OCA crm and marketing modules for Odoo

Confirmed modules per version

OCA repositories in this area

• event 53
• crm 48
• survey 31
• donation 8
• mass-mailing 7
• crowdfunding 5

Other areas

• Accounting and finance
• Sales
• Purchases
• Inventory and logistics
• Manufacturing and maintenance
• Products and catalogue
• Human resources
• Projects and timesheets
• Field service and customer support
• Point of sale
• Website and e-commerce
• Country localisations
• Contracts and documents
• Integrations, EDI and connectors
• Industries and verticals
• Technical tools and administration

Modules in this area

• Claims ManagementOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_claim

  Track customer and vendor claims and grievances in Odoo, from the first report to resolution. Claims can be created manually or automatically from incoming emails, and analysed in a dedicated report.

• Sequential Code for ClaimsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_claim_code

  Adds an automatic, unique claim number to every customer claim in Odoo. The number is generated from a sequence (e.g. CLM0001) and can be searched from the claims list.

• CRM Claim TypesOdoo 12, 13, 14, 15, 16, 17, 18
  crm_claim_type

  Classify CRM claims by type (Customer, Supplier, Other) and configure which claim stages apply to each type. The claim type becomes a required field on every claim.

• CRM Date Deadline RequiredOdoo 16, 18
  crm_date_deadline_required

  Makes the Deadline field mandatory on opportunities in CRM. When a record is an opportunity, users cannot save it without filling in the deadline date.

• CRM Event CategoryOdoo 12, 13, 15, 17, 19
  crm_event

  Link CRM leads and opportunities to an event category and record how many seats a customer would buy, then see totals of interested leads and wanted seats per event category.

• CRM ExceptionOdoo 16, 17
  crm_exception

  Lets you define custom exception rules for CRM opportunities and apply them to specific sales stages, so Odoo automatically flags leads that break your rules.

• CRM IndustryOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_industry

  Adds Main Industry and Secondary Industries fields to leads and opportunities, so sales teams can classify and group their pipeline by industry.

• Klaviyo APIOdoo 12
  crm_klaviyo

  Lets administrators store Klaviyo API keys in Odoo, per company or shared, so other modules or automated actions can connect to Klaviyo.

• European NACE categories in CRMOdoo 12, 14
  crm_l10n_eu_nace

  Adds European NACE activity categories to CRM leads and opportunities, and copies them to the customer record when a lead is converted.

• Sequential Code for Leads / OpportunitiesOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_lead_code

  Adds an automatic sequential reference number to every lead and opportunity in Odoo CRM, shown on forms, lists and kanban cards and searchable by that number.

• CRM Lead CurrencyOdoo 12, 14, 16, 17, 18, 19
  crm_lead_currency

  Lets you record a lead or opportunity amount in the customer's own currency. When that currency differs from your company currency, Odoo converts it to fill in the expected revenue automatically.

• Firstname and Lastname in LeadsOdoo 12, 13, 14, 15, 16, 17, 18
  crm_lead_firstname

  Split the contact name on CRM leads into separate First name and Last name fields, and carry those names over when a lead is converted into a contact.

• CRM Lead ProductOdoo 12, 13, 16, 17, 18
  crm_lead_product

  Add product lines to leads and opportunities in CRM, with expected and probability-weighted revenue per product, plus a Pipeline by product report with pivot, graph and list views.

• Crm Lead Search in ArchiveOdoo 14, 16
  crm_lead_search_archive

  Adds an "Archived or Not" filter to the CRM leads and opportunities search bar, so users can list active and archived leads together in one view.

• Register a lead directly in an eventOdoo 12
  crm_lead_to_event_registration

  Register a lead or opportunity directly into an event, creating an event registration from the lead's contact details. The registration is confirmed automatically when the lead is won and cancelled when it is lost.

• Lead to TaskOdoo 16, 17, 18, 19
  crm_lead_to_task

  Convert CRM leads or opportunities into project tasks directly from the lead form, keeping the conversation and attachments, and optionally archiving the lead afterwards.

• VAT in leadsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_lead_vat

  Adds a TIN/VAT field to CRM leads and opportunities, and keeps it in sync with the linked customer's VAT number.

• CRM locationOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_location

  Adds a "City completion" field on CRM leads so users can pick a zip/city location and have the zip code, city, state and country filled in automatically.

• NUTS Regions in CRMOdoo 12, 14, 16
  crm_location_nuts

  Adds NUTS region fields (levels L1 to L4) to leads and opportunities in CRM, so you can record and analyse the geographic region of each lead.

