In many companies, the sales process follows a familiar pattern:
A new sales opportunity is created, maintained, and evaluated—and once everything fits, it is converted into a quotation. Only after that does it become a project.
But this is often where the bottleneck occurs.
Between CRM and project management, a disconnect arises: system changes, redundant data entry, manual transfers, and unnecessary clicks.
In short, valuable time is lost before the actual work can even begin.
One click, one project
With the new Odoo module RS CRM Projects, this detour is a thing of the past.
The module adds a new “New Project” button directly to the opportunity view in your Odoo CRM.
Instead of going through the quotation process, you can now create a new project with a single click—automatically, completely, and including all relevant information.
🔘 “New Project” instead of “New Quotation” – directly in the CRM.
This not only reduces clicks, but also creates real process clarity.
Automation that truly helps
Behind this small change lies a significant efficiency gain:
The module automatically transfers all customer data, marks the opportunity as “Won”, creates a new project with the responsible sales representative assigned as project owner, and immediately creates a main task.
This turns a hot sales opportunity seamlessly into a project ready for execution—without detours and without system breaks.
Your benefits at a glance
✅ Faster handover from sales to project management
✅ No duplicate data entry
✅ Automatic documentation of won opportunities
✅ Greater transparency across the entire process
✅ Seamless navigation thanks to smart button integration
Ideal for teams that want to move into execution faster
The module is designed for all Odoo users who want to more closely connect their sales and project processes—from small consulting firms to large system integrators.
Project managers, sales leads, and administrators in particular benefit from the clear structure and ease of use.
Available in the shop and in the Odoo App Store
The “RS CRM Projects” module is available now: