Viin CRM
by Viindoo
| Lines of Code | 578 |
| Technical name | viin_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_crm |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Viin Map View Viin Cohort View |
| Extensions | CRM Analytics Dashboards Viin CRM Sankey View |
How long the pipeline actually takes
Days to assign, days to convert, days to close and close rate - computed on every lead, and reportable.
Viin CRM (technical name viin_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, salesperson, marketing, management.
At a Glance
The facts of Viin CRM, version 1.0, in one place. Published by Viindoo.
How It Works
Three screens.
On the lead
The cycle times are fields on the record, computed as it moves.
Across the pipeline
The same board, now groupable by how long things take.
And in the analysis
Pivot, cohort and graph over the added measures.
What You Get
Days to assign, to convert and to close, on the lead
Won / lost status as a reportable field
Exceeded closing days for deals past their date
Lead and opportunity analysis menus, including cohort
Activity report grouped by lost reason and referred-by
Same records - nothing is duplicated into a reporting table
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Opportunity analysis
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Follow-up is activities and automation.
Leads imported with one create date read as one cohort.
Predictive scoring is a different app.
An address without coordinates is not a point.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Viin CRM?
Sales manager
Asks why deals sit for eleven days before anyone calls.
Salesperson
Sees their own cycle times.
Marketing
Compares sources by close rate, not by lead count.
Management
Reads a pipeline in weeks, not in stage names.
Frequently Asked Questions
What does Viin CRM do?
Days to assign, days to convert, days to close and close rate - computed on every lead, and reportable.
What does Viin CRM not do?
It measures; it does not chase. Follow-up is activities and automation. Cycle times need real dates. Leads imported with one create date read as one cohort. It does not score leads. Predictive scoring is a different app. Map view depends on geo data. An address without coordinates is not a point.
Who is Viin CRM for?
Sales manager: Asks why deals sit for eleven days before anyone calls. Salesperson: Sees their own cycle times. Marketing: Compares sources by close rate, not by lead count. Management: Reads a pipeline in weeks, not in stage names.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: crm, viin_web_cohort, viin_web_map. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
CRM Sankey (viin_crm_sankey): The same funnel as a flow. CRM Dashboards (viin_spreadsheet_dashboard_crm): The figures on a spreadsheet. Stage probability (viin_crm_stage_probability): Weighting the forecast.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_crm; pre-sales questions go to sales@viindoo.com.
See Viin CRM in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_action_pipeline
Need help with Viin CRM?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0 - Latest on the 17.0 line
- Cycle-time fields and the analysis menus are aligned with the 17.0 CRM.
Installation
- Navigate to Apps.
- Search with keyword viin_crm.
- Press Install.
Instruction
Instruction video: Viin CRM
Concepts
Here are some concepts you need to know when using this module:
- Cohort Analysis: Analyze and compare the behavior of groups of users with certain common characteristics in a period to find out differences and prominent trends within these groups. Based on that, come up with solutions to improve user experiments.
- Days to convert: Define the time to convert a lead into an opportunity. The Leads/Opportunity Analysis shows the average time of days out of the total number of converted leads.
- Days to close: Define the difference between the actual closed time and the expected closed time of the opportunity.
Usages
1. Provide dashboard view for Lead/Opportunity Analysis Reports
Viindoo CRM system provides a dashboard view that integrates all types of the Lead/Opportunity Analysis Report on the same screen.
2. Provide Cohort and map view on the opportunity
Navigate to CRM ‣ Sales ‣ My Pipeline, the system provides 2 more views:
- The Cohort view analyzes the converted time from lead to opportunity;
- The Map view allows users to track the geographic location of the opportunities that are concentrated in a specific region/location.
3. Add filter/group by feature in the activity report
To be able to track or group activities on the leads/opportunities by specific criteria, the Viindoo CRM system provides an additional Lost criteria to filter the failed leads/opportunities.
In addition, you can also group by criteria Referred By, Lost Reason, Days To Convert, and Exceeded Closing Days.
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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