| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 453 |
| Technical Name |
mjb_activity_subscription_at_risk |
| License | OPL-1 |
| Website | https://www.majorbird.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Subscriptions (sale_subscription)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 453 |
| Technical Name |
mjb_activity_subscription_at_risk |
| License | OPL-1 |
| Website | https://www.majorbird.com |
Satellite Module › Auto-Activity Scheduler › Subscriptions
Activity: Subscription At Risk
Automatically schedules a retention call activity on the salesperson when a subscription enters a paused or at-risk state - so your team acts before the customer churns, not after.
by Majorbird — Odoo Silver Partner
The Problem
At-risk subscriptions go unnoticed until it is too late
Subscriptions slip into a paused or at-risk state and no one notices until the customer has already churned. The salesperson responsible for the account only finds out when the subscription is cancelled - by then a retention conversation is too late and the MRR is already gone.
What You Get
3 things that work from day one
01
Retention call activity on state change
A phone call activity is automatically scheduled on the salesperson's dashboard when a subscription enters at-risk or paused state.
02
Pre-configured rule
Ships enabled and ready - the rule triggers on the standard at-risk/paused stages with no setup required.
03
Customizable deadline
Change the follow-up deadline or activity type from Settings > Auto-Activity Rules.
Powered By
Auto-Activity Scheduler
mjb_activity_rule — Configurable rule engine that automatically schedules Odoo activities based on record creation or state changes.
Up and Running
Install once — works automatically
Step 1 - Install
Install Activity: Subscription At Risk. The Auto-Activity Scheduler installs automatically.
Done - retention calls scheduled automatically
Every subscription that enters an at-risk or paused state will generate a retention call activity on the responsible salesperson.
Good to Know
Scope & limitations
Requires mjb_activity_rule (Auto-Activity Scheduler)
Requires the sale_subscription module (Subscriptions)
Triggers on standard at-risk/paused stages - customizing for non-standard stage names requires editing the rule domain
Built by Majorbird
Odoo specialists helping businesses automate what standard Odoo doesn’t cover.
Odoo Silver Partner — Vietnam, China, Mexico & Middle East — Manufacturing, Inventory & Accounting automation.
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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