CRM Pipeline / Opportunity with Requested Membership Information

Membership Integration with CRM Lead / Pipeline / Opportunity

CRM with Membership Information Odoo App

This app allows your CRM users to select membership requested by the customer on the membership product field and quantity field as shown.

Main features:

  • Allow your users to select a membership product and membership quantity on the CRM lead/pipeline form.
  • The system also passes a membership of products and quantity from CRM to Quotation created by CRM (Odoo Standard Flow to Create Quotation Create).
  • You can view a member using the smart button on the CRM form.

Check App Here