Four small modules that make the Contacts app the real customer file: who the person is, everything that happened with them, and whether they open your emails.
What it does
- Contact Role field with a configurable list, to classify contacts and filter by role.
- All Activities: last activity date and count on the contact, a button to see the complete history across the models you choose in Settings.
- Marketing Engagement report: every mailing sent to a contact or its child contacts, matched by partner or email, with sent/opened/replied/clicked dates and the links clicked; button on the contact form.
- Email Marketing: a Not Opened smart button on each mailing to reach the people who did not open it.
How it is used
- Define roles and choose which models count as activities.
- Open a contact: role, activity history and marketing engagement are there.
- From a mailing, open Not Opened to follow up.
Who it is for
Sales and marketing teams working the same contacts.
Requirements: Odoo 19 Contacts, CRM and Email Marketing.