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Module for Odoo Online · Stage Validation

No opportunity moves forward without a phone and an email.

When an opportunity moves to a new stage or gets quoted, the module checks the customer record; if data is missing, it stops the change and says exactly what's missing.

Book a demo How it works
CRM · OpportunityNew → Qualified
OpportunityConcrete barriers × 60
CustomerConstructora del Sureste
Email— missing
Phone or mobile— missing
Sales repAna Pérez
You can't move this opportunity forward or quote it: the customer is missing Email and Phone or Mobile. Update the customer record first.

Sound familiar?

It happens in almost every sales team.

A quote is ready and nobody has the customer's email to send it.

Month-end with "won" opportunities that can't be invoiced.

Customer records with a name and nothing else.

How it works

Three steps, inside your Odoo.

  1. 01

    The rep moves the stage

    Or tries to quote. That's the moment a missing piece of data starts to cost you.

  2. 02

    The customer record is checked

    Email and phone or mobile of the contact linked to the opportunity.

  3. 03

    If something's missing, it doesn't move

    A clear message listing the missing fields; once the record is complete, the change goes through.

What changes

From day one.

Complete records

Every opportunity that moves forward has a phone and an email. No silent exceptions.

Nobody guesses

The message says exactly what's missing; fill it in and carry on.

Billing can breathe

Whatever reaches quoting and invoicing already carries the data it needs.

How many customers in your CRM have an email address?With this module, every one that moves forward.

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What your team sees

No new screens: everything happens where they already work.

  • The standard fields are phone or mobile and email; others are defined with you.
  • It applies to every stage and to quoting.
  • Opportunities with no contact assigned aren't validated until they have one.
What the rep sees

You can't move this opportunity forward or quote it: the customer is missing Email and Phone or Mobile.

Update the customer record and try again.

Frequently asked questions

Before you book the demo.

Can I require other fields?

Yes: tax ID, city, source or any field on the contact or the opportunity.

Does it block the administrator too?

That's defined with you: by default it applies to everyone, so complete data reaches billing.

Does it change my stages?

No. It uses the stages you already have in your CRM.

Other modules

They work together, inside the same Odoo.

01Lead AssignmentDistributes every new lead in your Odoo CRM across your sales team in turns —nobody gets two until everyone got one— and notifies the rep on the spot. 02Inactivity ReassignmentEvery hour, it checks the open opportunities in your CRM. 04Quote Follow-UpThree reminders at 3, 10 and 17 days, sent as emails from the rep's own address. 05Reply AnalysisDetects whether the customer asks for time or turned the quote down, and acts: pauses the follow-up, or cancels the quote, marks the opportunity lost and sends the exit survey. 06Executive SummaryA daily email with your Odoo's sales, collections, inventory, purchasing, support and attendance figures, compared with the day before. 07Portfolio ProtectionIf a user tries to bulk-delete contacts, opportunities or activities, the module blocks the third attempt of the day and alerts management in a private channel.

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See it running in your Odoo.

We'll show you with your own catalog and your own team. No commitment.

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