Give Your CRM a Real Agency and Agent Network
Group your resellers into agencies, give every agency its own agents, and let the whole CRM pipeline be filtered, grouped and pre-filled by the agent who brought the deal.
Get in touch - we’ll walk you through.
Filter the pipeline by agent or by agency, straight from the search panel
Quick create an opportunity and the Agent is already filled in from the selected section
Every agency shows how many agents work for it - one click to open them
Agents stay ordinary contacts, simply linked to the agency they belong to
Dedicated Agencies and Agents menus under CRM / Sales
Switch agency assignment on or off for each sales team
The Solution: Two Levels Instead of One Flat List
Odoo's standard Resellers feature knows a single assigned partner. Real indirect sales are rarely that flat: an agency signs the contract, but a named agent inside it owns the relationship. This module adds that second level without a new model - a company with a partner level becomes an agency, the people under it become its agents, and every opportunity carries both.
How It Works
Set a Partner Level
Give a company a partner level in the Partner Assignment tab. With a level above zero it is an agency; an individual under it becomes one of its agents.
Enable the Team
Tick Agency Assignment on the sales teams that work with agencies. Teams without it keep the standard pipeline, untouched.
Work From the Search Panel
The pipeline gains Agent and Agency sections with live counters, plus My Agents, My Agencies filters and an Agency group by.
Quick Create and Go
Create an opportunity from a column and the Agent comes pre-filled from the agent - or the agency's first agent - you had selected.
Main Features
Odoo's standard Resellers feature knows a single assigned partner. Real indirect sales are rarely that flat: an agency signs the contract, but a named agent inside it owns the relationship. This module adds that second level without a new model - a company with a partner level becomes an agency, the people under it become its agents, and every opportunity carries both.
Agencies and agents, automatically
A partner level turns a company into an agency and its contacts into agents. No extra model, no parallel hierarchy to maintain.
Agent and Agency on every lead
Opportunities get an Agent field limited to real agents, and an Agency field derived from that agent and stored for grouping and reporting.
Search panel with counters
Agent, Agency, Salesperson, Stage and Sales Team sections on the pipeline, each with record counts, so you can drill down in one click.
Smart quick create
Pick an agent - or just an agency - in the search panel and new opportunities inherit it, locked when it was opened from the agent itself.
Agents count on the agency
An Agents stat button on the agency form opens its agents, ready to create the next one under the right parent.
Per team switch
Agency Assignment is a plain checkbox on the sales team, so you can roll the feature out team by team.
Ready to see who really brought the deal?
Put your agencies and their agents on the pipeline and keep every opportunity attributable.
Business Benefits
Attribution you can trust
Every opportunity carries the agent and, through them, the agency - so pipeline and revenue can be read per agency at any time.
Less typing, fewer mistakes
Working inside an agent's section of the pipeline means new opportunities are assigned correctly without anyone picking from a long list.
Clean contact data
Agents can only be filed under a real agency, and agencies can only be companies, so the hierarchy stays sound as the network grows.
Adopt it gradually
One checkbox per sales team decides who sees the agency layer, so you can pilot it with a single team first.
What You Get
Agency and agent flags on contacts | Agents count and stat button | Agent and Agency on opportunities | Agent / Agency search panel with counters | My Agents and My Agencies filters | Agency group by | Agencies and Agents menus | Quick create defaults | Per team switch
Requirements
Runs on Odoo 16.0, Community or Enterprise. Installs the standard CRM and Resellers (website_crm_partner_assign) apps, which it extends. No external service and no configuration beyond a partner level and the team checkbox.
Reliable Support & Development by Solvve
Deep expertise
Built by the Solvve team, with years of hands-on Odoo CRM and partner channel work behind it.
Quick support
Questions, a tweak, or a different agency hierarchy? Write to us and you reach the people who wrote the code.
Complete access
You receive the full module - install it, read it, adapt it to the way your channel actually works.