Turn stage changes into automatic follow-up your reps never miss
CRM Activity Configurator schedules the right email, call, meeting, or to-do the moment a lead enters a stage — with a live preview of exactly what will happen, configured right on the stage and lead forms.
The problem
Reps forget follow-ups, schedule them inconsistently, or act too late. Sales ops has no lightweight way to encode the team playbook so a stage change reliably produces the next action — and the existing tools bury configuration three menus deep with no way to see what a stage will actually trigger before it goes live.
The solution
Define reusable Activity Cadences once: which stage, which activity type, how many days after, and who it is assigned to. The moment a lead enters that stage the matching activities are scheduled automatically — visible in advance on the stage form and the lead itself, so nothing is configured blind.
Everything a sales cadence needs
Every capability below is implemented in the module.
Automatic Stage-Triggered Cadences
Moving a lead into a stage schedules every matching activity right away — no manual launch, no separate plan-activation step.
Live Trigger Preview
The CRM stage form shows exactly which activities it will fire, and the lead form shows the cadence for its current stage — configure and verify without guessing.
Five Activity Types
Schedule Email, Call, Meeting, To-Do, or Document Upload activities per cadence line, each with its own delay, assignee, tags, and priority.
Configurable Delay Timing
Set each activity to fire the same day, or a chosen number of days, weeks, or months after the lead enters the stage.
Flexible Responsible Assignment
Assign each scheduled activity to the lead owner, the team leader, or a specific user — resolved automatically when the cadence fires.
Reusable Cadence Templates
Build a cadence once, apply it to every team or scope it to specific sales teams, and clone it in one click to start a variant.
Bulk Multi-Stage Rule Wizard
Create the same activity rule across several stages at once instead of adding cadence lines one stage at a time.
Inline Tags & Priority on Running Activities
Tag and prioritize scheduled activities directly from the My Auto Activities dashboard, without opening each record.
Personal Auto-Activity Dashboard
Every rep sees their own automatically scheduled activities in one editable list, filterable by type, tag, or overdue status.
How it works
Build a Cadence
Create an Activity Cadence and add lines: trigger stage, activity type, delay, and assignee.
Scope It
Leave it open to every team or restrict it to specific sales teams, then bulk-add the same rule across multiple stages.
Move the Deal
As reps move opportunities through the pipeline, matching activities schedule automatically on each lead.
Work the Dashboard
Reps action their auto-scheduled activities from My Auto Activities, adjusting tags and priority inline as they go.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Native Activity Plans must be launched manually on a record. Activity Cadences fire automatically the moment a lead enters the matching stage, and show a live preview of what will happen before it happens.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
CRM Activity Configurator
Stage-triggered follow-up cadences across five activity types, with a live preview of what a stage will fire, reusable templates, bulk multi-stage rules and a personal auto-activity dashboard.
Buy on Odoo App Store