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

• Event badge designOdoo 14
  event_badge_design

  Adds tabs to the event form so you can upload images for the event logo and the different parts of an event badge (front, back, inner left, inner right).

• Event ContactsOdoo 13, 14, 16, 18
  event_contact

  Lets you store a list of contact people on each event and on each event type, so the right partners are available to answer attendee requests.

• Event Email ReminderOdoo 12, 13, 15, 17, 19
  event_email_reminder

  Automatically emails a reminder listing upcoming events to the responsible organisers before the events start. You can also mark event stages so their events are never included in these reminders.

• Event MailOdoo 12, 13, 14, 15, 16, 17, 18
  event_mail

  Lets you create reusable mail schedule templates for events and set a default one in the event settings, so new events automatically get their reminder and subscription emails pre-filled.

• Minimum seats in eventsOdoo 15, 17, 18, 19
  event_min_seat

  Lets you set a minimum number of attendees for events and event types, and highlights events in red in the list when registrations are below that minimum.

• Event projectOdoo 12, 14, 16, 17
  event_project

  Link a project to an event so the project automatically copies the event's name, dates, organizer and notes. Event managers can also see and count the tasks belonging to the event's project.

• Event Quick RegistrationOdoo 15
  event_quick_registration

  Adds an "Add attendees" button on the event form that opens a small pop-up to register several attendees at once for a chosen ticket, optionally confirming them immediately.

• Reasons for event registrations cancellationsOdoo 12, 13, 14, 17, 18, 19
  event_registration_cancel_reason

  Lets you define a list of cancellation reasons for event registrations and forces users to pick one when cancelling an attendee, so you can report why people cancel.

• Event Registration LanguageOdoo 13
  event_registration_lang

  Store and manage the language of each event attendee directly on the event registration, so you can see and filter registrations by language.

• Event Registration Mail ComposeOdoo 15
  event_registration_mail_compose

  Adds a "Send email" action to the Event Attendees list, letting you write one message and send it to several attendees at once using Odoo's email composer.

• Put event registrations emails into mailing listsOdoo 12, 14, 16, 18
  event_registration_mass_mailing

  Add selected event registrations to a mailing list directly from the registrations list view. A wizard lets you pick the mailing list and creates the missing contacts.

• Event Registration Multi QtyOdoo 12, 13, 14, 16, 18
  event_registration_multi_qty

  Lets an event accept registrations for several attendees at once: each registration gets a quantity, and seat counts are calculated from those quantities instead of one seat per registration.

• Unique Partner per EventOdoo 12, 13, 14, 15, 16, 17, 18, 19
  event_registration_partner_unique

  Adds a 'Forbid duplicates' option on events so the same attendee cannot be registered twice for the same event. When enabled, Odoo blocks any registration that would duplicate an existing attendee.

• Event Registration QR CodeOdoo 14, 15, 16
  event_registration_qr_code

  Automatically gives every event registration a unique QR code and prints it on event badges and tickets, so attendees can be identified by scanning.

• Free tickets no invoiceableOdoo 17, 18, 19
  event_sale_free_no_invoiceable

  Marks sales order lines for free event tickets (price 0) as not invoiceable, so they no longer appear in the 'to invoice' list.

• Event Sale Registration Multi QtyOdoo 12, 13, 14, 16, 18
  event_sale_registration_multi_qty

  Lets you sell event tickets where one sales order line covers several attendees, and keeps the attendee count and registration quantities in sync with the ordered quantity.

• Sell event reservationsOdoo 12, 13, 15, 17, 18, 19
  event_sale_reservation

  Sell event seats before the event exists: create products that reserve seats for an event type, track pending reservations on sales orders, and later convert them into real event registrations.

• Event Sale SessionsOdoo 13, 14, 15, 16, 18
  event_sale_session

  When selling tickets for events that are split into sessions, you can now pick the exact session on the sales order line, the ticket configurator and the attendee editor. Sessions also show their sales and unconfirmed seats, and reports can be grouped by…

• Event Sale Update QtyOdoo 17, 19
  event_sale_update_qty

  After a sale order with event tickets is confirmed, you can change the number of attendees directly from the order line. A small edit button opens a wizard to increase or reduce the quantity and manage the related registrations.

• Event SessionsOdoo 13, 14, 15, 16, 18
  event_session

  Lets you split an event into multiple dated sessions, each with its own attendees, seats and email schedule, and generate many sessions at once with a recurrence wizard.

