| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 2700 |
| Technical Name |
smart_sales_followup |
| License | LGPL-3 |
| Website | https://www.auraodoo.tech |
🚀 Smart Sales Follow-Up & Reminder
Automate your sales follow-ups and never lose a deal again!
Odoo 19 CompatibleRecent activity
3-7 days idle
Needs attention
💰 Why Your Business Needs This
- ✓Salespeople forget follow-ups - this module reminds them automatically
- ✓No visibility on who to call today - see everything on one dashboard
- ✓Managers can't track sales activity - full history and reporting
- ✓Leads go cold after quotation - automatic temperature tracking
- ✓Works for EVERY company using Odoo Sales
✨ Key Features
Auto Follow-Up Reminders
Automatic reminders when quotations are sent. Configurable schedule: Day 2, Day 5, Day 10.
Lead Temperature
Visual Hot/Warm/Cold status on quotations and leads. Color badges in all views.
WhatsApp Integration
One-click WhatsApp with pre-filled message. Customer phone auto-detected.
Email Templates
Professional follow-up email templates. Activity logged automatically.
OWL Dashboard
Real-time analytics: Today's follow-ups, overdue items, conversion rates.
Live Alerts
Real-time notifications via bus.bus. Never miss an urgent follow-up!
📸 Dashboard Preview
Interactive dashboard with KPIs, temperature distribution, and actionable follow-up lists
📋 Follow-Up Schedule
| Day | Action | Temperature |
|---|---|---|
| Day 0 | Quotation Sent | 🔥 Hot |
| Day 2 | First Reminder | 🔥 Hot |
| Day 3-7 | Second Reminder | 🟡 Warm |
| Day 10+ | Mark as Cold | 🔵 Cold |
🎯 Stop Losing Deals Today!
Every quotation that goes without follow-up is potential revenue lost.
This module pays for itself with the first deal it saves.
🔧 Technical Specifications
- Odoo Version: 19.0
- Dependencies: sale_management, crm, mail, bus, web
- Frontend: OWL (Odoo Web Library)
- Real-time: bus.bus integration
- License: LGPL-3
🚀 Installation
- Download and extract the module to your addons folder
- Update the app list in Odoo
- Search for "Smart Sales Follow-Up" and install
- Configure settings in Follow-Up > Configuration
Made with ❤️ for Odoo 19
© 2024 Aura Odoo. All rights reserved.
📞 Get in Touch
Aura Odoo
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auraodoo.tech
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