| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1621 |
| Technical Name |
br_followup_engine |
| License | OPL-1 |
| Website | https://www.braincuber.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1621 |
| Technical Name |
br_followup_engine |
| License | OPL-1 |
| Website | https://www.braincuber.com |
| Versions | 17.0 18.0 19.0 |
Follow-Up and Escalation Engine
Never let a lead or invoice go cold. Define rules that watch any record, then auto-create activities, send emails, fire webhooks and escalate when nothing happens - with a full log of every follow-up.
record
types
17 / 18 / 19
response
Reminders that show up on the record
When a rule fires, the engine plans the activity, drafts the email and assigns the right user - right on the document.
Follow up automatically, every time
Rules for Any Model
Watch leads, invoices or any record with custom domain filters.
Smart Triggers
Fire on no activity since X days, overdue dates and more.
Multiple Actions
Create activities, send email templates or call a webhook - in sequence.
Escalation Levels
Step up to managers automatically when a follow-up stays unresolved.
Webhook Connectivity
Notify third-party tools with a configurable webhook timeout.
Logs and History
Every trigger, action, status and response time recorded for review.
Configure rules, watch them run
Everything included
Rule Builder
Model, priority, company and active toggle per rule.
Trigger Conditions
No activity since X days plus custom domain filters.
Create Activity Action
Plan a to-do with summary and assigned user.
Send Email Template
Auto-send a chosen template to the right recipient.
Escalation and Webhooks
Escalation levels and outbound webhook calls.
All Editions
Works on Community, Enterprise and Odoo.sh.
Quick start guide
Install the module
Install "Follow-Up and Escalation Engine" from Apps.
Create a follow-up rule
Set the model, trigger, actions and escalation levels.
Let it run
The engine triggers actions and logs every follow-up.
Supported Odoo versions
Talk to our Odoo team
Need SMS follow-ups, custom escalation chains, or another tailored module? We reply within 24 hours.
Email us: info@braincuber.com
Scan a QR with your phone camera to chat or visit our site - or email us using the button above.
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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