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CRM Recurring Follow-up

by
Odoo

$ 228.53

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 389
Technical Name crm_recurring_followup
LicenseOPL-1
Websitehttps://tenantlens.co.za
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 389
Technical Name crm_recurring_followup
LicenseOPL-1
Websitehttps://tenantlens.co.za
CRM Recurring Follow-up banner

CRM Recurring Follow-up

Automatically create the next CRM opportunity when a deal is won — immediately or on a schedule.

Designed for sales teams that work with repeat customers, reorders, account management, and long-term customer pipelines.

Key Benefits

  • Reduce missed follow-up opportunities
  • Keep recurring sales cycles visible in CRM
  • Support immediate and delayed next-opportunity creation
  • Route follow-ups into a dedicated recurring workflow

Main Features

  • Won-stage trigger
  • Delay by minutes, hours, days, weeks, or months
  • Optional recurring stage assignment
  • Optional recurring tag assignment
  • Wizard-based Won + Follow-up flow
  • Scheduled action for delayed creation
CRM Recurring Follow-up features

How It Works

1. Configure

Enable recurring follow-up on the opportunity and choose whether the next opportunity should be created immediately or later.

2. Win the Deal

Move the opportunity to a Won stage or use the Won + Follow-up wizard to confirm the behavior.

3. Continue the Cycle

The next opportunity is created immediately or by the scheduled action at the configured time.

Screenshots

Opportunity recurring section
Optional scheduled creation of new cards and other settings
Generated recurring opportunity.

Use Cases

  • Recurring customer sales
  • Reorder-driven sales teams
  • Wholesale and distribution follow-up
  • Account management workflows
  • Repeat-order opportunity planning

Important Notes

  • Supports Odoo 16.0
  • Designed for Community Edition
  • Depends on CRM and Mail
  • Not a subscription billing module
  • Not a recurring invoicing module

Support

For support requests, contact: support@tenantlens.co.za

CRM Recurring Follow-up

This module automates recurring CRM opportunity creation for repeat-customer sales workflows.

Functional Summary

  • Create the next opportunity when the current one is Won
  • Support immediate or delayed follow-up creation
  • Route generated opportunities to a dedicated recurring stage
  • Optionally apply a recurring tag

Setup

Install the module, then configure the opportunity with recurring follow-up settings.

Usage

Mark the opportunity as Won or use the Won + Follow-up wizard.

Support

Contact: support@tenantlens.co.za

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Simple but works perfectly
by
davis
on 3/30/26, 2:27 AM Author

Really useful, thank you!