• CRM Lost Reason RequiredOdoo 17, 19
  crm_lost_reason_required

  This module makes the lost reason mandatory when marking a CRM lead or opportunity as lost. Users must pick a reason in the 'Mark as Lost' wizard before they can confirm.

• CRM Meeting Commercial PartnerOdoo 12, 13
  crm_meeting_commercial_partner

  Shows the total number of meetings for a company by counting meetings held with all of its contacts, not just the company itself.

• CRM Multicompany Reporting CurrencyOdoo 15
  crm_multicompany_reporting_currency

  Shows each CRM opportunity's expected revenue converted into a single group-wide reporting currency, so teams working in different company currencies can compare pipeline values on one common scale.

• CRM Partner AssignOdoo 15, 16, 17, 18, 19
  crm_partner_assign

  Assign an associate partner (and a contact person) to CRM leads and opportunities, and link partners to the partner who implements for them. Track and group leads by assigned partner.

• CRM Partner CapitalOdoo 18
  crm_partner_capital

  Adds company financial profile fields (capital, turnover range, company size) to CRM leads and opportunities, and shows them in forms, lists and filters.

• CRM Partner Employee QuantityOdoo 18
  crm_partner_employee_quantity

  Adds employee quantity information to CRM leads and opportunities, so salespeople can see how big a prospect's workforce is and group records by company size range.

• CRM Partner RequiredOdoo 16, 18
  crm_partner_required

  Makes the customer (partner) field mandatory on CRM opportunities. Users can no longer save or quick-create an opportunity without selecting a customer, while leads stay unchanged.

• CRM Phone Number ExtensionOdoo 14
  crm_phone_extension

  Adds a phone extension field to CRM leads and opportunities, so users can store an extension number next to the main phone number.

• CRM Phone CallsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  crm_phonecall

  Track, schedule and log phone calls linked to contacts, leads and sales teams, then analyse them with graphs and pivot reports. Calls can be converted into opportunities or turned into calendar meetings.

• Phonecall plannerOdoo 12, 13, 15, 17, 18
  crm_phonecall_planner

  Plan and automatically generate a schedule of phone calls for your partners based on their ideal call times, call duration, and date range. The planner creates the calls in bulk and shows them in a list, calendar, or form view.

• Crm Phonecall ResultOdoo 18
  crm_phonecall_result

  Lets you record the outcome of each CRM phone call (for example Positive, Negative, Wrong number) and then filter, group and analyse calls by that result.

• Restricted Summary for Phone CallsOdoo 12, 13, 14, 15, 17, 18, 19
  crm_phonecall_summary_predefined

  Lets you pick a phone call summary from a controlled list instead of typing free text. Only sales managers can add or edit the summaries; salespeople just choose one.

• Lead to TaskOdoo 13, 14, 15
  crm_project

  Adds a 'Convert to Task' button on leads and opportunities that opens a wizard to create a project task, moving the lead's messages and attachments to the new task.

• CRM Project CreateOdoo 16, 18, 19
  crm_project_create

  Lets salespeople create a project directly from a lead or opportunity in CRM. A button on the lead form opens a small dialog to name and describe the project, then links the new project to the lead.

• CRM Project TaskOdoo 15, 16, 17, 18, 19
  crm_project_task

  Create project tasks directly from CRM leads or opportunities and jump back and forth between the task and its originating lead.

• CRM Sale MarketingOdoo 12
  crm_sale_marketing

  When you create a quotation from an opportunity, the marketing details (campaign, medium and source) are carried over automatically to the new quotation.

• Crm Sale Secondary SalespersonOdoo 12, 13
  crm_sale_secondary_salesperson

  When a sales order is linked to an opportunity, the secondary salesperson set on that opportunity is automatically copied onto the sales order.

• Crm Salesperson PlannerOdoo 13, 15, 16, 17, 18
  crm_salesperson_planner

  Plan and track salesperson visits to customers from CRM. Create recurring visit templates that automatically generate visits and all-day calendar events, and link each visit to the opportunities to be discussed.

• Crm Salesperson Planner SaleOdoo 15, 16
  crm_salesperson_planner_sale

  Link sales quotations and orders to salesperson visits, so you can create a quotation directly from a visit and see how many quotations and confirmed orders came from it.

• Crm Secondary SalespersonOdoo 12, 13
  crm_secondary_salesperson

  Adds a "Secondary Salesperson" field to CRM leads and opportunities, so a second salesperson can be linked to a lead alongside the main one.

• CRM Only Security GroupsOdoo 13, 14, 15, 16, 18
  crm_security_group

  Adds four CRM-only security levels (Own, Team, All, Administrator) so you can give users access to CRM without giving them Sales access. It hides sales-related buttons, menus and dashboard figures from users who only have CRM rights.

