CRM Extensions
Capture the whole contact at first call — not just a name in a note.
A lead form that only offers a company name pushes everything else into the notes field, where it is lost by the time someone follows up. CRM Extensions adds the fields you actually ask for on the phone — first name, last name, district, birthday, website — and arranges them so the form can be filled while you are still talking. When the lead becomes a customer, the data carries over cleanly instead of having to be picked apart.
The help for this module is findable — for people and for AI
One help page in German and English, shipped inside the module. With Help Docs installed you search them in full text — and an AI assistant reads the same content through a machine-readable module card.
"eq_crm")
Full-text search and module card come from Help Docs (eq_helper). This module ships the content — no extra configuration.
Features
Separate first and last name
Both are their own fields on the lead. That is what makes a personal salutation possible in the follow-up mail — and what saves someone from splitting „Dr. Anna Meier-Schmidt“ into parts by hand when the lead is converted.
District, birthday and website
Three fields that regularly come up in a first conversation and otherwise have nowhere to go. The district also serves as a practical basis for assigning leads to a field sales territory.
A form you can fill while talking
Contact and address fields sit together in one block, in the order the information usually arrives. No jumping between sections while the caller is waiting.
Everything carries over on conversion
When a lead becomes a contact, the additional details move across with it. What was captured once does not have to be captured again — and the customer record starts out complete.
Frequently Asked Questions
Does it change how the CRM pipeline works?
No. Stages, activities and the kanban view stay exactly as they are. The module adds fields to the lead form and tidies its layout — nothing else.
Does it work together with Contact Optimizations?
Yes, and that is the intended combination: the lead carries the same fields the contact record does, so conversion is a straight handover rather than a re-entry.
Which Odoo editions are supported?
The module runs on Odoo Community and Odoo Enterprise, version 19.0 — self-hosted or on Odoo.sh. Odoo Online, the hosted SaaS edition, does not accept apps from the store, so no third-party module can run there.
Which other modules does it require?
It requires base, base_setup, crm. Odoo resolves and installs these dependencies itself when you install the module.
Under which license is the module published?
The module is published under the LGPL-3 open-source license.
Will it keep working after an Odoo update?
Yes, within 19.0.x. A move to the next major Odoo version is delivered as a new module version.
Where do I get support?
Write to support@equitania.de or use our support portal at support.equitania.de.
Can I see the module in action first?
We do not run a public demo instance. Write to support@equitania.deand we will walk you through it.
Support · Kontakt
We are happy to support you · Wir unterstützen Sie gerne.
Weiherstraße 13
75173 Pforzheim
Deutschland · Germany
Telefon: +49 7231 16 604 0
Telefax: +49 7231 16 604 200
Homepage: www.ownerp.com · odoo2fast.report
Support: support.equitania.de
E-Mail: support@equitania.de
EN · All information on this page is provided for product description purposes only and is not legally binding. It constitutes neither a guarantee of quality nor an assurance of any particular scope of functions, fitness for a particular purpose or specific results; only the contractual agreements and the scope of delivery of the version actually installed are authoritative. Screenshots show example configurations.