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Smart Follow-up Tracker

by
Odoo
v 18.0 Third Party 3
Download for v 18.0 Deploy on Odoo.sh
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 319
Technical Name mak_smart_followup_tracker
LicenseLGPL-3
Websitehttp://makerpsolutions@gmail.com

Smart Follow-up Tracker

Never Miss a Follow-up Across Sales, Invoices & Purchases

  • Automatically track missed follow-ups

  • Unified follow-up engine across Sales, Accounting & Purchase

  • Manager-friendly dashboard & logs

Why Smart Follow-up Tracker?

In real business scenarios, sales teams forget callbacks, finance teams miss invoice chasing, and purchase teams overlook vendor delays.

Smart Follow-up Tracker solves this problem by automatically creating follow-up activities and giving managers complete visibility.

1. Configure Follow-up Rules

Easily define when and how follow-ups should be created.

  • Select target document (Quotation / Invoice / Purchase Order)

  • Set delay in days

  • Choose activity type

2. Automatic Follow-up Activities

Once rules are configured, the system automatically creates follow-up activities without manual intervention.

  • No duplicate activities

  • Assigned to responsible user

  • Multi-company safe

3. Missed Follow-ups Dashboard

Managers get a complete overview of all generated follow-ups in one place.

  • Track which document needs attention

  • See responsible user

  • Improve accountability

User Group Configuration

Access to follow-up features is restricted. Only users assigned to the Followup User group can view and manage follow-ups.

  • Assign users to the Followup User group via Settings → Users & Companies → Users

  • Only users in this group can create, view, or edit follow-up activities

  • Helps maintain security and accountability

Followup User Group Configuration

Business Use Cases

  • Sales teams never miss customer follow-ups

  • Finance teams reduce overdue payments

  • Purchase teams track delayed vendor deliveries

  • Managers gain real-time visibility

Free Support

30 Days Free Support for Bug Fixes

MakERP provides end-to-end Odoo solutions including implementation, customization, and integrations.

Redistribution of this module is not allowed.
For any questions or support, contact us at makerpsolutions@gmail.com.


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