• Event Registration Multi QtyOdoo 12, 13, 14, 16, 18
  event_session_registration_multi_qty

  When an event allows registering several attendees at once, this module makes each event session count the real number of attendees (quantity) instead of just the number of registrations, so seat availability is accurate.

• Event cancellation workflowsOdoo 15, 17, 18, 19
  event_stage_cancelled

  Adds a "Cancelled" stage for events and a Cancel Event button that moves the event to that stage and cancels all its attendees, plus a new mailing option to email attendees after the cancellation.

• Event Track Location OverlapOdoo 12, 13, 15, 17, 19
  event_track_location_overlap

  Adds an "Overlappable" option to event track locations so you can prevent two event tracks from being scheduled at the same place and time.

• Event Type Multi-CompanyOdoo 13
  event_type_multi_company

  Adds a Company field to Event Types so each event category can belong to one company or be shared by all. Users only see the Event Types of their own company plus the shared ones.

• Tracking Fields in PartnersOdoo 12, 13, 14, 15, 16, 17, 18, 19
  marketing_crm_partner

  Adds marketing tracking fields (Medium, Campaign, Source) to contacts and copies them automatically from a lead or opportunity when a contact is created from it.

• Mass mailing unsubscription metadataOdoo 12, 13, 14, 15, 16, 17, 18
  mass_mailing_custom_unsubscribe

  Records technical proof (IP address, browser, language) whenever a contact subscribes, unsubscribes, blocks or unblocks a mailing list, so you can justify mass mailings for GDPR. Also can redirect unsubscribers to the list preferences page.

• Mass mailing eventOdoo 12, 13, 14, 15, 16, 17, 18
  mass_mailing_event_registration_exclude

  Link mass mailing with events so that people already registered for an event can be automatically left out of the mailing. On a mailing you pick the event and which registration statuses to exclude.

• Dynamic Mass Mailing ListsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mass_mailing_list_dynamic

  Create dynamic mailing lists that automatically add (and optionally remove) contacts based on partner criteria, and sync them when you launch a mailing.

• Remove blacklisted emails from Mass Mailing ListsOdoo 16, 18
  mass_mailing_list_prune_blacklisted

  This module adds a button to Mass Mailing forms that lets you remove blacklisted contacts from the selected mailing lists. It also adds a wizard to confirm the removal.

• Link partners with mass-mailingOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mass_mailing_partner

  This module links mass-mailing contacts to Odoo partners by email, adds mailing contact and statistics smart buttons on the partner form, and lets you add selected partners to a mailing list from the partner list.

• Link partner titles with mass-mailingOdoo 19
  mass_mailing_partner_title

  Keeps the title (Mr, Mrs, Dr...) of mailing contacts in sync with the linked partner's title, and vice versa. Adds a Title field on the mailing contact form.

• Resend mass mailingsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mass_mailing_resend

  Adds a "Resend" button on completed mass mailings so you can put them back in draft and send them again to new recipients.

• Link partner to eventsOdoo 13, 14, 15, 16, 17, 18, 19
  partner_event

  Links contacts to event registrations: see how many events a contact attended from their form, register several contacts in an event at once, and automatically create or match the attendee contact from the registration details.

• Partner Match or CreateOdoo 16, 18
  partner_match_or_create

  This technical module provides a wizard that helps match an incoming contact against existing Odoo contacts or create a new one, and adds an API code field to contact titles. It is mainly used by other OCA modules (stay_api, donation_api).

• Partner SurveyOdoo 12, 13, 15, 16, 17, 18, 19
  partner_survey

  Adds a survey counter button on contact and company forms that opens the list of survey answers linked to that partner. It also lets you see and filter survey answers per partner.

• Product Analytic DonationOdoo 14, 16
  product_analytic_donation

  Automatically assigns the income analytic account of a donated product to donation journal items when no analytic distribution rule is found. It links the donation and product analytic features without any manual setup.

• Create event quotations from opportunitiesOdoo 13, 15, 17, 19
  sale_crm_event_reservation

  Lets salespeople create an event quotation directly from an opportunity with one button, either by registering attendees in a scheduled event or reserving seats for an upcoming one. Also adds reserved seats to the event category reports.

• SRMOdoo 19
  srm

  Adds a supplier-side pipeline to Odoo CRM, letting purchasing teams track supplier leads and turn them into requests for quotation (RFQs) and purchase orders.

• Survey answer generationOdoo 15, 17, 19
  survey_answer_generation

  Link one survey to a follow-up survey so answers are prefilled automatically, and highlight where the respondent changed their answer between the two.

• Survey Certification BrandingOdoo 16
  survey_certification_branding

  Lets you set a custom company name and logo for each survey certification, so printed certificates show your chosen branding instead of the default company details.

