Answer Every Lead the Instant It Arrives
Automatically acknowledge new leads and opportunities the moment they arrive, keep prospects engaged through every pipeline stage change, and see exactly which emails were delivered, opened, or failed — configured entirely from CRM Settings.
The problem
A new lead usually waits hours or days for a human to notice it and write back. Every hour of silence raises the odds a prospect contacts a competitor, forgets the inquiry, or downgrades their opinion of your responsiveness — and each later pipeline stage change goes just as silent, because most reply tools cover only the very first touch.
The solution
Configure rules once and every lead gets an instant, on-brand acknowledgment — on creation, on a website form submission, and again at each pipeline stage change — each with its own template, recipient routing, and conditions, all previewable before it goes live and fully logged after it sends.
Everything you need to reply on time, every time
Every capability below is implemented in the module.
Auto-reply on lead creation
Fires a configured email template the instant a new lead or opportunity record is created, so no first-touch acknowledgment depends on a person noticing it.
Website form auto-reply
Sends a confirmation email the moment a visitor submits the website contact form, matching the inbound web-inquiry flow prospects expect.
Stage-change triggers
Sends a distinct message whenever an opportunity moves to a configured pipeline stage, covering the multi-touch B2B sales cycle beyond the first reply.
Recipient routing per rule
Directs each email to the lead or contact, the salesperson, followers, or a custom recipient list, so every rule reaches the right audience.
Conditional, send-once rules
Limit a rule by lead type, sales team, minimum expected revenue, or a custom domain filter, and never email the same lead twice through the same rule thanks to built-in send-once tracking.
Preview and test-send
Renders the exact subject and body a prospect will receive and sends a live test to yourself before a rule goes active.
Delivery and open audit log
Logs every send with its delivery state (sent, opened, or exception) plus a tracking pixel and the recipient, so you always know what happened.
Automatic retry on failure
A background cron automatically retries any exception send, so a transient delivery failure does not silently drop an acknowledgment.
A/B variant statistics
Pivot and graph dashboards group every send by trigger and variant, so you can compare message versions and prove the automation is working.
How it works
Choose a trigger
Pick lead creation, website submission, or a pipeline stage, then attach the email template that should go out.
Set recipients and conditions
Route the email to the lead, salesperson, followers, or a custom list, and narrow it by lead type, team, revenue, or a domain filter.
Preview and test-send
Check the rendered subject and body, then send yourself a live test before switching the rule on.
Track delivery and results
Watch sent, opened, and exception states in the audit log, and compare variants in the statistics dashboard.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It handles the immediate acknowledgment on creation, website submission, and stage changes so a prospect is never left waiting; your team still owns the personal follow-up conversation.
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.
Lead Auto Response For CRM
Automatic, on-brand email replies on lead creation, website form submission and every stage change — with conditional send-once rules, test-send, retries and a delivery and open log.
Buy on Odoo App Store