CRM Deal Stagnation Detector & Auto-Nudge
Detect stagnant CRM deals, notify salespeople automatically, and escalate risks before opportunities are lost.
Configure maximum days per CRM stage, get visual urgency on the Kanban board, and let the module auto-nudge salespeople and escalate to managers when deals sit too long without activity.
Proactive, not reactive. Stop silent pipeline death—surface at-risk deals before they are lost.
Supported: Odoo 19 · Community & Enterprise
CRM Pipeline
New
Qualified
Proposition
Won
The problems we fix
Deals sitting idle in the pipeline lead to lost opportunities. Odoo CRM doesn't detect stagnant deals—here's what we solve.
Deals sit in CRM for days or weeks with no activity until they go cold or are marked Lost.
Odoo CRM has no built-in way to detect or flag stagnant opportunities automatically.
On the Kanban board, stagnant deals look identical to healthy, actively-worked deals.
Managers cannot easily see which opportunities are at risk before it is too late.
Revenue leaks silently from the pipeline with no proactive nudge or escalation.
Compatibility
What this module delivers
Per-stage thresholds, Kanban heatmap, auto-nudges, manager escalation, and an At-Risk Deals dashboard—so no opportunity dies in silence.
Per-Stage Stagnation Thresholds
Managers set maximum days per CRM stage (e.g. New Lead → 3 days, Qualified → 7 days, Proposition → 7 days, Negotiation → 14 days). Each stage is configurable independently.
Automatic Stagnation Detection
A scheduled process runs every 6 hours and flags opportunities with no recent activity—so stagnant deals are detected automatically.
Kanban Heatmap Indicators
Visual urgency on every deal: Normal (no indicator), Warning (amber strip), Critical (red strip), Escalated (purple). See at-risk deals at a glance.
Auto-Nudge Notifications
Salespeople get automatic reminders when a deal becomes stagnant—e.g. "Your deal has been in Proposition stage for 8 days with no activity."
Manager Escalation
If there is no action within 48 hours after the nudge, the manager receives a notification with deal details and days stagnant.
At-Risk Deals Dashboard
A dedicated CRM view of all stagnant opportunities: assigned salesperson, stage, days stagnant, expected revenue. Bulk assign activities or send nudges.
Screenshots
See the module in action—from Kanban heatmap to At-Risk Dashboard.
How it works
Configure thresholds, then let the module monitor, nudge, and escalate—so your pipeline stays moving.
Configure maximum days per stage
Set how long a deal can sit in each CRM stage (e.g. New 3 days, Proposition 7 days, Negotiation 14 days).
System monitors opportunities
A scheduled job runs every 6 hours and detects deals with no recent activity—flags them on Kanban.
Salespeople receive nudges
When a deal exceeds its stage threshold, the assigned salesperson gets an automatic reminder to log activity.
Managers get escalation alerts
If there is no action within 48 hours, the manager is notified with deal details and days stagnant.
Benefits
Why sales teams use the Stagnation Detector to protect revenue and improve discipline.
Prevent silent pipeline loss—catch at-risk deals before they are marked Lost.
Improve salesperson accountability with clear, automatic nudges.
Identify stalled deals instantly via Kanban heatmap and At-Risk Dashboard.
Increase follow-up discipline without manual pipeline reviews.
Protect revenue pipeline with proactive detection and manager escalation.
Stop losing deals due to inactivity
Automatically detect stagnant opportunities and keep your sales pipeline moving. Install from the Odoo App Store or contact us for a demo.
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