CRM Care Plan Management (Customer Relationship Follow-up, Revenue Summary, Plan based on Revenue)
by Hieu Hoang$ 63.87
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1207 |
| Technical Name |
hh_crm_plan_care |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 19.0 |
Customer Care Plan Management
Build meaningful customer relationships with structured care plans, real-time revenue insights, and automated customer segmentation - all seamlessly integrated into Odoo CRM.
Demo video comming soon
Turn every customer into a loyal relationship
Manage customer follow-ups systematically. Ensure no customer is forgotten - from care planning and visit tracking to real-time revenue analysis and frequency insights.
Modern and easy to use
The interface follows Odoo's native design - clean, fast, and mobile-friendly. Everything is where you expect it to be.
Care Dashboard (metrics today)
Customer Form View (Add page for care status, sales summary)
Customer Group (use in create plan batch screen, create batch customer matching domain).
Users can
domain partners by revenue this month, last month, or 2 months ago..., mix conditions
Plan Care List View
Plan Care Form View
Create batch view
Care Plan Report
New filters:
- No revenue this month
- Active customers (have revenue in last 3
months)
- Inactive customers (have purchase history but no recent revenue)
- No revenue this month
- No care
plan)
Plan with Purpose
Organize care plans for each customer or generate hundreds automatically using dynamic customer groups and domain filters.
Act with Clarity
Keep track of calls, visits, and follow-ups in one timeline. Every note is recorded and visible across the team.
Analyze in Real Time
Instantly view monthly revenue, care frequency, and top-selling products - without waiting for cron jobs or manual updates.
Powerful Features
Comprehensive Care Workflow
Manage the full lifecycle of customer care: Draft > Confirmed > Done > Cancel. Each plan includes responsible users, teams, and activity type for accountability.
Mass Creation Wizard
Create care plans for hundreds of customers in one click using CRM Customer Groups. Apply domains based on brands, products, or tiers to reach exactly the right audience.
Real-Time Revenue Metrics
Track monthly revenue dynamically N, N-1, N-2, N-3 months and the 3-month average - all calculated live when viewing a customer.
Customer Segmentation Filters
Instantly identify customers by smart filters:
- Active Customers - revenue in the last 3 months
- Inactive Customers - purchase history but no recent revenue
- No Revenue This Month - zero revenue in the current month
- No Care Plan - customers without active plans
- My Customers - owned by the logged-in user
Care Frequency Analytics
Automatically calculate the average number of days between completed care sessions for each customer - see who needs attention soon.
Top 10 Products Report
Instant overview of a customer's best-selling products. Quantities are normalized by base unit of measure for accurate comparison across sales.
Customer Care & Revenue Tab
A dedicated tab on the customer form displays all insights in one place - care plans, last contact dates, revenue summaries, frequency days, top products, and note history.
Interactive Dashboard
Visual summary of daily progress - Draft, Confirmed, Done, and Expired care plans. Click any metric to open its detailed list instantly.
Benefits for your team
Keep your customer follow-ups consistent and transparent across the organization.
Empower managers to monitor sales and service performance in real time.
Identify inactive customers before they churn - act fast using smart filters.
Measure impact with care frequency and monthly revenue analytics.
Save time with bulk creation and one-click dashboards.
How it works
1. Create
Generate care plans manually or in bulk using customer groups and advanced filters.
2. Execute
Carry out planned actions, record outcomes, and update statuses directly from the form view.
3. Review
Analyze customer engagement, sales results, and care frequency - all in one unified dashboard.
Compatibility
Works with Odoo 16 Community & Enterprise
Dependencies: sales_management
Installation: Add to addons path > Update Apps List > Install.
Need help or customization?
We provide implementation, onboarding, and full customization support for this module. Let's tailor the experience to your workflow.
Contact Author hieu.hoang121199@gmail.comOdoo 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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