イメージプレビューVisual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19.
Built to order.
Marketing Automation Workflow Builderとは？
Visual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19. Built to order. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
主な機能
受注生産、すべておまかせ
自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。
- 1
ご注文
一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。
- 2
構築とインストール
ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。
- 3
本番稼働 + サポート
約1週間（営業日ベース）で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。
技術仕様
- Odoo互換性
- Odoo 17, Odoo 18, Odoo 19
- エディション
- Enterprise＆Community
- ライセンス
- ライセンスの確認が必要です
- Python要件
- Python 3.10+
- データベース
- PostgreSQL 12+
この製品について
Odoo's Marketing Automation app is Enterprise-only. If you run Odoo Community, you are stuck stitching together server actions, scheduled crons and mailing lists by hand — brittle, invisible, and impossible for a marketer to own. The Marketing Automation Workflow Builder closes that gap with a genuine visual campaign engine that ECOSIRE designs, builds, installs and supports specifically for your database.
This is a build-to-order module, not an off-the-shelf apps.odoo.com download. After purchase, our Odoo engineers scope your triggers, segments and channels, then deliver a clean, upgrade-safe module (its own __manifest__.py, models/, security/ir.model.access.csv with record rules, XML/OWL views and QWeb reports) tuned to your data. Typical delivery is one working week depending on scope.
At the core is a drag-and-drop OWL canvas where marketers assemble multi-step journeys visually — no code, no server-action archaeology. Each workflow is an Odoo model (marketing.workflow with ordered marketing.workflow.node records) that runs on a resilient ir.cron scheduler and an automated-action engine. Entry triggers fire on CRM lead stage changes, contact segment membership, form submissions or behavioral events; action nodes send mail.template emails, sms.sms messages, create mail.activity follow-ups for salespeople, update field values, or add/remove tags. Wait, branch and condition nodes let a journey pause for N days, split on any Odoo domain (@api.depends computed fields included), and re-converge — so a single workflow can nurture, score and hand off a lead end to end.
Everything stays native Odoo: participants, sent messages and node executions are real records you can filter, group and report on. Goal nodes track conversions (e.g. "lead reached Won", "invoice paid") and compute funnel and drop-off metrics with @api.depends, surfaced in list, kanban and graph views plus a QWeb PDF campaign report. Because it is built on Odoo's ORM, mail and SMS gateways, it respects your existing unsubscribe, blacklist (mail.blacklist) and GDPR consent handling out of the box.
You keep full ownership: source code, security rules, documentation and a training session are all handed over, and every workflow is auditable through standard Odoo logging. Delivered and validated on Odoo 17, 18 and 19 — Community or Enterprise.
得られるもの
- Complete, installable Odoo module (own __manifest__.py, models/, views/, security/, data/, static/ OWL assets) versioned for your Odoo 17, 18 or 19 release
- Configured workflows for your agreed launch campaigns (triggers, segments, email/SMS templates and goals wired to your live data)
- security/ir.model.access.csv plus record rules granting a dedicated Marketing Automation user group access without over-exposing CRM/finance
- Technical documentation: data model diagram, node reference, cron schedule and instructions for building future workflows yourself
- QWeb campaign report template and dashboard views delivered ready to print/export
- Deployment to your staging then production database with smoke tests on triggers, sends and branching
- A live training session (recorded) for your marketing team on the canvas, triggers, conditions and goal tracking
- Post-launch support window with bug fixes and configuration help, plus a compatibility check for your next Odoo upgrade
これは誰のためのものですか
Community-edition marketer
Runs campaigns on Odoo Community and wants Enterprise-grade drag-drop automation across email, SMS and CRM without paying to migrate the whole database to Enterprise.
CRM/sales operations lead
Needs behavior- and stage-based nurture flows that automatically create follow-up activities, update lead stages and hand hot contacts to reps, all inside Odoo's native records.
