Portal CRM Management
| Technical name | dh_crm_portal |
| License | LGPL-3 |
| Website | https://apps.datahatsolutions.com/apps/app/18.0/dh_crm_portal |
| Read description for | |
| Included Dependencies | Employee Portal User Link Portal: Contact Portal: Frontend |
Description
This module extends Odoo's CRM capabilities by allowing portal users to manage leads, opportunities, and contacts directly from the Odoo Portal. It offers a CRM dashboard view similar to the backend, enabling portal users to create, view, and update records without requiring backend access. Ideal for organizations that want to empower sales agents, external partners, or remote teams with secure and limited CRM access while maintaining data consistency.
Key Highlights
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Full CRM Management from Portal: Portal users can create, edit, and manage leads and opportunities directly from the portal interface — with a layout similar to the backend.
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Contact Management: View, create, and update contact records directly from the portal, ensuring quick access to customer information.
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Real-Time Data Sync: Any updates made in the portal are instantly reflected in the backend CRM module, ensuring seamless collaboration.
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Secure & Role-Based Access: Only authorized portal users can view or edit CRM data, maintaining security and compliance.
Screenshots
Install the module, create an employee record for the portal user, and configure the CRM portal settings
Login as a portal user to access the CRM menu, where the CRM dashboard will display menus for Leads, My Pipeline, My Activities, and Customers, based on the access permissions assigned to the associated employee.
Click on the Leads menu to open a view similar to the backend interface, allowing the user to create new leads, view existing ones, and edit lead details as needed.
Click on the My Pipeline menu to open a view similar to the backend interface, where the user can see all assigned opportunities and manage them through the standard CRM workflow.
Click on the My Activities menu to open a view similar to the backend interface, where the user can see all scheduled activities linked to their leads and opportunities.
Click on the Contacts menu to open a view similar to the backend interface, where the user can create, view, and edit contact details.
Video
A Datahat-Solutions will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Support
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GNU LESSER GENERAL PUBLIC LICENSE
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2007
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