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Odoo CRM Email Notification
The CRM Stage Email Notification app automates email alerts to keep customers and admins informed as leads progress through different sales stages. It enhances communication and ensures timely updates during the sales process, from New to Won.
Odoo CRM Email Notification
$25.00
Tax excluded
The CRM Stage Email Notification app automates email alerts to keep customers and admins informed as leads progress through different sales stages. It enhances communication and ensures timely updates during the sales process, from New to Won.
Return policy
10-day module exchange guarantee
Description
- The CRM Stage Email Notification app improves your sales workflow by automatically sending email alerts when a lead changes stages.
- Admins can customize these notifications to keep both customers and team members updated at every step—from New, Qualified, Proposal, to Won.
- This helps ensure clear communication, keeps all stakeholders informed, and streamlines the sales process for better customer engagement and efficient deal management.
Key Features
- Configure specific emails for each stage in the sales pipeline.
- Automatically send notifications when a lead changes stage.
- Set emails to notify both the admin and customers simultaneously.
- Choose whether to apply email settings globally for all stage changes or customize them individually for each transition.
Benefits
- Sends automatic email alerts during sales stage changes, saving time and effort.
- Provides clear updates on lead progress, improving overall sales tracking.
- Enhances interaction with customers through timely notifications at each sales step.
- Simplifies the sales process with automatic updates, reducing manual tasks.
- Increases efficiency for admins by automating communication and reducing follow-up work.
- Ensures stakeholders receive regular, uniform notifications throughout the sales cycle.
Workflow
- Admin view of the CRM app
- Select the stage that you want to send the email about. Navigate to the Settings icon - Edit.
- Check the radio if you want to email the customer and admin regarding the stage change.
- Lead changed from “Qualified” to “Move”.
- Emails were sent successfully to the admin and the customer informing them about the stage change.
- The email body was sent to the customer.
FAQ
What is the CRM Stage Email app?
How are email alerts configured?
When are notifications sent?
Who receives the notifications?
Can settings be customized for each stage?
What are the main benefits?
What kind of support do you offer after module purchase?
Do your Odoo extensions support multi-language functionality?
What versions of Odoo are compatible with your extensions?
Reviews
Automated Alerts Improve Sales Communication
Automated communication
Improved lead visibility
Enhanced customer interaction
Streamlined sales process
Increased admin efficiency
Consistent update notifications
Features of the CRM Email Notification
Stage-Based Emails
Configure unique emails for each sales stage transition. Keeps communication relevant and leads progress.
Auto Email Triggers
Emails are sent automatically when leads change stages timely updates without manual effort.
Dual Notification Recipients
Notify both customers and admins with one configuration.
Flexible Stage Settings
Apply email rules globally or per individual stage. Gives admins control over how and when messages are sent.
Real-Time Lead Visibility
Instant alerts offer transparency across the sales journey.
Improved Sales Efficiency
Automation reduces manual tasks and admin load. The pipeline with consistent, hands-free updates.
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