Viindoo Brain - CRM
by Viindoo
| Lines of Code | 471 |
| Technical name | viin_brain_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_brain_crm |
| Read description for | |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viindoo Brain |
| Extensions | Viindoo Brain - Knowledge Suite |
Qualify every lead the same way, with the call notes one click from each opportunity
For sales teams that keep their playbook and call notes in Brain
A ready CRM Knowledge Space in Brain, and Brain Note on the lead and opportunity form
17.0 · Community, Viindoo Cloud · OPL-1
Extends Viindoo Brain.
What changes for your team
Qualification rules start from an outline, not a blank page
Each salesperson qualifies leads their own way, and the rules live in old slides.
→ The CRM Knowledge Space opens with two starting pages, CRM Playbook and Lead Qualification: need, budget, decision and timing questions, stages and response time, as bracketed prompts your team replaces with its own rules.
Call reports share one shape
Each call is written up differently, and the next person cannot tell what was agreed.
→ The Space carries a Call Report template (contact, summary, BANT assessment, next steps), a Deal Stage property (New, Qualified, Won) and a Hot Lead tag.
A note about an opportunity starts on the opportunity
What the customer said on a call stays in a notebook, away from the opportunity.
→ Brain Note on the lead and opportunity form opens a new page titled after it and linked to it, in your personal Space; the breadcrumb leads back. Brain Pages beside it counts the pages you can read that mention or link it.
Ready on day one
Installs by itself
When Brain and CRM are both installed. There is nothing to configure.
In every company
Each company gets its own CRM Knowledge Space, companies created later included.
Your first step
Replace the bracketed prompts with your own rules, and add the people who will edit the Space as Editors.
What is included
The CRM Knowledge Space with its two starting pages, template, property and tag, and the Brain Note button on the lead and opportunity form. The pages themselves, the Brain Pages count and the side panel come with Brain.
Also available
Viindoo Brain - Knowledge Suite
Brain with every app bridge, this one included, and the AI co-author, in one install.
Before you decide
Doesn't Brain already show pages on every form?
Yes. Brain shows a Brain Pages count and a side panel on any form with a chatter. This module adds the CRM Knowledge Space and puts a Brain Note button on the lead and opportunity form, beside Brain Pages.
Who can read the CRM Knowledge Space?
Every salesperson reads it, whether they see their own documents or all of them. People you add to the Space with the Editor or Space admin role can edit it.
Who sees a note made from an opportunity?
It starts in the author's personal Space. Colleagues see it once it is moved to a shared Space or shared with them, and Brain Pages counts only the pages each person can read.
Will an update overwrite our pages?
No. The Space, its pages, template, property and tag are created once; later updates leave them as your team made them.
Which languages are included?
English and Vietnamese. Each company's starting pages are written in the company's language when its Space is created; the property and tag names are in English.
Talk to us
Questions before you buy go to pre-sales; questions once it runs go to support.
Pre-sales & partnership
viindoo.com/contactusTechnical support
viindoo.com/ticketTechnical requirements
- Version: 17.0
- Editions: Community, Viindoo Cloud
- Required modules: Viindoo Brain, CRM
- License: OPL-1
- Languages: English, Vietnamese
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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