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.