One screen for the whole pipeline: open and weighted pipeline, won and lost, win rate, revenue by stage and salesperson, what needs attention, and how your team's activities are really going.

Customer contracts with committed quantities, storage and red-flag terms, days-left tracking and expiry alerts, linked to the sales orders that deliver them.

Record which states a customer is sales-tax exempt in, with the exemption reason, certificate number and file, and validity dates, directly on the contact.

Get UPS small-package and LTL freight rates from myUnishippers directly on the sales order: handling units, commodity classes, carrier offers and a quote history.

Deposit management on sales orders, per-pallet warehouse storage billing with a free period and release holds, a credit-limit ribbon on contacts, a first-confirmation date, and sales orders created from purchase orders.

Manage sales turnover and shipping quote requests from sales orders: request lines, configurable approval chains, confirmed turnover list and cancellation with reason.

Block a delivery until the customer's credit and upfront payment conditions are met, with a management override wizard that records who allowed the exception and why.

Quarterly sales and inside-sales reports in PDF and Excel, a Sales & COGS report with margin, and a salesperson-wise customer acquisition report with sales, invoiced, paid and pipeline figures.

A Send for Signature button on the sales order that turns the quotation PDF into a Sign request with the customer pre-filled, plus CC recipients who get the quotation and the signed copy.

Track how the CRM is actually used: salesperson activity, a leaderboard, pipeline health and yearly sales targets per salesperson, in dashboards built for speed.

Contact roles (executives, purchasing, operations), every activity across sales, purchase, invoices and CRM on the contact, a marketing engagement report per contact, and a not-opened smart button on mailings.

A US-only map of your contacts with pins, sidebar and filters that works on Odoo Community, plus a geocoding pipeline and richer pins for the Enterprise map view.