CRM Checklist Pro | Smart CRM Pipeline Checklist & Task Tracker
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Automatically apply checklist templates to CRM leads based on stage. Track progress, enforce mandatory tasks, and improve pipeline discipline with a clean visual interface.
Link checklist templates to CRM stages. Items are automatically added the moment a lead enters the stage — no manual work needed.
Visual progress bar shows completion percentage on Kanban cards, list rows, and the lead form. Always know where each deal stands.
Mark tasks as mandatory. They are highlighted in red until ticked off — ensuring critical steps are never skipped before closing.
Assign each checklist task to a specific sales rep and set a deadline. Know who is responsible for what and by when.
Filter your CRM pipeline by Checklist Complete, Incomplete, No Checklist, or Mandatory Pending — instantly focus on what needs action.
Each completed item records who marked it done and when — giving you a clear audit trail of sales activity.
Standardize deal qualification and closing steps across the entire team.
Enforce mandatory tasks and monitor pipeline quality at scale.
Track complex, multi-step sales processes with structured checklists.
Auto-guide new sales reps through every required step without hand-holding.
To ensure fair usage, consistent quality, and reliable service for all customers, Odonity provides structured support under the following terms:
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.
| Version | 19, 18, 17, 16 |