Growth agency or Odoo partner
Delivers marketing outcomes for clients on Community and wants a reusable, upgrade-safe automation engine they can configure per client instead of hand-coding server actions.
IT/ERP administrator
Wants a clean, permission-scoped module (record rules, access CSV, cron-driven, XML-RPC-friendly) that respects blacklist/consent rules and survives future Odoo upgrades.
Marketing Automation Workflow Builder の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | Odoo 標準機能 |
|---|---|---|---|---|
| Visual drag-drop workflow canvas on Odoo Community | 付属 | 部分的なサポート | 部分的なサポート | 含まれていない |
| Multi-step email + SMS + CRM activity actions in one journey | 付属 | 部分的なサポート | 部分的なサポート | 含まれていない |
| Wait / branch / condition nodes with Odoo-domain splits | 付属 | 部分的なサポート | 部分的なサポート | 含まれていない |
| Goal & conversion tracking with @api.depends funnel metrics | 付属 | 部分的なサポート | 含まれていない | 含まれていない |
| Built, installed and supported for you (one working week delivery) | 付属 | 含まれていない | 含まれていない | 含まれていない |
| Full source code, record rules & security handover you own | 付属 | 付属 | 含まれていない | 部分的なサポート |
| Upgrade-safe standalone module across Odoo 17/18/19 | 付属 | 部分的なサポート | 部分的なサポート | 付属 |
| Native blacklist / unsubscribe / GDPR consent enforcement | 付属 | 部分的なサポート | 部分的なサポート | 付属 |
| No Odoo Enterprise license required | 付属 | 付属 | 部分的なサポート | 含まれていない |
Marketing Automation Workflow Builder に関するよくある質問
How long until the module is delivered and installed?
This is a build-to-order module, not an instant apps.odoo.com download. After we scope your triggers, segments and channels, typical delivery is one working week depending on complexity — we build it, deploy it to your staging database, smoke-test the workflows, then roll it to production. You get a milestone timeline at kickoff and we validate on your exact Odoo version (17, 18 or 19).
What support and updates are included after go-live?
Every engagement includes a post-launch support window covering bug fixes, configuration help and a compatibility review before your next Odoo upgrade. Because you receive the full source code, you own the module outright; ongoing support, new workflow builds and version migrations beyond the window are available as an extended plan or on request.
Do I need Odoo Enterprise for this?
No — that's the point. Odoo's built-in Marketing Automation app is Enterprise-only. This module delivers a comparable visual, multi-step automation engine on Odoo Community. It also installs cleanly on Enterprise if you run that edition.
Can it send both email and SMS?
Yes. Action nodes send personalized emails via mail.template through your outgoing mail server and SMS via Odoo's sms.sms gateway (IAP or your own provider). Every send respects mail.blacklist, unsubscribe and consent, so you stay compliant with GDPR and CAN-SPAM.
Will it survive an Odoo upgrade?
We build it as a proper standalone module with its own manifest, ORM models and security files — no core patching — which is what makes upgrades safe. We target your current version (17/18/19) and include an upgrade-compatibility check in the support window so it moves forward with you rather than blocking your next Odoo update.
Can I build new workflows myself after handover?
Absolutely. The drag-drop canvas is designed for marketers, and we hand over documentation plus a recorded training session covering triggers, conditions, waits, branches and goals. Your team can create, edit and launch new journeys without engineering help; we're available if you want us to build complex ones.
関連モジュール
Marketing Automation Workflow Builder
Visual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19. Built to order.
- Drag-and-drop OWL workflow canvas where marketers build multi-step journeys visually, persisted as ordered marketing.workflow.node records
- Entry triggers on CRM lead/opportunity stage changes, segment membership, website form submission, tag changes and record creation
- Behavioral and time-based triggers (email opened, link clicked, no activity for N days) evaluated by a resilient ir.cron scheduler
- Email action nodes that send fully personalized mail.template messages through your existing outgoing mail server