One stakeholder graph for every project and deal
Track decision makers, sponsors, and influencers across Projects and CRM in one shared model — roles, committee templates, bulk actions, and a full audit trail.
The problem
Odoo forces a single-contact model: a project has one customer, and a CRM opportunity has one primary contact. Every other sponsor, approver, budget holder, or technical evaluator gets tracked in scattered chatter notes or a salesperson's memory — and disappears the moment that person leaves the deal or goes on leave.
The solution
A single shared stakeholder model spans both Projects and CRM opportunities. Assign contacts to reusable roles, drop in a ready-made buying or engagement committee in one click, and see role coverage, confidentiality, and full change history in context — on both objects, with one vocabulary.
Everything you need to map who is really involved
Every capability below is implemented in the module.
Unified Stakeholder Graph
One assignment model links contacts to projects and CRM opportunities alike, so delivery and sales share the exact same relationship map.
Shared, Reusable Roles
Ship with predefined roles — Decision Maker, Sponsor, Influencer, Champion, and more — or define your own, once, for use everywhere.
One-Click Committee Templates
Drop in a full Buying Committee or Engagement Committee role skeleton in a single action instead of building it from scratch every time.
Bulk Add Contacts
Select several contacts and a role, or apply a template, and add them all to a project or deal in one wizard instead of one form at a time.
Bulk Role Reassignment
Re-role or remove a whole selection of stakeholders at once from the list view — no more editing each record individually.
Immutable Audit Log
Every stakeholder added, removed, or re-roled is logged with who made the change and when — a defensible relationship history for every deal and engagement.
Confidential Stakeholder Access
Flag sensitive contacts as confidential so only Stakeholder Managers can see them, while everyone else keeps working with the rest of the list.
Role-Coverage Kanban Badges
Project and opportunity kanban cards show a stakeholder count badge and role summary at a glance — spot a deal with no economic buyer without opening it.
Contact-Centric Involvement View
A smart button on every contact form shows every project and deal that person touches and the role they play in each, so relationship history survives staff turnover.
How it works
Set up roles and templates
Use the predefined role vocabulary and committee templates, or add your own roles once for use across every project and deal.
Add stakeholders in context
Open the Stakeholders tab on a project or opportunity and add contacts individually, in bulk, or by applying a committee template.
Track roles and changes
Flag confidential contacts, re-role people as the deal or engagement evolves, and let every change land in the audit log automatically.
Review coverage at a glance
Scan kanban badges for role coverage, pull a pivot of stakeholders by role, or check any contact's full involvement history in one click.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The module depends on both the Project and CRM apps and adds the same Stakeholders tab, role vocabulary, and templates to both project and opportunity records.
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.
Project & Deal Stakeholders
Multiple stakeholders per project and opportunity with shared roles, one-click committee templates, bulk add and reassignment, role-coverage badges and confidential access — with an immutable audit log.
Buy on Odoo App Store