Wise CRM ERP Addons
Wise CRM ERP Addons for Odoo 19
A stronger Odoo CRM operating layer for lead qualification, sales handoff, onboarding, health monitoring, target achievement, reports, assignment audit, employee performance, and integration with Sales, Accounting, Inventory, and Helpdesk.
Now stronger for managers, sales teams, and customer success
Wise CRM extends standard Odoo CRM with the control layer companies need after basic pipeline tracking: live dashboards, health monitoring, target calculations, owner performance, assignment rules, full assignment audit logs, and connected workflows across Sales, Accounting, Inventory, and Helpdesk.
Health Monitor
Due Today, On Track, and Overdue visibility for leads and opportunities.
Employee KPI
Measure individual targets, team targets, and company revenue performance.
Assignment Audit
Track every ownership movement between lead qualification, sales, and onboarding.
ERP Integration
Connect CRM activity with quotations, invoices, inventory operations, and support tickets.
Operational Dashboards
Daily control for workload, overdue records, ownership mix, pipeline mix, health mix, and employee performance.
Wise Dashboard
Command center for QC, sales, onboarding, overdue work, owner mix, pipeline mix, and health mix.
Employee Performance
Scorecards for target achievement, expected revenue, actual revenue, risk status, and manager follow-up.
Health Monitor
Kanban visibility for records that need action today, are healthy, or are late and require escalation.
Targets, reports, and assignment control
Wise CRM gives management a practical operating system around Odoo CRM data.
- Role-based targets for data collectors, lead qualifiers, sales, OAM, and management.
- Calculated actuals and achievement percentage for each KPI period.
- Assignment rules to route leads by stage, team, and operating responsibility.
- Assignment logs to prove who moved each record, when, and why.
Core Wise CRM Workflow
From business card capture to onboarding and customer health control.
Packaged as Odoo addons
Menus, views, security groups, pipelines, and dashboards are delivered as Odoo addons so the customization stays organized and maintainable.
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Contact Us Download Sales FAQWise CRM is an independent addon/customization for Odoo 19. It is not an official Odoo Enterprise product and does not include an Odoo license.