Odoo Marketing Automation: Nurturing flows integrated with the CRM and ERP
Automated marketing flows
Build automated marketing journeys with triggers based on real ERP data: new lead, purchase made, customer inactivity, CRM stage change. Email, SMS and notifications fired automatically at the right moment, with no external RD Station, HubSpot or ActiveCampaign.
Marketing Official Odoo module
Why Odoo Marketing Automation?
Real results our clients achieve.
Triggers based on ERP data
Fire flows when a lead is created in the CRM, when a customer has not purchased in X days, when an opportunity changes stage or when an NF-e is issued.
Automatic nurturing with no manual work
Email and SMS sequences fired automatically based on the contact's behavior: opened the email, clicked the link, did not respond within X days.
Measurable conversion funnel
See how many contacts are at each stage of the flow, the conversion rate of each action and the direct impact on the number of opportunities in the CRM.
Data in the same system
No need to sync contacts between the ERP and the automation tool. Everything is in Odoo: flows, customers, CRM, sales and history.
Features
What's included in this module.
Visual Flow Builder
Drag-and-drop flow builder with conditions, branches, waits and actions. Visualize the entire lead journey on a single canvas.
ERP Triggers
Start flows on contact creation, CRM stage change, purchase made, inactivity, birthday, email opened or link clicked.
Multichannel Actions
Email, SMS, internal notification to the salesperson, CRM field update, lead assignment or task creation, all inside Odoo.
Conditions and Branches
Different paths based on conditions: opened the email? Goes to path A. Did not open after 3 days? Receives an SMS through path B.
Automatic Lead Scoring
Lead score updated automatically according to behavior: website visit, email open, click, download. Salespeople focus on the hottest leads.
CRM Integration
Contacts that reach a certain score or stage in the flow are automatically promoted to an opportunity in the CRM and assigned to the correct salesperson.
Ready-made Flow Templates
Templates for common flows: welcome, B2B nurturing, reactivation of inactive customers, after-sales, upsell. Customize and activate in minutes.
Performance Reports
Conversion rate by stage, average time in the flow, best-performing emails and comparison between flows for continuous optimization.
Native integrations
Odoo Marketing Automation connects natively with other Odoo modules, no external integration.
Why implement with KMEE
KMEE configures Odoo Marketing Automation with triggers based on the customer's processes (from CRM to invoicing), creating nurturing flows that work with no manual intervention and measure the direct impact on sales.
About KMEEWho it's for
Scenarios where this module delivers the most value.
B2B Lead Nurturing
An automatic flow for leads who downloaded material or signed up on the site: a sequence of educational emails with scoring and handoff to the salesperson once qualified.
New Customer Onboarding
A welcome flow triggered automatically when the first NF-e is issued: guidance emails, satisfaction survey and contact from Customer Success.
Reactivation of Inactive Customers
An automatic flow for customers with no purchases in 90 days: a reactivation email, a special offer by SMS and an alert to the salesperson if there is no response.
After-sales and Upsell
An automatic post-purchase sequence: thank-you email, NPS survey, product adoption content and an upgrade offer at the right moment.
Frequently Asked Questions
Does Odoo Marketing Automation replace RD Station?
For companies that already use Odoo as CRM and ERP, native Marketing Automation eliminates the need for RD Station, with the advantage that customer and sales data are already in the same system.
Can I use purchase data to trigger flows?
Yes. Any event in Odoo (a new NF-e, a customer with no purchases in X days, a CRM stage change) can be used as a trigger to start or branch a flow.
Is lead scoring automatic?
Yes. You configure points per action (opened email = 5 points, clicked link = 10 points, visited pricing page = 20 points) and the lead's score is updated automatically.
Is it possible to send SMS in addition to email in the flows?
Yes. Actions in the flows can include email, SMS (via Odoo SMS Marketing), internal notifications to the salesperson and CRM field updates.
Industries that use it
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