Your best customers, organized into one advocacy program
Run advisory boards, advocates, reference calls, testimonials and case studies from one unified Odoo workspace — with CRM-matched references, over-ask protection, and deal-impact tracking built in.
The problem
Advisory input, reference calls, testimonials and case studies live in spreadsheets, shared inboxes and personal notes. There is no single place to see who agreed to help, who is burned out from over-asking, what is cleared for public use, or which reference actually helped close a deal.
The solution
One directory tracks every advocate, advisory member and reference with availability and fatigue limits, surfaces the best-fit advocate directly on the CRM opportunity, and keeps meetings, testimonials, case studies and action items in a single auditable workflow.
Everything your advocacy program needs
Every capability below is implemented in the module.
Unified advocate directory
Segment advocates, advisory members and references by industry, company size, product and use case — one searchable directory instead of three disconnected spreadsheets.
Advisory board meetings
Schedule meetings with agendas and assigned topics, track RSVP and attendance, and capture one-click, template-driven meeting summaries and minutes.
Reference calls linked to CRM
Schedule and log reference calls with a pre-call briefing, tied directly to the requesting opportunity, so every call has a clear requester, outcome and deal link.
Over-ask / fatigue protection
A configurable rolling window caps how often any advocate is asked, with an on-form fatigue alert and automatic exclusion of over-used advocates from match suggestions.
Suggested references on the opportunity
The CRM opportunity form shows a reference-call smart button and a list of suggested, available advocates matched by industry — so reps never leave the deal to find a reference.
Testimonial approval workflow
Collect testimonials and route them through an approval workflow with a clear chip for what is cleared for external use versus internal-only.
Case study library
Store case studies linked to the contributing advocate, with industry tagging and usage tracking for quick retrieval when a rep needs proof.
Feedback and action-item tracking
Log feedback from meetings and calls with category and sentiment tags, and assign follow-up action items with a responsible owner and deadline.
Reminders and a digest
Scheduled reminders for upcoming meetings and calls, plus a digest of overdue and upcoming action items so nothing slips through the cracks.
How it works
Build the directory
Add advocates, advisory members and references with industry, company size, use case and segment tags.
Run the program
Schedule advisory meetings and reference calls, log feedback, and let fatigue limits protect your best advocates.
Match to live deals
Reps see suggested, available references directly on the CRM opportunity for their deal.
Prove the impact
Track whether each reference or testimonial helped close the deal, and follow up with action items and digests.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds on your existing CRM app, adding advocate, reference, meeting, testimonial and case-study records plus a reference-call smart button and suggested-reference list directly on the opportunity form.
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.
Customer Advisory Board & Advocacy Program
An advocate directory, advisory board meetings, CRM-linked reference calls with suggested references, and testimonial and case study workflows — with over-ask protection.
Buy on Odoo App Store