Customer Follow-up Reminder Automation
This module helps you automatically send customer follow-up reminders using scheduled cron jobs. It is ideal for CRM teams and businesses that want to ensure no customer follow-up is missed.
Key Features
- Automatic follow-up reminders using cron
- Configurable follow-up days
- Dynamic message templates using {{ }} variables
- Works with Customers and CRM Leads
- No external API dependency
- Clean and easy configuration
How It Works
- Create a follow-up reminder configuration
- Select the target model (Customer or CRM Lead)
- Define after how many days the reminder should be sent
- Write a dynamic reminder message
- The system automatically processes reminders daily
Example Message
Hello {{name}}, this is a reminder regarding your recent interaction with us.
Compatible Odoo Versions
- Odoo 16
Use Cases
- CRM follow-ups
- Customer engagement reminders
- Sales lead follow-up automation
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