$ 105.90
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Inventory (stock) |
| Community Apps Dependencies |
branch
|
| Technical Name |
bi_odoo_crm_multi_branch
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Odoo Multi-Branch CRM module is a comprehensive solution for businesses that operate with multiple branches or sales teams under a single company. This module extends Odoo's powerful CRM capabilities to a multi-branch environment, allowing you to manage and segregate all your sales and customer-related data on a per-branch basis. From leads and opportunities to sales teams and reporting, this module provides the same level of control and organization as Odoo's multi-company setup, but with the simplicity of a single company structure. It is the ideal solution for businesses looking to streamline their multi-location sales operations, improve efficiency, and gain better visibility into each branch's performance.
Key Features
Branch-Specific CRM: Create and manage leads, opportunities, and sales pipelines for each individual branch.
User Access Control: Assign users to specific branches, ensuring they can only access the CRM data and operations relevant to their branch.
Seamless Integration: Works in conjunction with a base multi-branch module to extend branch functionality across sales, purchasing, inventory, and accounting.
Automated Branch Assignment: The branch is automatically assigned to new leads and opportunities based on the user's branch.
Sales Team Management: Assign sales teams to specific branches for clear accountability and performance tracking.
Comprehensive Reporting: Generate and view CRM analysis reports, including lead and opportunity reports, on a per-branch basis.
Centralized Branch Management: Create and configure all your business branches from a single, centralized settings menu.
Benefits
Improved Organization: Streamline your sales process by segregating all CRM data and activities by branch.
Enhanced Control: Gain better control over your multi-location sales operations with branch-specific management of leads and opportunities.
Increased Efficiency: Automate the flow of information within your sales teams, reducing manual data entry and potential errors.
Greater Visibility: Get a clear overview of the sales performance and pipeline of each individual branch.
Simplified Management: Manage all your sales operations from within a single company environment, avoiding the complexities of a multi-company setup.
Better Data Security: Control access to sensitive customer and sales information with branch-specific user rights.
Compatibility & Technical Details
Required Modules: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail), Inventory (stock), Invoicing (account), Purchase (purchase), Sales (sale_management)
Community Apps Dependencies: Multiple Branch(Unit) Operation Setup for All Applications Odoo/OpenERP
License: OPL-1
Technical Name: bi_odoo_crm_multi_branch
Installation:
Ensure the base multi-branch module is installed first.
After purchasing, download the module zip file.
Extract the file to get the bi_odoo_crm_multi_branch folder.
Copy this folder into your Odoo addons directory.
In Odoo, activate developer mode.
Go to the 'Apps' menu and update the module list.
Search for the module and click 'Install'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.