Users can create or Generate leads from the CRM Leads menu users also can generate leads from their emails.
Pipeline / Opportunities
Users can Convert lead into opportunity and check the process into the CRM pipeline. Users can also set the activities in opportunity like Call, Email, Meeting etc. as per their requirement.
User can check their activity schedule like meeting, email, call with clients etc. in calendar view.
Users can check the planning user wise with date and time details.
Create a sales quotation from CRM
Add the product with variant
Select the product with a variant in sales order.
After confirming the sales order users can generate the payment link to do payment by credit card or UPP like payUmoney, Paytm, etc.
Payment from web
Create a purchase order
Generate Vendor bill from Purchase order
Users can create products with variants and also set prices for specific variants.
Users can create projects for their properties that are under construction and also can do planning for future properties.
Users can create project-wise tasks and sub-tasks and also define the images, start date, end date, deadline date etc. per task.
Planning by Project
Timesheet planning analysis
Create a Customer Invoice with a down payment.
Down payment invoice
General Ledger report
If you have questions about how to use Odoo ERP for Real Estate management in your business, Caret IT feels happy to answer them and help you.
Caret IT also provides other Odoo services like Odoo Customization, Odoo Implementation, Odoo Integration, etc. to our clients. Our Odoo experts are always there to help you out with all your Odoo and business-related queries.