odoo-addon-project-crm-postsale-automation 17.0.1.0.0.2

Automate recurring post-sale opportunities from projects

Project Post-sale Automation

This module automates the creation of recurring post-sale sales opportunities directly from your projects.

It allows account managers to set up automated schedules for customer follow-ups. Based on the selected timeline, the system automatically creates the corresponding leads in the CRM, pre-fills the responsible salesperson, assigns the customer, and formats the opportunity name dynamically based on the current period.

The scheduling engine supports multiple recurrence levels to adapt to any business cycle:

• Short-term tracking: Set up schedules based on a specific number of days or weeks.

• Calendar-aligned tracking: Schedule follow-ups by months, quarters, semesters, or years.

• Smart date adjustment: For monthly or annual cycles, you can pick a specific day of the month (1-31). If a month is shorter than your chosen day (like February or a 30-day month), the system automatically realigns and schedules it for the very last day of that month.

Internal instructions or specific notes written on the project are automatically copied into the description of every new lead. Additionally, seasonal tags are assigned to each opportunity to make pipeline filtering and sales reporting easier.

The automated generation process is designed to handle errors safely. If a single project has a configuration issue, the system logs the error and immediately skips to the next project, ensuring the daily routine for all other active projects finishes successfully.

Table of contents

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Usage

Setting up Post-sale Tracking

1. Open a Project and go to the Post-sale Tracking tab.

2. Turn on Activate Post-sale.

3. Choose the Post-sale Responsible salesperson and the target Post-sale Customer.

4. Define how often the follow-up should occur by setting the Interval and Unit (e.g., every 2 months, every year).

5. For monthly or annual tracking, set the Day of Month you want the opportunity to be created.

6. Choose a starting date in the Next Generation Date field.

7. If you want to add specific instructions, write them in the Internal Notes section.

8. Choose if you want to generate CRM Tags automatically for the generated opportunities by toggling the Generate CRM Tags option. If enabled, the generated tags will have the following format: “Q2 2026 - Postsale”.

A live preview at the bottom of the tab will show you the exact dates and names of the next 5 scheduled opportunities.

How it works

• Automatically: A scheduled system background task runs once a day. It looks for projects due for a post-sale check, creates the CRM lead with your notes and automated tags, and pushes the next generation date forward.

• Manually: If you have developer mode enabled, you can click the Generate Next Opportunity button in the top header of the selected project to instantly create the next scheduled lead.

• Reviewing Results: Click the Post-sale Leads stat button at the top of the project to view all the CRM opportunities generated by this schedule.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• APSL-Nagarro

Contributors

• Nagarro:

  • Patryk Pyczko <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.