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Use Case Factory

Manage and track use cases, opportunities, and project requirements in CRM.

€99.00one-time(Net)

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Key Features

The Use Case Factory helps you structure and manage business opportunities by organizing them into use cases. Track requirements, link to contacts and leads, and maintain a clear overview of project potential.

  • Use case management
  • CRM integration
  • Requirement tracking
  • Contact linking
  • Status workflows

Compatible with

Odoo 18

What you get

  • Keep project requirements organized in the same system as your CRM data
  • See the status of every opportunity's use cases at a glance
  • Link use cases directly to the contacts and leads they relate to
  • Avoid requirements getting lost in spreadsheets or email threads

Use cases

Pre-sales consultant scoping a complex Odoo project with multiple stakeholders

Situation
A prospective project has several distinct business requirements coming from different stakeholders, and tracking them in spreadsheets separate from the CRM makes it easy to lose track of what was agreed.
How we solve it
Creates individual use cases in Use Case Factory linked to the relevant contacts and leads, tracking each requirement's status through defined workflows directly inside the CRM.

Project manager reviewing project potential before committing resources

Situation
Before committing resources to a project, the team needs a clear overview of which opportunities have well-defined requirements versus which are still vague, and this information is currently scattered across notes and emails.
How we solve it
Uses use case management and requirement tracking to consolidate all opportunity details in one place, giving a clear overview of project potential through status workflows.

FAQ

Frequently asked questions

Is this a CRM add-on or a separate module?

It integrates directly with CRM, linking use cases to your existing contacts and leads rather than working as a separate system.

Can I track the status of a use case over time?

Yes, status workflows let you move use cases through defined stages as requirements are clarified and progressed.

Does this work with Odoo 18?

Yes, Use Case Factory is built for Odoo 18.

Can I link a use case to a specific contact or lead?

Yes, contact linking connects each use case to the relevant contacts and leads in your CRM.

What does "requirement tracking" mean here?

It means recording and following the specific business requirements behind an opportunity, so nothing agreed upon gets lost before or during a project.