Smart Customer Tagging & Auto Customer Segmentation
Smart Customer Tagging & Auto Customer Segmentation is an intelligent Odoo module designed to
revolutionize your Customer Management and Customer Analytics. By automatically classifying customers
based on purchasing behavior and sales performance, this Odoo Customer Tagging solution completely
eliminates manual tracking efforts. It analyzes confirmed sales orders, total revenue, order frequency,
and the last purchase date to assign meaningful categories such as New, Repeat, High Value, VIP, and
Inactive. This ensures your Sales Customer Segmentation is always accurate, up-to-date, and actionable.
Seamlessly integrating with Odoo CRM and Odoo Sales, this Customer Classification module continuously
monitors client activity. Through an automated scheduled process, it provides Auto Update Customer Tags
without requiring any human intervention. Administrators can easily configure revenue thresholds, order
count requirements, and inactivity periods directly from Odoo Settings, making the Revenue-Based
Segmentation highly adaptable to your specific business model.
Equipped with color-coded customer badges and advanced filtering, this Intelligent Customer Tagging tool
empowers your sales and marketing teams. It helps quickly identify VIP Customers, prioritize follow-ups,
and execute highly targeted Marketing Segmentation campaigns. By leveraging these Sales Insights and
Customer Behavior Analysis Odoo, businesses can dramatically improve Customer Retention, optimize their
Customer Lifecycle Management Odoo, and drive smarter, data-driven decisions.
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Hot Features
Automatic Customer Classification:
Eliminate manual tagging with a system that categorizes clients automatically based on live sales data.
Configurable Business Rules:
Easily set your own criteria and thresholds for customer tiers directly within Odoo settings.
VIP & High Value Customer Identification:
Instantly spot your most lucrative buyers for priority support and exclusive offers.
Scheduled Tag Updates:
A reliable daily cron job ensures all Customer Categorization remains perfectly synchronized with recent purchasing activity.
Color-Coded Badges:
Enhance visual Customer Intelligence with striking badges across all partner views.
Advanced Search & Filtering:
Quickly group, search, and target specific customer segments for streamlined CRM operations.
Seamless Odoo Integration:
Works flawlessly out-of-the-box with Odoo CRM, Sales, and Partner Management apps.
Detailed Features
Set Up
Install the Smart Customer Tagging & Auto Customer Segmentation app from the Odoo App Store
Navigate to Settings >> General Settings.Locate the Customer Tag Configuration section.
Configure your specific business thresholds:
High Value Amount - The minimum total purchase amount a customer must reach to be marked as a High Value customer.,
VIP Amount - The minimum total purchase amount a customer must have to qualify as a VIP customer.,
VIP Order Count - The minimum number of completed orders a customer must place to become a VIP customer.,
Inactive Days - The number of days without any new order after which a customer is marked as Inactive.,
And save the configuration.
Work Flow
Customers place Sales Orders within your Odoo system. The module monitors these transactions, strictly considering only Confirmed and Done Sales Orders for evaluation.
Customer statistics are continuously and automatically calculated (Total Revenue, Total Sales Orders, Last Purchase Date).
Based on the rules you configured in the settings, the system evaluates this data and automatically classifies customers into appropriate tiers (New, Repeat, High Value, VIP, Inactive).
A scheduled background job runs daily to update customer tags, ensuring all classifications remain perfectly accurate over time.
Color-coded badges instantly populate across the Customer Form View, List View, and Kanban View.
Your sales and marketing teams can now search, filter, group, and target customers based on their assigned category, vastly improving CRM operations, RFM Analysis, and customer engagement.
Industry-Specific Use Cases
Easily identify your Repeat Customers and VIPs to send them exclusive promotional codes and reward Customer Loyalty.
Utilize Revenue-Based Customer Classification to offer tiered pricing structures or dedicated account managers to High Value Customers.
Monitor your clients Purchase History to spot and re-engage Inactive Customers who haven't placed a bulk order recently.
Track Customer Behavior closely to prevent churn, identifying when a previously active client drops off in order frequency.
Frequently Asked Questions (FAQs)
Everything is automated! A scheduled cron job handles Auto Update Customer Tags on a daily basis, ensuring your customer classifications are always based on the most recent sales data.
Absolutely. The module features highly Configurable Business Rules. You can easily adjust the revenue thresholds, order counts, and inactivity periods directly in Odoo's General Settings.
To ensure accurate Sales Customer Segmentation, the module only evaluates "Confirmed" and "Done" Sales Orders. Draft or cancelled quotations are safely ignored.
Yes! By providing Automated Partner Classification, your marketing team can easily filter the customer database by specific tags to build highly targeted Marketing Segmentation lists, significantly improving campaign ROI and Customer Retention.
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| Lines of code | 364 |
| Technical Name |
rcs_smart_customer_tagging |
| License | OPL-1 |
| Website | https://www.reliution.com |
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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