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CRM Churn Predictor

by
Odoo
v 19.0 Third Party 16
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Supports:
Enterprise
Community
Availability:
Odoo Online
On Premise
Odoo.sh

CRM Churn Predictor

Advanced Behavioral Retention Engine. Predict churn risks using a weighted multi-signal algorithm analyzing Sales, Invoices, Helpdesk, and CRM interactions.

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Key Highlights

Behavioral Scoring Engine

Calculates a precise 0–100 score based on four key areas: Sales, Invoices, Tickets, and Engagement.

Invoice Revenue Analysis

Compares 3-month vs 6-month invoice data to detect growing, stable, or declining financial health.

Automated Daily Scoring

Scheduled 24-hour recalculation via Odoo Cron to ensure risk levels always reflect the latest sales and support data.

Partner Smart Buttons

A native heartbeat icon on the Customer Form allows account managers to view live scores instantly.

Retention Recommendations

Generates smart, bulleted text suggestions based on specific signal failures (e.g., win-back suggestions if no purchase in > 180 days).

CRM Alert Triggers

Automatically schedules a CRM To-Do Activity and posts a chatter note when a customer hits High or Critical risk.

Role-Based Access Control

Secure your customer data by navigating to Settings > Users & Companies > Users and configuring the CRM Churn Predictor access field. You can allow sales representatives to only track their own assigned customers ("User: Own Customers"), while granting managers full visibility over the entire company's retention pipeline ("Manager: All Customers").

Risk Kanban Board Dashboard

Visualize your customer retention pipeline grouped automatically by High, Medium, and Low risk thresholds.

Detailed Churn Score Profile

Check the exact details behind the score, such as recent purchases, total support tickets, and response times.

Retention Recommendations Tab

The form view includes a dedicated notebook tab that provides automated, rule-based text suggestions on how to retain the customer based on their failing data points.

Smart Button on Customer Profile

A quick-access heartbeat stat button added directly to the res.partner view. Clicking it opens the full Risk Assessment form.

Automated Alerts

Instantly notifies Account Managers by scheduling follow-up tasks and leaving warning notes when a customer's risk level rises to High or Critical.

Dynamic Score Recover

he churn score actively improves as new sales orders and invoices are recorded, ensuring your risk data is always up to date.

Our Features

01

Smart Risk Scoring: Calculates churn risk based on real business factors like days since last purchase, revenue drops, and support ticket volume.

02

Automated Alerts: Instantly notifies Account Managers by scheduling follow-up tasks and leaving warning notes on the customer's profile when risk levels rise.

03

Dynamic Score Recovery: Automatically lowers the risk level and clears warnings as soon as a customer makes a new purchase or their support situation improves.

Latest Releases

Latest Release 19.0.1.0.0
Add
10th March, 2026
Initial Commit.

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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 776
Technical Name crm_churn_predictor
LicenseLGPL-3
Websitehttps://www.cybrosys.com

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