CRM Sequences brings the kind of automated, branching follow-up cadences usually found only in dedicated sales-engagement tools straight into Odoo CRM. A sequence is a tree of steps: send a tracked email, wait a set time, or schedule a task for the lead's salesperson. Any email step can branch on its outcome, so a lead that opens or clicks gets one path and a lead that does not gets another.

You enroll leads manually with one click from the lead, or automatically by a domain that can read their lead score and grade. The engine sends the emails through Mass Mailing, schedules salesperson tasks as Odoo activities, follows the correct branch the moment an email is opened, clicked or replied to, and stops a lead the instant it is won, lost or replies, cancelling everything still queued. A visual flow builder draws the whole cadence as a diagram with live per-step stats, with standard list and form views always there as a fallback.

The visual flow builder draws the whole branching cadence

A welcome email branches into two paths: if it is opened, schedule a call task; if not, send a reminder email; then if a link is clicked, notify the owner. Each node carries live per-step stats.

Configure the sequence: steps, enrollment and stop rules

Set the steps, pick manual or automatic enrollment, and choose whether the lead stops on won, lost or reply. Everything lives on one clear form.

Enroll a lead in one click

A Start Sequence button on the lead opens a small wizard to pick a running sequence. The lead is enrolled instantly, and the engine takes it from there.

Watch every participant and its state

The participants view lists every lead currently in a sequence along with its state, so you always know who is running, who has stopped and why.

Trace every scheduled and processed step

The traces log is the per-step execution record: the scheduled and processed emails and tasks behind each participant, with full visibility into what ran and when.

Yes. CRM Sequences adds multi-step, branching follow-up cadences to Odoo Community CRM, with timed emails, wait steps and salesperson tasks. It is built fresh on Community APIs, so you do not need the Enterprise marketing automation app.

Each email step can have different next steps depending on what the lead does. The engine watches the tracked email and follows the matching branch when it is opened, clicked, replied to or bounced, and the opposite branch when it is not, so opened leads get a call task while unopened leads get a reminder email.

Two ways. Manually, with a Start Sequence button on the lead, or automatically, by giving the sequence a domain that matches the leads you want. The domain can read the lead score and grade from CRM Booster, so you can enroll only hot or marketing-qualified leads.

A lead stops automatically when its opportunity is won or lost, or when it replies, depending on the stop conditions you enable. Stopping cancels every remaining scheduled step so a closed or engaged lead never gets another automated message.

Yes. The visual flow builder draws your cadence as a branching diagram and shows live counts on each step, how many were sent, opened, clicked, replied and stopped, so you can see exactly where leads drop off and improve the sequence.

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