• Crm Stage MailOdoo 16, 18
  crm_stage_mail

  Lets you attach an email template to each CRM stage, so an email is automatically sent to the customer when a lead or opportunity reaches that stage.

• CRM stage multiple teamsOdoo 16, 18
  crm_stage_multi_team

  This module lets a CRM stage be shared by several sales teams instead of just one. Users can assign multiple teams to a stage, and leads only see stages that belong to their team or to no team.

• CRM stage probabilityOdoo 13, 14, 15, 16, 17, 18, 19
  crm_stage_probability

  Set a fixed success probability on each CRM stage so opportunities automatically get that percentage when they enter the stage, and mass-update existing leads.

• CRM Stage TypeOdoo 12, 13
  crm_stage_type

  Adds a Type field to CRM stages so each stage can be marked as Lead, Opportunity or Both, and only matching stages are offered on leads and opportunities.

• Crm Team ParentOdoo 12, 18
  crm_team_parent

  Lets you organise sales teams into a hierarchy by assigning each team a parent team, and shows the child teams on the team form.

• CRM Team ZIP AssignmentOdoo 16
  crm_team_zip_assign

  Automatically assigns CRM sales teams to contacts based on their ZIP code, country and state. Teams are configured with ZIP patterns, priority and optional extra conditions, and partners can be excluded from the automatic assignment.

• CRM won reasonOdoo 15, 18
  crm_won_reason

  Lets salespeople record why an opportunity was won, just like lost reasons. A new 'Won' button opens a small pop-up where a win reason is chosen before the opportunity is marked as won.

• CRM Won Restrict Per StageOdoo 15, 16, 18, 19
  crm_won_restrict_per_stage

  Lets you control, stage by stage, whether the "Won" button is visible on CRM opportunities, and blocks moving an opportunity into a won stage from a stage where the button is hidden.

• CrowdfundingOdoo 14, 18
  crowdfunding

  Turn Odoo into a crowdfunding platform: publish funding challenges on your website, collect pledges through online payments, and pay the vendor who delivers the work, with an automatic commission fee.

• Crowdfunding: Claim challengesOdoo 14
  crowdfunding_claim

  Portal users can claim an open crowdfunding challenge for themselves with a Claim button on the challenge page, and the discussion area is hidden right after claiming.

• Crowdfunding (demo data)Odoo 14, 18
  crowdfunding_demo

  Installs demo data so the Crowdfunding module is ready to use on test/demo databases. It removes default taxes from the crowdfunding product and from the main company, and pulls in demo and custom payment providers.

• Crowdfunding: Public pledgesOdoo 14, 18
  crowdfunding_public_pledge

  Lets donors choose to publish their crowdfunding pledge on the challenge's website page, and shows paid public pledges under the challenge description.

• Crowdfunding ScheduleOdoo 18
  crowdfunding_schedule

  Lets you set a start and end date/time on a crowdfunding challenge so pledges are only accepted during that window, with countdown timers and status messages shown on the public challenge page.

• DonationOdoo 12, 13, 14, 16, 18
  donation

  Manage donations in Odoo: record cash, check, credit-transfer and in-kind donations, validate them to generate journal entries and tax receipts, and print thanks letters. Donations can also be created directly from bank statement lines.

• Donation Bank Statement OCAOdoo 16
  donation_bank_statement_oca

  Adds a Donation button on bank statement lines so accountants can turn a credit transfer received in the bank into a donation in one click, instead of manually creating the donation and its accounting entries.

• Donation BaseOdoo 12, 13, 14, 15, 16, 18
  donation_base

  This base module lets you mark products as donations, flag donors, and manage donation tax receipts (one-time or annual) with printing and emailing. It adds no donation workflow by itself; it prepares the data and receipt object used by the donation modules.

• Donation Direct DebitOdoo 14, 16
  donation_direct_debit

  When a donation paid by SEPA direct debit is validated, Odoo automatically creates or updates a draft direct debit payment order and links the donation to it. A mandate can be required and is auto-filled from the donor's valid mandate.

• Donation RecurringOdoo 14, 16
  donation_recurring

  Manage recurring donations: create recurring donation templates, suspend or re-activate them, and generate the actual donations for a given date in one click.

• Donation SaleOdoo 14
  donation_sale

  Lets you record donations directly on sale orders and invoices, and automatically issues tax receipts to donors, either one per donation or one annual receipt per donor.

• Event activitiesOdoo 12
  event_activity

  Adds the standard Odoo activity scheduler (to-dos, calls, meetings with deadlines) to events and event registrations, so you can plan and track follow-up work on them.