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Odoo Marketing Automation
Implementation Services

SerpentCS provides Odoo Marketing Automation implementation and customization. We configure audience filters, campaign journeys, triggers, and reporting.

WHY CHOOSE US

Why Businesses
Choose Odoo Marketing Automation?

Marketing teams need timely follow-ups and clear campaign data. Odoo Marketing Automation connects audiences, triggered activities, and results.

Audience Segments
Target contacts with relevant filters.
Campaign Journeys
Build multi-step customer journeys.
Trigger Rules
Start activities from time or behavior.
Email & SMS Activities
Coordinate configured message channels.
Journey Reporting
Review activity outcomes and engagement.

One

Connected Campaign Workspace

Business Challenges

 We Solve​

Missed Follow-Ups

Manual follow-ups can reach contacts too late. Odoo Marketing Automation runs configured activities when triggers apply.

Disconnected Campaign Steps

Separate tools make journeys hard to coordinate. One workflow links audience rules, activities, and next steps.

Limited Journey Visibility

Without activity results, teams struggle to refine campaigns. Journey metrics show participation and available engagement data.

Manual Trigger Tracking

Spreadsheets cannot reliably follow every response. Configured triggers help route contacts through campaign steps.

Growing Campaign Volumes

More audiences and journeys need consistent setup. A structured campaign model keeps activities organized.

Automation Workflow Support

Every team has different journey and reporting needs. Odoo Marketing Automation customization can align with your process.

Odoo Services

End-to-End Odoo ERP Services for Growing Businesses

Odoo Consulting

We assess your processes, goals, and existing systems to define the right Odoo roadmap. Our consulting services help you select suitable modules, prioritize improvements, control project scope, and plan an ERP journey that delivers measurable business value.

Odoo Implementation

Deploy Odoo with a structured, business-first approach covering discovery, configuration, customization, data migration, testing, training, and go-live support. We reduce implementation risk, prepare your users, and help your team realize value from Odoo faster.


      Odoo Customization

Extend Odoo around the way your business works. We develop custom modules, improve existing features, automate approvals, and refine user experiences while keeping solutions maintainable, scalable, and aligned with Odoo best practices.


Odoo Integration


Connect Odoo with payment gateways, eCommerce platforms, marketplaces, CRM tools, accounting systems, shipping providers, and other business applications. Our integrations reduce duplicate data entry, improve accuracy, and create a connected operational ecosystem.


Odoo Migration

Move from legacy ERP systems, spreadsheets, or older Odoo versions with a controlled migration plan. We assess data, prepare mappings, update custom modules, test compatibility, and protect business continuity throughout the transition.


Odoo Development

Build reliable Odoo applications with experienced developers who understand both business processes and technical architecture. We deliver custom modules, portal and website features, workflow automation, reports, and enterprise integrations tailored to your requirements.


Odoo Marketing Automation Features & Business Benefits

ECommerce
Campaign Discovery
Analysis

  • Automation Requirements

    Map audiences, triggers, activities, and reports.

  • GAP Analysis

    Find gaps in follow-up and journey workflows.

  • Automation Roadmap

    Plan setup, data migration, testing, and training.

  • Workflow Optimization

    Reduce repeat work in customer follow-up.

  • Solution Recommendations

    Select automation features and integrations.

ECommerce
Tailored Automation
Solutions

  • Custom Campaign Features

    Adapt journey steps to your campaign needs.

  • Workflow Automation

    Trigger follow-ups from time or behavior.

  • Campaign Dashboard Design

    Make journeys and metrics easy to find.

  • Automation Customization

    Configure Odoo Marketing Automation for your team.

  • Multi-Team Readiness

    Support more audiences, journeys, and channels.

ECommerce
Reliable Setup &
Support

  • Campaign Data Migration

    Migrate relevant contacts and campaign records.

  • CRM & Channel Links

    Connect journeys with relevant customer data.

  • User Training

    Train teams on journeys, triggers, and reports.

  • Performance Optimization

    Review journeys for clarity and reliability.

  • Ongoing Maintenance & Support

    Get ongoing help as campaign needs change.

Thousands of Smiles, 
One ERP Solution

At Serpent Consulting, we don’t just offer ERP solutions—we redefine what’s possible for your business! In this video, hear from industry trailblazers as they share their one-word transformations—stories of how our cutting-edge ERP systems have revolutionized their operations, supercharged efficiency, and propelled them toward unprecedented growth. 

- Let's turn your vision into success.
 

