CRM Checklist Pro | Odonity
Smart Pipeline Checklists · Stage Automation · Progress Tracking
Automatically apply checklist templates to CRM leads based on stage. Track progress, enforce mandatory tasks, and improve pipeline discipline with a clean visual interface.
Key Features
Stage-Based Auto Apply
Link checklist templates to CRM stages. Items are automatically added the moment a lead enters the stage — no manual work needed.
Smart Progress Tracking
Visual progress bar shows completion percentage on Kanban cards, list rows, and the lead form. Always know where each deal stands.
Mandatory Item Enforcement
Mark tasks as mandatory. They are highlighted in red until ticked off — ensuring critical steps are never skipped before closing.
Assignee & Deadline
Assign each checklist task to a specific sales rep and set a deadline. Know who is responsible for what and by when.
Powerful Filters
Filter your CRM pipeline by Checklist Complete, Incomplete, No Checklist, or Mandatory Pending — instantly focus on what needs action.
Completion Audit Trail
Each completed item records who marked it done and when — giving you a clear audit trail of sales activity.
Perfect For
Sales Teams
Standardize deal qualification and closing steps across the entire team.
Sales Managers
Enforce mandatory tasks and monitor pipeline quality at scale.
B2B Companies
Track complex, multi-step sales processes with structured checklists.
New Hires
Auto-guide new sales reps through every required step without hand-holding.
Module Screenshots
Checklist Tab on Lead
Kanban Progress Bar
List View Progress
Checklist Template
Smart Filters
Installation & Usage
- Install module like standard Odoo app
- Create checklist templates per CRM stage
- Move lead → checklist auto-applies
- Track progress via Kanban/List/Form
Support & Customization
- Email: [email protected]
- Website: www.odonity.com
Support & Service Policy
To ensure fair usage, consistent quality, and reliable service for all customers, Odonity provides structured support under the following terms:
✔ Support Coverage (65 Days)
- Free support is provided for 65 days from the date of purchase.
- Support includes installation guidance, setup assistance, and usage-related queries.
- Bug fixing is included only if the module is not functioning as described in official features.
✔ Definition of Bug
- A bug refers to a feature not working as documented or demonstrated.
- Any request to modify behavior, logic, or add new functionality is considered customization.
✘ Not Included in Free Support
- Custom development, feature enhancements, or business-specific changes.
- Third-party module conflicts or integration issues.
- Server configuration, hosting, deployment, or infrastructure-related problems.
- Debugging or fixing issues outside the purchased module.
✔ Scope Limitation
- Support is strictly limited to the purchased module only.
- It does not include full system debugging, database correction, or unrelated module issues.
✔ Version & Compatibility
- The module is guaranteed to work only with the specified Odoo version mentioned on the product page.
- Compatibility with customized or heavily modified systems is not guaranteed.
✔ Demo & Representation Disclaimer
- All screenshots, videos, and demos are for reference purposes only.
- Actual behavior may vary depending on system configuration and installed modules.
✔ Support Process
- Support is provided via email ([email protected]) or through the customer portal (order communication linked to your purchase).
- For faster resolution, please include your order reference and detailed issue description in your communication.
- Typical response time is within 24–48 business hours.
- Customers must provide necessary access (Odoo/backend/server if required).
- Delays in providing access or required information may delay resolution.
✔ Paid Support & Customization
- All customization, enhancements, or new feature requests are treated as paid services.
- Support after 65 days is available under paid plans.
✔ Customer Responsibilities
- Maintain proper backups before installing or updating the module.
- Test changes in a staging environment before applying to production.
- Ensure the system meets basic Odoo requirements and compatibility.
✔ License Scope
- Support is valid only for the purchased license and single Odoo instance.
- Usage across multiple databases or environments may require additional licensing.
⚠ Important Notes
- Odonity is not responsible for data loss, misconfiguration, or system failures.
- We are not liable for conflicts caused by third-party modules or custom code.
- Unauthorized modification of the module may void support eligibility.
- Support priority is handled in order; urgent or immediate support is not guaranteed.
Our goal is to provide reliable, transparent, and professional support while maintaining fairness and sustainability for all customers.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2026-Present Odonity. All Rights Reserved. Module Name: CRM Checklist Pro | Smart CRM Pipeline Checklist & Task Tracker (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: [email protected] This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a non-transferable, non-sublicensable, and non-exclusive license to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains branding, code-level markers, and security tracking for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: [email protected] | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.