CRM Lead Analysis Report
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This document summarizes a CRM Lead Analysis Report app that provides graphical analysis of CRM leads. The app includes doughnut charts, bar charts, and a Gantt chart to analyze leads by status, expected revenue, duration, and process. It allows filtering records by stage or salesperson and customizing the heights of the charts. The app provides an overview of overall lead status and metrics as well as detailed lead information and process in a Gantt chart for easy analysis. It includes 90 days of complimentary support.
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Clinic Management System
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Facilitates 'Merge By' in two ways:
1. Individual Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.) will merge together individually so resultant downloaded zip file will have multiple merged PDF file(s) based on number of records selected from listview.
2. Group Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.) will merge together in one PDF so resultant downloaded zip file will have one merged PDF file based on number of records selected from listview.
Facilitates group wise or individual download of documents with zip file format by merging data documents from more than one record.
Demo Video Link:
https://www.youtube.com/watch?v=fz-vFGSX88I
Mail SMTP and IMAP By Company All in One
Geminate comes with a feature of Mail SMTP and IMAP By Company All in One which includes,
1. Mail SMTP and IMAP Alias Domain By Company
2. Mail ReplyTO By Company
3. Mail FromEmail By Company
4. Mail SMTP and IMAP + Alias By Company Reply-to
It will ease your life and you can enable/disable any of this feature with finger tip easily at any time and you dont need to set up those apps individually and need any kind of dependencies.
Demo Video Link:
https://www.youtube.com/watch?v=2FlQaTO0B2g&feature=youtu.be
Global Sticky Notes
Geminate comes with a facility for The Global Sticky Notes it is a valuable addition to our software system, empowering users to create and place sticky notes anywhere within the ERP. It enhances the user experience by providing a versatile and intuitive way to capture important information, reminders, and tasks. A seamless collaboration feature allows users to easily share notes with others, fostering teamwork and efficient communication within our Odoo software system.
The convenience and versatility offered by the module make it an essential tool for efficient task management, organization, and information retention. Users can rely on sticky notes to capture important ideas, set reminders, and stay organized throughout their work in Odoo.
One of the key advantages of the Global Sticky Notes module is its ability to save valuable time for users. By allowing them to create notes from anywhere within Odoo, users can quickly jot down important information without interrupting their workflow or navigating to a specific section.
A game-changer for productivity and organization within our Odoo software system.
Demo Video Link:
https://www.youtube.com/watch?v=5uxt64ACdEQ
Merge Product _ Variants Preserve Values
Geminate comes with a facility for Merge Product / Variants Preserve Values. where earlier you were not able to preserve the value of products after the merge operation using merge_product_variants app, that is why we have made it easy for you. now you can preserve the value of the product variant even after it is merged. Not only this, we have made it very simple for you so that you can use it easily when you select your product and go to the popup window, we have added Internal Reference (SKU), Barcade (EAN), Sale Price and,Cost Price checkbox, check the box for field which you want to preserve the value after merging, you will see the preserved values of selected fields after completion of merge process.
The main advantage of this app is that you will not lose any data of those fields which is usually inherited from main product templates to related variants and getting erased by default. so now you can preserve the data of fields even after merging.
Demo Video Link:
https://www.youtube.com/watch?v=jbGxGAJG84c
Website Sale Intercompany Buyer _ Producer MultiD - Producer End
Geminate comes with a facility for Website Sale Intercompany Buyer / Producer MultiDB - Producer End in which both buyer and producer databases are linked with each other. Buyer sells all the products but he doesn't maintain inventory of those products but realtime requests from the Producer End database. When buyer and producer both are interconnected with MultiDB to each other than product on hand quantity of Producer database listed in Buyer database on add to cart screen on the website.
Mainly this app is a supportive app to manage the connection between buyer and producer databases with related customer, supplier and products. it helps to update the quantity on hand from producer database to buyer database and manage the connection bi-directional between buyer and producer multidb environment.
Demo Video Link:
https://www.youtube.com/watch?v=pzuSN3a0YM4
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CRM Lead Analysis Report
- 2. CRM Lead Analysis Report ● Graphical information of CRM Lead from various aspects.
- 3. Features ● Helps to Analyse CRM Lead in Various Aspects. ● Doughnut Chart, Bar Chart For Lead Days Durations, Bar Chart For Lead Expected Revenue and Gantt Chart XLS Analysis.
- 8. ● User can change height for the Doughnut Chart, Bar Chart For Expected Revenue, Bar Chart For Days Duration and Gantt Chart Report ● User can filter record by All Stages or All Salesperson ● OR ● User can filter record by Individual Stages or Individual Salesperson
- 9. ● CRM Lead Graphical Overview
- 14. ● The Doughnut Chart of Overall lead status.
- 16. ● End user can easily compare the Days To Assign, Days To Deadline and Days To Close.
- 18. ● Bar chart for Overall lead expected revenue and probability report.
- 20. ● Crm lead information and the Gantt chart are there. End user can easily Analysed the Lead Process.
- 22. Find more Apps from Geminate Our Services Odoo Customization Odoo Implementation Odoo Integration Odoo Support
- 23. Complimentary Support You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
- 24. Contact / Support Need assistance? Website Send Email Services