PFL Solicitors
Information about the PFL Solicitors instance of Odoo, the Open Source ERP.
Installed Applications
- Sales
- From quotations to invoices
- Invoicing
- Invoices & Payments
- CRM
- Track leads and close opportunities
- Website
- Enterprise website builder
- Purchase
- Purchase orders, tenders and agreements
- Project
- Organize and plan your projects
- eCommerce
- Sell your products online
- Email Marketing
- Design, send and track emails
- Expenses
- Submit, validate and reinvoice employee expenses
- Time Off
- Allocate time off and follow leave requests
- Employees
- Centralize employee information
- AU Legal AML
- AML individual reports and client risk register
- AU Legal Client Portal
- Sidebar Client Portal app: invite clients and open the portal
- AU Legal Dashboard
- Home dashboard with recent matters, today's to-dos and calendar
- AU Legal Import / Export
- Sidebar app to import and export CRM data as CSV
- AU Legal Matter
- Conveyancing matters; client/party DOB synced from contact VOI
- AU Legal Reports
- Sidebar Reports app: AML 3-year register and CRM reports from existing data
- eLearning
- Manage and publish an eLearning platform
- Discuss
- Chat, mail gateway and private channels
- Contacts
- Centralize your address book
- Calendar
- Schedule employees' meetings
- Live Chat
- Chat with your website visitors
- Surveys
- Send your surveys or share them live.
- To-Do
- Organize your work with memos and to-do lists
- Skills Management
- Manage skills, knowledge and resume of your employees