RS CRM Projects

Weitere Informationen

🚀 Project Management Directly from CRM

This module provides a seamless bridge between Odoo CRM and Project Management.

Instead of the standard “New Quotation” button, you gain a new button: “New Project”.

With a single click, a fully configured project is created directly from an opportunity — automatically, completely, and efficiently.

This creates a smooth, end-to-end workflow from sales to project delivery, without manual steps or duplicate data entry.

⚙️ Features at a Glance

• 🔘 New “New Project” button in CRM
• ⚙️ Automatic project creation including customer data
• 🏷️ Automatic opportunity update: Stage is set to “Won”
• 🧭 Smart Button for quick navigation to the created project
• 🗂️ Automatic main task created for every project

🌟 Your Benefits

✔ Faster processes — create projects directly from opportunities

✔ No media breaks between CRM and Project apps

✔ Fully automated — fewer clicks, fewer errors

✔ Smooth, intuitive Odoo-native experience

📋 Technical Details

• Primary “New Project” button inside CRM opportunities
• Visible only when no project exists yet
• Project creation without using a template - customer (partner) data is automatically transferred
• Opportunity owner becomes the project manager
• Smart Button shows project count + direct link
• Automatic creation of a main task

🔑 Conclusion

License valid for one Odoo version and one instance, usable with unlimited tenants.

Fazit:

With RS CRM Projects, you connect Sales and Project Management into a true end-to-end workflow.

One click — and an opportunity becomes a project.

Sample video