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

• Survey model selection question typeOdoo 17, 19
  survey_question_type_model_selection

  Adds a new "Model selection" question type to surveys, letting you ask users to pick a record from any Odoo model (for example a customer, product or project) with a searchable dropdown.

• Survey nps question typeOdoo 14, 16
  survey_question_type_nps

  Adds an NPS (Net Promoter Score) rating question type to surveys, letting respondents score from 0 to 10 and automatically classifying them as promoters, passives or detractors.

• Link between resource bookings and surveysOdoo 12, 13, 15, 16, 17, 19
  survey_resource_booking

  Link a survey to a resource booking type and invite the requester to answer it from the booking. The booking then stores the requester's survey answers for quick access.

• Survey Result MailOdoo 13, 15, 17, 19
  survey_result_mail

  Lets you automatically email survey participants a copy of their own answers as soon as they complete the survey, either written inside the email or as a PDF attachment.

• Survey sale generationOdoo 13, 15, 17, 19
  survey_sale_generation

  Turn survey answers into sales quotations automatically. Link products to survey questions and answers, and when a respondent submits the survey, Odoo creates a draft quotation with the matching products and quantities.

• Survey Skip StartOdoo 15, 17, 18, 19
  survey_skip_start

  Adds a "Skip start screen" option on surveys so respondents go straight to the questions instead of seeing the welcome/start page.

• Survey Text Question Validation LengthOdoo 14
  survey_text_question_validation_length

  Lets you set a minimum and maximum number of characters for text box answers in surveys, and shows an error message when the answer is too short or too long.

• Survey XLSXOdoo 13, 14, 15, 16, 18
  survey_xlsx

  Adds an Excel (XLSX) report that exports the answers of a survey, one row per completed participant, with one column per question.

• Events: generic & other calendar optionsOdoo 18
  website_event_calendar

  Adds a neutral "Download ICS" button and a Thunderbird calendar option to event pages and to the registration confirmation screen, next to the existing branded calendar links.

• Website Event ContactsOdoo 16, 18
  website_event_contact

  Show the contacts linked to an event directly on its public website page, with photo, role, phone and email.

• Website, event and CRM integrationOdoo 12, 13
  website_event_crm

  Invite CRM leads and opportunities to register for published website events of their event category, either manually with a button or automatically through a scheduled job, and optionally move them to the next sales stage.

• Website, event and CRM integrationOdoo 15, 17, 19
  website_event_crm_invitation

  Invite CRM leads and opportunities to register for published website events of their event category, either manually with a button or automatically through a scheduled job, and optionally move them to the next CRM stage.

• External EventOdoo 16
  website_event_external

  Lets you list events whose registration happens on another website alongside your own events. You mark an event as external, add the outside registration link, and Odoo hides the internal ticketing and registration options.

• Website Event Filter CityOdoo 13, 15, 17, 18, 19
  website_event_filter_city

  Adds a City filter to the events page of your website, so visitors can narrow the list of events down to a specific city and see how many events each city has.

• Website Event Filter OrganizerOdoo 12
  website_event_filter_organizer

  Adds an organizer filter to the public events page, letting visitors narrow the event list by organizer and see how many events each organizer has.

• Website Event Selection FiltersOdoo 12
  website_event_filter_selector

  Adds a top filter bar with dropdown selectors to the Odoo events website page, letting visitors narrow events by date, type, country and city. It also adds a city filter to the classic left-column filters.

• Website Event Membership RestrictionOdoo 16, 17, 18, 19
  website_event_membership_restriction

  Lets you mark an event as members-only so that non-members cannot register on the website. Visitors who are not members see the registration button disabled with a 'Members only' link.

• Website Event No IndexOdoo 14
  website_event_no_index

  Adds a robots noindex/nofollow tag to unpublished event pages on your website, so search engines do not list events that are not yet published.

• Conditional Events QuestionsOdoo 13, 14, 15, 16, 17, 18, 19
  website_event_questions_by_ticket

  Lets you limit event registration questions to specific tickets, so attendees only see the questions that apply to the ticket they picked.

• Free Text Answers on Events QuestionsOdoo 12, 13
  website_event_questions_free_text

  Lets event organizers add questions that registrants answer with free text instead of choosing from a fixed list. Answers are stored on the registration and shown on the event registration form.

• Website Event Questions TemplateOdoo 12, 14
  website_event_questions_template

  Lets you save reusable sets of registration questions and answers, then load them onto an event in one click instead of retyping them for every event.

• Website Event Require LegalOdoo 16, 17, 18, 19
  website_event_require_legal

  Adds an optional legal terms checkbox to the website registration form of an event, so attendees must accept the terms before registering. Event managers can enable it per event and write their own legal text.

• Website Event Require LoginOdoo 12, 13, 14, 15, 16, 17, 18
  website_event_require_login

  Adds a per-event option to require visitors to log in before they can register for an event on the website. When enabled, anonymous visitors see a 'Login required' popup with a login button instead of the registration form.

• Website Event RibbonOdoo 17, 18
  website_event_ribbon

  Create colored ribbons (like "Sold out" or "New") and assign one to each event so it appears on the event's website page and in the events list.

• Online event ticket sales with alternative pricesOdoo 12, 13, 15, 17, 19
  website_event_sale_b2x_alt_price

  Shows an alternative ticket price on the website event registration page, so visitors can see the price with the opposite tax display (tax included or tax excluded) before buying.

• Website Event Sale: Cart Quantity ReadonlyOdoo 15, 16
  website_event_sale_cart_quantity_readonly

  On the website shopping cart, the quantity selector for event tickets is hidden, so customers cannot change the number of tickets in the cart. To buy a different quantity, they must remove the line and register again from the event page.

• Website Event Sale Hide TicketOdoo 13
  website_event_sale_hide_ticket

  Lets you hide specific event tickets from the website so customers only see the tickets you want to sell online.

• Event ShareOdoo 12
  website_event_share

  Adds a social media share block to every event page on the website, so visitors can share the event on social networks. Website builders can turn this block on or off from the page editor.

• Event Calendar and List Snippet and IframeOdoo 12, 15
  website_event_snippet_calendar

  Adds a drag-and-drop Events Calendar and List block to the website builder, so visitors can browse event days on a calendar and see the matching events. It also provides a standalone embeddable page showing the same calendar and list.

• Website Event Ticket LimitOdoo 16, 18
  website_event_ticket_limit

  Lets you set a maximum number of tickets a customer can buy per order for each event ticket type, and applies that limit on the website registration form.

• Event session cancellation workflowsOdoo 17, 19
  website_event_track_stage_cancelled

  When you cancel an event, its sessions are automatically moved to the cancelled stage, so they no longer appear as active talks.

• Event Type Description in WebsiteOdoo 12
  website_event_type_description

  Lets you write a rich-text description for each event type and show it on the public website events page when that type is selected.