Turn purchase history into actionable customer segments
Score every customer by Recency, Frequency and Monetary value straight from your Odoo sales and invoicing data, then launch targeted campaigns without ever leaving Odoo.
The problem
Sales and invoicing history piles up inside Odoo, but marketing teams have no native way to turn it into segments. Blanket campaigns treat a one-time bargain hunter the same as a loyal high-spender, wasting budget and missing the moment a valuable customer starts to lapse.
The solution
RFM Customer Analysis & Segmentation scores every customer by Recency, Frequency and Monetary value directly from posted invoices, paid invoices or confirmed sales orders, rolls the scores into ten named segments with a recommended action, and lets you launch a targeted campaign in one click — all inside Odoo.
Everything you need to segment and act
Every capability below is implemented in the module.
Automatic RFM Scoring
Compute Recency, Frequency and Monetary scores from posted invoices, paid invoices or confirmed sales orders, using quintile or fixed-threshold scoring methods.
Ten Ready-Made Segments
Champions, Loyal, At Risk, Can’t Lose Them and more — each segment ships with a plain-language recommended action, and every threshold is fully customizable.
Visual Heatmap Dashboard
See segment size and value at a glance in a pivot heatmap, then drill down through list and kanban views of every scored customer.
Churn-Risk Flags & LTV
Every score carries a churn-risk decoration and a projected lifetime value, so you spot a slipping high-value customer before you lose them.
Quotation & Opportunity Drill-Through
Jump straight from a customer’s segment to their open quotations and CRM opportunities so sales can prioritize the most valuable follow-ups.
One-Click Campaign Audiences
Turn any segment straight into a Mass Mailing audience with one click — no manual audience rebuild required.
ROI & Over-Targeting Guardrail
Track cost, revenue and ROI on every campaign, with an inline warning when a segment has been contacted too recently.
Period-over-Period Comparison
A dedicated Compare-Periods wizard shows which segments grew, shrank or held steady between any two analyses.
Scheduled Re-Scoring
Enable an optional nightly cron to keep every customer’s score and segment current as new transactions arrive.
How it works
Configure thresholds
Pick a scoring source and method, then tune the over-targeting window and LTV horizon in Settings.
Run an analysis
Set a period and click Compute — every customer is scored and sorted into a segment automatically.
Review the heatmap
Scan the segment heatmap, drill into a segment or a customer, and check churn-risk flags.
Launch & track
Send a segment straight to a campaign, then track cost, revenue and ROI as results come in.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
You choose the authoritative source per analysis: posted invoices, paid invoices, or confirmed sales orders. No external export or sync is required — scoring runs entirely on data already inside Odoo.
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.
RFM Customer Analysis & Segmentation
Recency, Frequency, and Monetary scoring straight from posted invoices or confirmed orders, rolled into ten named segments with recommended actions, a heatmap dashboard, churn flags, and one-click campaign audiences.
Buy on Odoo App Store