AI Customer/Lead Win-Back & Dormancy Manager
Detect dormant customers, automate AI follow-ups, and recover lost revenue.
Identify dormant customers and stale opportunities, trigger personalized re-engagement workflows, and track recovery performance from a dedicated dashboard.
Supported: Odoo 19.0 · Community & Enterprise · CRM + Sales + Mail
AI Win-Back Studio
Model Active"Generate a personalized re-engagement email for a customer inactive for 90+ days with last order value above $2,000."
Problems We Fix
Dormant accounts stay hidden
Sales teams miss customers and leads that silently go inactive over time.
Manual re-engagement is slow
Follow-up campaigns are inconsistent without templates and scheduled automation.
No visibility into recovery ROI
Teams cannot measure what win-back efforts are actually bringing customers back.
What This Module Delivers
Dormant Customer Detection
Dormancy Rules & Configurations
AI-Powered Win-Back Messaging
Opportunity Escalation Workflows
Win-Back Opportunity Pipeline
Recovery Performance Dashboard
Automated Scheduled Jobs
Email Template Automation
How It Works
Simple flow from dormancy detection to recovered revenue
Detect dormancy
Scheduled jobs identify inactive customers and stale opportunities based on your thresholds.
Launch win-back actions
Automated templates and AI-driven messaging trigger follow-up sequences and owner actions.
Track and optimize
Use dashboard metrics to monitor responses, conversions, and adjust your win-back rules.
Demo video
Watch a walkthrough of the module in Odoo.
Benefits for Your Business
Recover lost pipeline faster
Prioritize at-risk customers and opportunities before they go cold permanently.
Increase team consistency
Standardized follow-up templates and schedules reduce dependence on manual reminders.
Improve conversion from dormant leads
AI-assisted message flows keep outreach relevant and timely.
Measure true win-back impact
Track recovery performance from a dedicated dashboard and refine campaign strategy.
Turn dormant accounts into active revenue
Launch win-back automation inside Odoo and give your sales team a focused recovery pipeline.
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