Skip to Content
← All Odoo modules
Marketing

Marketing Automation

✳︎ Build automated multi-step campaigns

Design customer journeys visually: a new lead gets a welcome email, a click triggers a follow-up, silence triggers a different branch. Campaigns run on live CRM data, so segments update themselves.

ODOO MODULE✳︎
CATEGORYMarketing
Why it matters

Marketing tools love to live alone - a mailing platform here, an ad manager there, a spreadsheet gluing it together and taking credit for nothing. Marketing Automation is different because it shares a database with your CRM and your sales: it knows who actually bought, not just who clicked.

Follow-ups happen at 2 a.m. too.

That single fact changes the craft. Campaigns target real segments - customers who bought X but never saw Y - and results are measured in revenue, not opens. The marketing report and the sales report finally agree, because they are the same report.

FIG.01 — CAMPAIGN TO REVENUE
SEGMENT: BOUGHT XCLICKED → BOUGHT ✓REVENUE, NOT OPENSCAMPAIGN → CRM → SALE — ONE REPORT
Technical drawing · Marketing
How it works
the loop runs itself · tap a step to hold it
STEP 01Lead enters the journey
STEP 02Email sent, behavior watched
STEP 03Click → one branch, silence → another
STEP 04Hot leads handed to sales
✳︎
Follow-ups happen at 2 a.m. too.
Key capabilities
Spec sheet · 4 functions
Visual workflow builder with branches
Triggers from CRM and website behavior
Dynamic segments on live data
A/B testing and conversion reporting
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps Marketing Automation to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

Marketing Automation in Odoo: one module, one shared database, zero double entry.

Marketing Automation is one of the standard Odoo applications in the Marketing family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo Marketing Automation to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Marketing Automation for: visual workflow builder with branches; triggers from crm and website behavior; dynamic segments on live data; a/b testing and conversion reporting. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Marketing Automation for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Marketing Automation working on your own processes - on a free demo.
Book a Demo