CRM Lead Auto Tagger | Automatic Lead Classification by Keywords | Odoo 19
by Odoo Cube https://odoocube.com$ 9.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 117 |
| Technical Name |
crm_lead_auto_tagger |
| License | OPL-1 |
| Website | https://odoocube.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 117 |
| Technical Name |
crm_lead_auto_tagger |
| License | OPL-1 |
| Website | https://odoocube.com |
CRM Lead
Auto Tagger | Automatic Lead Classification by Keywords
for Odoo 17 / 18 / 19
CRM Auto Tagger
👑 CRM Lead Auto Tagger | Automatic Lead Classification by Keywords
CRM Auto Tagger
💸
Define keyword-to-tag mapping rules (unlimited rules)
📌
Rules inspect lead name, description, source, and notes
📈
Tags applied instantly on lead creation and when lead is updated
📋
Case-insensitive keyword matching
🛠
Multiple keywords per rule (comma-separated OR logic)
🔢
Multiple rules can apply multiple tags to the same lead
Setup Guide — How It Works
Step-by-step guide to using this module
💰 Define keyword-to-tag mapping rules (unlimited rules)
Define keyword-to-tag mapping rules (unlimited rules)
🔢 Rules inspect lead name, description, source, and notes
Rules inspect lead name, description, source, and notes
👤 Tags applied instantly on lead creation and when lead is updated
Tags applied instantly on lead creation and when lead is updated
📊 Case-insensitive keyword matching
Case-insensitive keyword matching
📋 Multiple keywords per rule (comma-separated OR logic)
Multiple keywords per rule (comma-separated OR logic)
What This Module Does
❌ The Problems
Manual workarounds, spreadsheets, and error-prone processes slow down your team and create compliance risks. Without the right automation, your staff spends time on tasks that should be handled automatically.
✅ The Solutions
- Define keyword-to-tag mapping rules (unlimited rules)
- Rules inspect lead name, description, source, and notes
- Tags applied instantly on lead creation and when lead is updated
- Case-insensitive keyword matching
Where It Applies
Auto-tag leads mentioning pricing as Hot Lead for fast follow-up
Tag leads from specific regions for territory-based team routing
Classify product interest areas automatically from lead descriptions
Separate B2B from B2C leads based on keywords in the message
Compatibility
✓ Odoo 17 / 18 / 19 Community ✓ Odoo 17 / 18 / 19 Enterprise ✓ Depends on: base, crmKey Features
💸 Define keyword-to-tag mapping rules (unlimited rules)
Define keyword-to-tag mapping rules (unlimited rules)
📌 Rules inspect lead name, description, source, and notes
Rules inspect lead name, description, source, and notes
📈 Tags applied instantly on lead creation and when lead is upd
Tags applied instantly on lead creation and when lead is updated
📋 Case-insensitive keyword matching
Case-insensitive keyword matching
🛠 Multiple keywords per rule (comma-separated OR logic)
Multiple keywords per rule (comma-separated OR logic)
🔢 Multiple rules can apply multiple tags to the same lead
Multiple rules can apply multiple tags to the same lead
📄 Works on leads from website forms, emails, manual entry, or
Works on leads from website forms, emails, manual entry, or CRM import
🗑 Rule manager with enable and disable toggle per rule
Rule manager with enable and disable toggle per rule
Key Positioning
Why This Module Matters For Your Business
Save Time
Automate repetitive tasks and let your team focus on what matters.
Stay Accurate
Eliminate manual errors with structured, auditable records.
Better Decisions
Visibility and reporting built in â make informed decisions faster.
Frequently Asked Questions
QIs this compatible with Odoo 19?
Yes, fully compatible with Odoo 17, 18 and 19 Community and Enterprise.
QDoes it work with both Community and Enterprise?
Yes. The module is tested on both Odoo Community and Enterprise editions for versions 17, 18 and 19.
QIs a subscription required?
No. It is a one-time purchase of $9.00 with lifetime access and free bug-fix updates.
QHow do I get support?
Email us at info@odoocube.com. Include your Odoo version, module version, and a description of the issue.
Support & Contact
Bug Reports
Include Odoo version, module version, and --log-level=debug server log.
$9.00
One-time · Odoo 17 / 18 / 19 · OPL-1
✓ Lifetime access ✓ Free updates ✓ Email support ✓ Community & Enterprise
Get It Now — $9.00Why OdooCube?
Practical, lightweight Odoo modules built for real business operations
Practical Focus
Modules built around how operations actually run, not just demo flows.
Multi-Version Support
Every module on Odoo 17, 18 and 19 — Community & Enterprise, fully tested.
Email Support Included
Free bug-fix updates and email support included with every purchase.
Most Demanded Apps
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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