Portal CRM Leads Pro | Odonity
Let Your Customers Submit & Track CRM Leads Directly from the Portal
Turn your Odoo customer portal into a self-service CRM intake system. Portal users can create, review, and manage their own CRM Leads & Opportunities with a beautiful, guided interface — fully integrated with your sales pipeline.
Key Features
- Create CRM Leads & Opportunities from the portal
- Company, Contact & Address details captured in one shot
- Tag, Priority & Expected Revenue fields for sales teams
- Portal list with search, filters & group-by just like Sales Orders
- Auto-link to portal partner and sync with CRM pipeline
Perfect For
- B2B Companies collecting structured customer requests
- Service Providers tracking inquiries & project opportunities
- Web-first Businesses converting traffic into qualified leads
Module Screenshots
Portal CRM Leads Tile on My Account
Responsive Portal CRM Leads List with Search & Filters
Create CRM Lead Modal with Company, Contact & Address Fields
Lead Detail View with Stage, Tags & Salesperson
Edit & Delete Own Leads from Portal
Installation & Usage
- Install like a standard Odoo app
- Ensure CRM, Portal and Website modules are installed
- Give portal access to customers from Contacts
- Portal users open CRM Leads menu to submit and track leads
- Sales team manages stages, activities and follow-up from the CRM backend
Support & Customization
Need assistance or customization?
- Email: [email protected]
- Website: www.odonity.com