Explore Odoo Modules
 Powering Every Aspect of Your Business

Sales & CRM
Odoo Sales and CRM module icon
  • CRM
  • Sales
  • Subscriptions
  • Rental
  • Point of Sale (POS)
Finance
Odoo Accounting and Finance module icon
  • Accounting
  • Invoicing
  • Expenses
  • Documents
  • Approvals
Inventory & Supply Chain
Odoo Inventory and Supply Chain module icon
  • Inventory
  • Purchase
  • Barcode
  • Quality
  • Maintenance
  • Repairs
Manufacturing
Odoo Manufacturing MRP module icon
  • Manufacturing (MRP)
  • PLM (Product Lifecycle Management)
  • Shop Floor
  • IoT
  • Field Service
Human Resources
Odoo Human Resources module icon
  • Employees
  • Recruitment
  • Payroll
  • Attendances
  • Time Off
  • Appraisals
Projects & Services
Odoo Project Management and Field Service module icon
  • Project
  • Timesheets
  • Planning
  • Helpdesk
  • Appointments
Marketing
Odoo Marketing Automation module icon
  • Email Marketing
  • Marketing Automation
  • SMS Marketing
  • Social Marketing
  • Events
  • Surveys
Website & eCommerce
Odoo Website Builder and eCommerce module icon
  • Website Builder
  • eCommerce
  • Blog
  • Forum
  • eLearning
  • Live Chat
Productivity
Odoo Productivity tools module icon
  • Knowledge
  • Discuss
  • Calendar
  • Sign
  • Spreadsheet
  • VoIP
Reporting & Business Intelligence
Odoo Reporting and Business Intelligence module icon
  • Dashboards
  • Spreadsheets
  • Pivot Analysis
  • Financial Reports
  • KPI Dashboards
  • Custom Reports

Your Global Odoo 
Transformation Partner

Need the Right Automation Setup?

Our Odoo Marketing Automation consultants can review your journeys and plan a practical implementation.

Your Odoo Marketing Automation Partner for Marketing Teams

Review existing campaign workflows.
Identify gaps in triggers and reporting.
Configure Odoo Marketing Automation for your team.
Migrate relevant campaign records.
Train teams on daily automation tasks.
Ongoing automation support
Support changing campaign needs.

Odoo Marketing Automation implementation works best when audience filters, journey steps, triggers, and reports reflect your marketing process.


🤖 Smart Odoo Automation Consulting

AI GAP Analysis
For Odoo Marketing Automation

Start with a marketing automation GAP analysis of audiences, journeys, triggers, and reports. Our consultants turn the findings into a practical Odoo Marketing Automation roadmap.

Campaign Workflow Review

Review journey steps and find manual handoffs.

Automation Recommendations

Get setup advice for triggers and activities.

Automation Opportunities

Find repeat follow-up tasks to streamline.

Implementation Priorities

Prioritize changes that improve journey visibility.

        GAP             Analysis
Journeys
Triggers
Activities
Reports

92%

Automation Readiness

Trusted by Companies

Our Clientele

Driving Digital Transformation With Odoo ERP

Asia Insight
Burger King
Egniol
GIFT City
Dhamma
IIMA
Canna
Prime Medical Inc.
SGR
Tata Consultancy Services
+ More Growing success stories

Happy Client Stories

Hear directly from our clients about how we transformed their business with smart solutions and dedicated support. Their success stories are a testament to our commitment, quality, and long-term partnerships.


“TruThread is a leading manufacturer of precision gauges and tools. To streamline manufacturing, sales, and procurement, the company implemented a comprehensive ERP solution that supports operational efficiency and business growth.”

Atul Tapre

Director, TruThread

Youtube
Empowering a Diverse Range of Companies with Tailored Odoo Solutions & Automation.
Success Stories

Real Results. Real Impact.

See how we've helped businesses across industries transform and thrive.

View All Case Studies
Cityfurnish

Cityfurnish

Rental Business

 Read Case Study  
IRTH Group

IRTH Group

Real Estate

 Read Case Study  
SpeQua Services

SpeQua Services

Staffing and Payroll Services

 Read Case Study  

Frequently Asked Questions

Odoo Marketing Automation brings audience filters, journey activities, triggers, and reporting into one workflow. It helps teams coordinate customer communications.

Timing depends on audience data, journey complexity, activity types, integrations, and reporting needs. Discovery provides a realistic schedule.

Yes. Odoo Marketing Automation customization can align audience filters, triggers, email or SMS activities, and reports with your process.

Yes. We can assess contacts and relevant campaign data for migration, then validate imported records and journey setup with your team.

Yes. Our Odoo Marketing Automation services include user training, issue resolution, journey improvements, and support as your campaigns change.

Global Presence. Local Expertise.

Let's Connect

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Ready to Automate Your Campaigns?

Talk to an Odoo Marketing Automation consultant about audience rules, journeys, triggers, reporting, and support.