Automatic Lead Followup

by
Odoo

$ 53.60

v 16.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Employees (hr)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 394
Technical Name aspl_automatic_lead_followup
LicenseAGPL-3
Websitehttps://aspiresoftserv.com
Versions 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Employees (hr)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 394
Technical Name aspl_automatic_lead_followup
LicenseAGPL-3
Websitehttps://aspiresoftserv.com
Versions 15.0 16.0
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Automatic Lead Followup

This module in Odoo automates the process of following up with leads and potential customers. It allows you to set predefined rules and schedules for follow-up actions, ensuring that leads are nurtured and converted into customers more efficiently. This module helps streamline sales processes and improve lead conversion rates.

NOTE: To make this module working you have to setup aliases.
Make sure you have setup aliases in odoo, this module only works with alias configuration, to manage replay threading in logger.

Screenshots

Check -> Leads

To proceed, kindly indicate your consent by selecting the checkbox provided.

Configuration -> Followup Templates

CRM system's configuration settings, followup templates are pre-defined message or communication templates that streamline the process of reaching out to leads or customers at specific points in the sales cycle. These templates help maintain consistency and efficiency in communication.

Configuration -> Daywise Followup Templates

CRM system's configuration settings allows users to create and customize message templates for follow-up activities on specific days. It helps in automating and scheduling follow-up communications with leads or customers, improving engagement and sales efficiency.

Followup Template Screen

This interface within a CRM system where users can create, edit, and manage follow-up message templates. It provides a user-friendly environment for customizing and organizing templates for consistent and efficient communication with leads and customers.

Leads Screen

CRM system dedicated to managing and viewing information related to leads. It typically displays lead details, contact information, and the status of potential customers, providing a central hub for lead management and conversion tracking.

Configuration -> Leads

Leads: Within a CRM system's configuration settings, the 'Leads' section allows users to customize and define lead-related parameters, fields, and workflows, tailoring the CRM to specific lead management needs.

Send Mail Followup History Screen

A user interface within a CRM system that displays a history of sent email follow-ups, providing insights into the communication timeline with leads or contacts. It helps in tracking email interactions and maintaining a record of previous follow-up attempts.

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