One workspace for every key account plan, touch and expansion.
Key Account Management unifies joint business plans, care-touch cadences and expansion tracking into a single Odoo-native view, so every strategic customer always has an owner, a schedule and a health score.
The problem
Strategic accounts are run out of slide decks, spreadsheets and calendar reminders. The joint business plan lives in a deck, the touch cadence lives in someone’s head, and expansion ideas sit in email. When a review date slips or a touch gets skipped, nobody notices until the account has gone cold or an obvious upsell has been missed.
The solution
Key Account Management gives every strategic customer one record that ties its joint business plan, care-touch cadence and expansion pipeline together. Health scores update automatically from satisfaction, cadence adherence and contact recency, so account teams and sales leaders see at a glance which accounts need attention before they churn or stall.
Everything a strategic account team needs
Every capability below is implemented in the module.
Unified key account workspace
One record per strategic customer aggregates its joint business plans, care touches and expansion opportunities, with smart buttons that jump straight into each.
Joint business plans with a managed lifecycle
Move JBPs through draft, active, in-review and closed states, track objectives and progress, and start new plans instantly from a reusable JBP template.
Care-touch cadences that run themselves
Define a cadence per account and mark a touch done to automatically schedule the next call, QBR or check-in on time, with no spreadsheet reminders needed.
Automatic customer health scoring
A weighted score combines satisfaction, cadence adherence and contact recency into one 0-100 health status — healthy, watch or at risk — recomputed live as touches and plans change.
Expansion pipeline with revenue sizing
Log upsell, cross-sell, new-department and land-and-expand opportunities with expected ARR and a confidence percentage, and let weighted ARR prioritise the pipeline automatically.
Reason-captured workflow states
Closing a plan, skipping a touch or marking an expansion lost all require a recorded reason, so leaders can see why something changed, not just that it changed.
Kanban, calendar and list views for every object
Work plans and expansions as pipeline boards, see care touches on a calendar, and fall back to list and form views whenever a flat view is faster.
Built-in analytics
Graph and pivot reports break down account health, cadence adherence, expansion win/loss by type and JBP progress without leaving the app.
Proactive review and touch reminders
A daily scheduled action creates activities ahead of JBP review dates and upcoming care touches, with configurable lead times in Settings, so deadlines never slip silently.
How it works
Set up the account
Create a key account, link its customer, sales team and tier, and assign a care cadence.
Build the plan
Draft a joint business plan from a template, add objectives, and move it through review to active.
Run the cadence
Log care touches as they happen; the next one is scheduled automatically from the cadence.
Track growth and health
Log expansion opportunities with ARR and confidence, and watch the account’s health score update as you go.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Key Account Management combines joint business plans, care-touch cadences and expansion tracking into one module and one account record, instead of three separate purchases with no shared view.
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.
Key Account Management
Joint business plans, self-running care-touch cadences and a sized expansion pipeline in one workspace — with automatic health scoring and proactive review reminders.
Buy on Odoo App Store