| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Community Apps Dependencies | Show |
| Lines of code | 2572 |
| Technical Name |
crm_sender_selection |
| License | LGPL-3 |
| Website | https://balane.tech |
| Versions | 16.0 17.0 18.0 19.0 |
Odoo Community has no outbound sales workflow
You have 200 leads. You want to email each one a personalized 3-step sequence. In standard Odoo, there's no way to do this. No sequences, no sender management, no way to track who got which email.
Your options: track everything in a spreadsheet, move to an external tool and lose CRM integration, or upgrade to Enterprise. None of these are great if you want to keep your pipeline in Odoo.
We ran into this ourselves
We run our own sales on Odoo Community. When we started doing outbound outreach, we hit the same wall everyone hits: no sequences, no sender management, no way to track which lead got which email. We tried spreadsheets. We tried external tools. The data always ended up outside our CRM.
So we built what we needed. This module runs our outbound sales every day. Every feature exists because we ran into the problem ourselves.
— Balane Tech Team
Campaign dashboard — see where every lead stands at a glance
Your daily workflow with this module
Four real scenarios from our own sales team.
Monday morning: 200 new leads
Cold outreach at scaleYou select all leads in the list view. One click assigns them to a campaign with a 3-step email sequence. The module sets each lead to "New", calculates when the first email is due, and queues everything.
Next morning, your rep opens the dashboard, sees 40 emails due today, and sends them — each personalized with the contact's name, company, and their own signature.
✓ 200 leads in sequence, 5 minutes setup
Assign leads to a campaign directly from the list view
A contact replies "not right now"
Follow-up managementThe reply gets detected automatically. The lead's status moves to "Replied". Your rep reads it, clicks "Not Now" — the lead stops receiving follow-ups. No emails leak out. The full conversation stays in the CRM thread where it belongs.
✓ Nothing falls through the cracksYour team has 3 reps, 3 sender addresses
Team outreachEach rep sends from their own email with their own name, signature, and SMTP server. The recipient sees a real person — not info@ or a shared mailbox. Replies go back to the rep who sent the email.
✓ Personal emails at scale
Each sender has their own display name, signature, and SMTP server
A company says "stop contacting us"
ComplianceOne click marks the company as "Do Not Contact". Every contact at that company is blocked across all campaigns instantly. No manual cleanup. The block cascades automatically — company to contacts to leads.
✓ One click, full cascade, audit trailFive objects. One flow. All inside Odoo.
No external tools, no API integrations, no data leaving your CRM.
Know where every conversation stands
Each lead tracks independently per campaign. Your rep sees exactly what to do next.
Your daily work queue — due dates, statuses, next steps
Write once, personalize for every lead
20+ placeholders pull data from the lead, contact, and sender automatically.
{{ first_name }}
{{ contact_name }}
{{ email }}
{{ phone }}
{{ mobile }}
{{ job_title }}
{{ company_name }}
{{ street }}
{{ zip }}
{{ city }}
{{ country }}
{{ website }}
{{ sender_name }}
{{ sender_email }}
{{ signature }}
{{ today }}
{{ current_day }}
Every email looks like it was written by hand
Do Not Contact — three levels
Block at the level that makes sense. Full audit trail with reason and timestamp.
Lead
Block one specific lead from all outreach.
Contact
Block a person across all their leads.
Company
Block a company. Cascades to all contacts and leads.
Ships with CRM Direct Email (Free)
CRM Direct Email
Pre-fills CRM contacts as email recipients automatically. No follower workaround. Installed as a dependency — no extra steps.
Free • Installed Automaticallysupport@balane.tech
Response within 48 business hours. Bug fixes included.
What You Need
This module requires access to custom addons and is not compatible with Odoo Online (SaaS).
Installation
Tested on a standard Odoo 19 system with its declared dependencies (crm, mail). We recommend installing on a staging database first, verifying everything works, and then deploying to production.
Disclaimer
Covered: Installs and runs on fresh Odoo 19 with declared dependencies. No known security vulnerabilities. Upgrades within Odoo 19 preserve existing data.
Not covered: Compatibility with third-party or OCA modules. Customer-specific customizations. Email deliverability, spam filters, DNS, or SMTP issues. Server infrastructure or database administration.
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