Heaven CRM app

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About Heaven CRM app

CRM & Sales Portal is the official mobile productivity tool for Heaven Green Energy Ltd's sales team. Purpose-built for solar energy professionals, this app connects directly to your Odoo 18 ERP, giving field salespersons real-time access to every aspect of the sales pipeline — anytime, anywhere. KEY FEATURES: SECURE AUTHENTICATION Simple and secure login with your Odoo credentials. Forgot your password? Reset it instantly via email. DASHBOARD & HOME SCREEN Get an at-a-glance view of your day: payment overdue summary (weekly, monthly & total), solar proposals sent, opportunity pipeline grouped by stage, and project kW installed. OPPORTUNITY MANAGEMENT View, create and edit opportunities with full details. Assign salespersons, BDM, branch managers and sales heads. Track stages, tags, project types and project templates. Mark opportunities as Won or Lost with reason capture. Daily follow-up view grouped by activity state (Overdue, Today, Planned). Search by Lead Ref, name, mobile, or tag. Filter by Won, Lost, Ongoing; group by Stage, Salesperson, City and more. SOLAR PROPOSAL MANAGEMENT Generate professional solar proposals tied to opportunities. Configure system size, final price (incl. GST), product variants and tax lines. Automatic GST breakdown: SGST, CGST, untaxed amount and totals. Download proposal as PDF and send directly via WhatsApp or Email. Track proposal status: Draft, Sent, Confirmed, Cancelled. INVOICE MANAGEMENT (Read-Only) View invoice list with amounts due, dates and salesperson. Detailed view with GST info, credit notes and line items. Filter by overdue or payment status; search by ref, customer or mobile. BILL OF MATERIALS (BoM) View and edit BoM templates. Add or remove product variants with available and forecasted quantities. Submit BoMs through Draft to Approved workflow. ACTIVITY & COMMUNICATION MANAGEMENT Schedule and assign activities with due dates and summaries. Mark activities as Done, Cancel, or reschedule. Log notes and attach files directly from the app. Full communication log history per record. Quick-dial and WhatsApp buttons for instant customer contact. PROFILE & PREFERENCES Update your profile, change password securely, set notification preferences for opportunities, proposals and activities, with push notification support for real-time alerts. This app is exclusively for internal use by authorised salespersons of Heaven Green Energy Ltd. An active Odoo 18 account with appropriate access rights is required.

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