OCA modules for Odoo

This Module adds a company group field to leads. For more details investigate in base_partner_company_group.

This module adds the employee quantity field from partners to CRM leads and opportunities, allowing users to view and utilize this information directly within their CRM workflows.

This module extends the functionality of CRM and makes the field partner required in the opportunity

This module is an extension of the base_phone module for CRM. It also restores the crm.phonecall object which has been moved from Odoo Community to Odoo Enterprise in Odoo v9.

This module adds a phone number extension field in crm lead form view.

This module allows to manage phone calls in order to analyze them.

Use this module to plan a phone calls schedule for your partners, assuming you have specified the ideal time to call them.

Adds a field to set the result of CRM phone calls, allows creating new result options, and enables filtering and grouping by call result.

This module extends the functionality of CRM phone calls to support setting a limited list of possible phone call summaries, that only the sales manager can edit.

This module allows to generate timesheets from phone calls.

This module allows to convert leads/opportunities to tasks. DISCLAIMER: This module is a forward-port of a module from Odoo S.A. and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

This module extends the functionality of crm and project and allow you to create a project from opportunity or lead.

This module allows salesman to create linked tasks from leads/opportunities in a special project for such tasks

This module extends the functionality of sale_crm module which copies the marketing data from lead to sale and allows one to keep track of sales generated from marketing source.

This module extends the secondary salesperson from an opportunity to a sale order.

This application allows you to track and schedule salespeople visits to your customers, allowing you to determine which opportunities are going to be dealt on each visit. Visits create an all-day event in the calendar and they can be easily rescheduled. Visits can be automatically created from a template, in which it is possible to select the frequency of visits, as well as the start and end dates. The last visit can also be calculated by selecting the total number of…

This module allows you to manage sales from commercial visits. You can create Sales Quotations from visits and check the related ones.

This module extends CRM to allow the definition of a secondary salesperson

This module adds new security options to CRM by creating 4 groups (Own Documents Only, Team Documents Only, All Documents and Administrator) to separate Sales and CRM apps permissions

This module links the Sign app with the CRM. In this way, a document can be sent for signature to the related partners in the CRM model, and the signed documents will be linked to the corresponding CRM record.