Customer data in Excel, promotions via email, chat on WhatsApp, sales recorded in other applications. As a result, data is scattered, follow-ups are missed, and sales opportunities are lost.
Odoo 20 Marketing Automation unifying everything in one application, from potential customers to transactions and bookkeeping.
Example: Mrs. Rina's Cake Shop. Every potential buyer who inquires through the website is automatically recorded in Odoo. Two days later, they receive an email containing a catalog. Those who open the email are contacted directly via WhatsApp. Mrs. Rina doesn't have to remember everything herself because the system reminds her.
A Connected Flow
Potential Customers → CRM → Automated Email & WhatsApp → Offers → Sales → Invoice → Data Backup
With this flow, you can see which promotions truly generate sales.
5 Main Benefits of Odoo 20
- Gather potential customers. The website form entries, event participants, and referrals automatically enter Odoo.
- Manage in Odoo CRM. The status of each customer and sales potential is visible on one screen.
- Automatic follow-up. Just set it up once, for example, an introduction email, wait 2 days, then send an offer. If the customer replies, Odoo 20 can forward it directly to the sales team.
- Email and WhatsApp in one system. Emails are sent via Amazon SES with your business domain, and WhatsApp chat is managed directly from Odoo.
- Ask data to AI. Type for example "which customers have not been followed up?", then AI prepares the answer. Odoo 20 also supports MCP, which is a connector that allows other AI assistants to access Odoo data according to each user's access rights.
Important Tips
- Email: use a business domain (for example info@tokoanda.co.id) and enable SPF, DKIM, and DMARC settings to prevent emails from going to spam.
- WhatsApp: messages sent first by the business must use templates approved by Meta, and there is a cost per message.
- AI: the AI feature in Odoo 20 uses paid credits. Remember that AI is just a tool, the decision is still in your hands.
- Backup: automatically back up the database and attachment files to Cloudflare R2 or AWS S3, then test the recovery regularly.
Start Gradually
- CRM + Sales, with active backup from day one
- Accounting + Stock
- Email Marketing + WhatsApp
- Marketing Automation
- AI
Medium-sized companies can expand it with purchases, e-commerce, and integration into other systems.
Conclusion
With Odoo 20 Marketing Automation, the customer journey from the first inquiry to payment is recorded in one system. Follow-ups are no longer missed, the team works more efficiently, and business data remains secure.
Odoo + Infinys Cloud: one ecosystem for businesses that want to grow.
👉 Consult your Odoo needs with Infinys Cloud.