• Survey Certification Py3oOdoo 15, 17, 19
  survey_certification_py3o

  Lets you replace the standard survey certification PDF with your own ODT template, so certificates sent by email or downloaded by participants use your custom design.

• Survey Certification SendingOdoo 15, 17, 19
  survey_certification_sending

  This module lets you control when certification emails are sent after a survey is completed. You can skip the automatic email for a whole survey or for a specific contact, and send certifications manually when needed.

• Survey Conditional QuestionsOdoo 14
  survey_conditional_question

  Make survey questions appear only when earlier answers meet conditions you set. You can link a question to a previous choice or to a numeric range, and Odoo hides or skips it automatically.

• Survey contacts generationOdoo 13, 15, 16, 17, 19
  survey_contact_generation

  Turn survey answers into real contacts in Odoo. Map each question to a contact field, and when someone submits the survey a contact (or a whole hierarchy of contacts) is created automatically.

• Survey contacts generation for model selectionOdoo 17, 19
  survey_contact_generation_model_selection

  When a survey question asks the respondent to pick a record (model selection), this module lets that answer be used to fill a matching contact field when a new contact is created from the survey.

• Survey leads generationOdoo 13, 15, 17, 19
  survey_crm_generation

  Turn survey answers into CRM leads or opportunities automatically. Choose which survey creates leads, which sales team and tags they get, and map questions to lead fields.

• Survey CRM generation for model selectionOdoo 17, 19
  survey_crm_generation_model_selection

  When a survey question asks users to pick a record (like a contact or product), this module makes sure the answer can be turned into a CRM lead correctly, storing the chosen record and showing its name in the survey answers.

• Survey sales linked to leadsOdoo 13, 15, 17, 19
  survey_crm_sale_generation

  When a survey that generates a quotation and a lead is submitted, the lead is automatically linked to that quotation and its expected revenue is updated. Confirming the quotation also marks the linked opportunity as won.

• Survey description fieldOdoo 12, 13, 14
  survey_description

  Adds a 'Thank you message' tab to the survey form in the Odoo backend, letting users edit the message shown to participants after they complete a survey.

• Survey Form.ioOdoo 13, 16
  survey_formio

  This module lets you export an Odoo survey as a form.io compatible JSON and import answers coming back from a form.io form into a survey answer record.

• Survey legal termsOdoo 13, 15, 17, 18, 19
  survey_legal

  Adds an optional legal terms acceptance checkbox to surveys, which participants must tick before submitting. When enabled, the acceptance is recorded with the participant's IP address, browser and language details.

• Survey Link BaseOdoo 16
  survey_link_base

  This module adds a reusable building block and a pop-up wizard that let you generate a personalised survey link for a contact directly from other Odoo records, and it stores which record and contact each survey answer belongs to.

• Survey company rulesOdoo 15, 17, 19
  survey_multi_company

  Lets you assign each survey to a specific company and automatically hides surveys that belong to other companies, so each company only sees its own surveys.

• Survey Multiple Choice Max AnswerOdoo 14
  survey_multiple_choice_max_answer

  Lets you set a minimum and maximum number of answers a respondent must select for a multiple choice survey question, and blocks the answer if it is outside that range.

• Update generated partner on next surveyOdoo 15, 17, 19
  survey_next_survey_update_partner

  When a contact was created from an earlier survey, this module updates that contact's details with the answers given in a follow-up survey. It keeps names, emails, addresses, tags and notes in sync automatically.

• Survey Partner RepresentativeOdoo 15, 17, 19
  survey_partner_representative

  Lets authorised users fill in a survey on behalf of someone else, recording who the real respondent is. A new option on each survey enables this, and a security group controls who may use it.

• Survey placeholderOdoo 15
  survey_placeholder

  Lets you add a placeholder hint text to survey questions so participants see guidance inside the answer field before they type.

• Survey binary question typeOdoo 14, 15, 16, 17
  survey_question_type_binary

  Adds two new survey question types that let respondents upload one or several files as their answer, with optional limits on file type and size.

• Survey Question Type Binary Result MailOdoo 15
  survey_question_type_binary_result_mail

  Adds file answers (single or multiple uploads) to the survey result email, so respondents receive their uploaded documents attached to the confirmation email.

• Survey five stars question typeOdoo 13, 14, 16
  survey_question_type_five_star

  Adds a "Five Stars Rating" question type to surveys, letting respondents rate on a 1-to-5 star scale and showing star-based results in statistics and printed surveys.