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Sale & CRM Extensions

Sale & CRM Extensions

licenseLGPL-3 Version16.0, 18.0, 19.0 ✓Community ✓Enterprise packageDACH authorEquitania Software GmbH supportsupport@equitania.de

Quotation and order counts, right on the lead.

Sale & CRM Extensions

Before calling a prospect it helps to know whether they have bought before. This module shows the number of quotations and orders of the linked contact directly on the CRM lead, as counter buttons that lead straight to the records.

Only with ownERP

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.

A person searches
CRM Leads
Partner Quotations and Orders on CRM Leads
This module adds two smart buttons to every CRM lead/opportunity. The buttons show at a glance how many quotations and confirmed sales orders the linked partner already has. Your sales team can see a prospect's purchase history directly in the CRM — without switching to the Sales module first. Example: You open the opportunity "New Office Equipment" for partner "Müller GmbH" …
An assistant asks
eq.helper.doc.get_capability_card(
  "eq_sale_crm")
Returns the models, fields, methods and permission rules of Sale & CRM Extensions in a form an assistant can act on — instead of guessing them from screenshots.
“Where do I see a contact's quotations on the lead?” — answered from the module card, not from training data.

Full-text search and module card come from Help Docs (eq_helper). This module ships the content — no extra configuration.

Features

History without leaving the lead

Two counters show how many quotations and orders exist for the contact, and one click opens the matching list.

Tells new business from repeat business

A lead whose contact already has ten orders is a different conversation from a first contact — and the difference is visible before the call, not after it.

Frequently Asked Questions

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_setup, base, crm, sale_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.

Equitania Software GmbH ownERP
Equitania Software GmbH
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.