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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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{
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' name ' : ' CRM ' ,
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' version ' : ' 1.0 ' ,
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' category ' : ' Customer Relationship Management ' ,
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' sequence ' : 2 ,
' summary ' : ' Leads, Opportunities, Agenda ' ,
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' description ' : """
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The generic OpenERP Customer Relationship Management
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== == == == == == == == == == == == == == == == == == == == == == == == == == =
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This application enables a group of people to intelligently and efficiently manage leads , opportunities , meetings , phonecalls .
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It manages key tasks such as communication , identification , prioritization , assignment , resolution and notification .
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OpenERP ensures that all cases are successfully tracked by users , customers and suppliers . It can automatically send reminders , escalate the request , trigger specific methods and lots of other actions based on your own enterprise rules .
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The greatest thing about this system is that users don ' t need to do anything special. The CRM module has a email gateway for the synchronisation interface between mails and OpenERP. They can just send email to the request tracker.
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OpenERP will take care of thanking them for their message , automatically routing it to the appropriate staff and make sure all future correspondence gets to the right place .
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Dashboard for CRM will include :
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
* Planned Revenue by Stage and User ( graph )
* Opportunities by Stage ( graph )
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""" ,
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' author ' : ' OpenERP SA ' ,
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' website ' : ' http://www.openerp.com ' ,
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' depends ' : [
' base_action_rule ' ,
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' base_setup ' ,
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' base_status ' ,
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' process ' ,
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' mail ' ,
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' base_calendar ' ,
' resource ' ,
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' board ' ,
' fetchmail '
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] ,
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' data ' : [
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' crm_data.xml ' ,
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' crm_lead_data.xml ' ,
' crm_phonecall_data.xml ' ,
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' security/crm_security.xml ' ,
' security/ir.model.access.csv ' ,
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' wizard/crm_lead_to_partner_view.xml ' ,
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' wizard/crm_lead_to_opportunity_view.xml ' ,
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' wizard/crm_phonecall_to_phonecall_view.xml ' ,
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' wizard/crm_phonecall_to_partner_view.xml ' ,
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' wizard/crm_phonecall_to_opportunity_view.xml ' ,
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' wizard/crm_opportunity_to_phonecall_view.xml ' ,
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' wizard/crm_partner_to_opportunity_view.xml ' ,
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' wizard/crm_merge_opportunities_view.xml ' ,
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' crm_view.xml ' ,
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' crm_action_rule_view.xml ' ,
' crm_lead_view.xml ' ,
' crm_lead_menu.xml ' ,
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' crm_meeting_view.xml ' ,
' crm_meeting_menu.xml ' ,
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' crm_meeting_shortcut_data.xml ' ,
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' crm_phonecall_view.xml ' ,
' crm_phonecall_menu.xml ' ,
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' report/crm_lead_report_view.xml ' ,
' report/crm_phonecall_report_view.xml ' ,
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' process/crm_configuration_process.xml ' ,
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' res_partner_view.xml ' ,
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' board_crm_view.xml ' ,
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' res_config_view.xml ' ,
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] ,
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' demo ' : [
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' crm_demo.xml ' ,
' crm_lead_demo.xml ' ,
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' crm_phonecall_demo.xml ' ,
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] ,
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' test ' : [
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' test/process/communication_with_customer.yml ' ,
' test/process/lead2opportunity2win.yml ' ,
' test/process/merge_opportunity.yml ' ,
' test/process/cancel_lead.yml ' ,
' test/process/action_rule.yml ' ,
' test/process/segmentation.yml ' ,
' test/ui/crm_demo.yml ' ,
' test/ui/duplicate_lead.yml ' ,
' test/ui/delete_lead.yml '
] ,
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' installable ' : True ,
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' application ' : True ,
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' auto_install ' : False ,
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' certificate ' : ' 0079056041421 ' ,
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' images ' : [ ' images/sale_crm_crm_dashboard.png ' , ' images/crm_dashboard.jpeg ' , ' images/leads.jpeg ' , ' images/meetings.jpeg ' , ' images/opportunities.jpeg ' , ' images/outbound_calls.jpeg ' , ' images/stages.jpeg ' ] ,
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}
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