Communications & Meetings10
MeetingsPrep the agenda, capture the verbatim, export a signed meeting record.BUSL-1.1
Full meeting cycle: collaborative agenda, audio capture, transcription, decisions and action items linked to the project and matrix. Branded, signed PDF meeting record. Plugs into an external Whisper processor if you want one.
Comparable to Otter.ai + Fellow.app, integrated
EmailA real IMAP inbox inside Odoo, multi-account per user, two-click import to the chatter.BUSL-1.1
A real unified inbox in Odoo, per-user IMAP accounts (never admin), UI re-routing onto the chatter of any record. No more copy-paste between Outlook and Odoo. Works with Migadu, Microsoft 365, Gmail and other standard IMAP servers.
Comparable to Outlook or HubSpot Inbox, inside Odoo
Link PagesA public page that gathers your links, and the QR code to drop into your email signature.BUSL-1.1
The links ALREADY exist in your database: booking page, secure upload, meeting room, email, phone. The page resolves them at render time instead of copying them, so it keeps itself current: when someone's booking link changes, their page follows, and the QR code already printed in their signature keeps pointing to the right place. That is exactly what a hosted link-page service cannot do. One page per employee, created and refreshed with no one touching it; or a one-off page with no owner, armed with an expiry the moment it is created. Five layouts, light or dark following the visitor's device, an FR/EN selector, and a branded QR code whose readability is measured rather than assumed.
Comparable to Linktree or Carrd, wired to your real records
SMS & CallsTwo-way SMS/MMS messaging over VOIP.ms, with SMS and call archiving.BUSL-1.1
Send and receive live SMS/MMS through VOIP.ms from a chat workspace built into Odoo, with an unread badge in the systray. Also import your SMS Backup & Restore (Android) archives and call history. Every exchange can be linked to the right contact and your tasks. Nothing falls between Odoo and your phone anymore.
Mass NotesAdd the same note to many records at once, from the list view Action menu.LGPL-3
Select several records in any list view, then post the same note (or a message) to each record's chatter in a single operation. The “Add a note (bulk)” action appears automatically on every model that has a chatter. Internal note by default; sending as a message to followers is protected by a confirmation.
Comparable to Bulk actions in Notion or Asana, inside the Odoo chatter
LettersDraft formal letters from Odoo: templates, signatories, batch mail merge.BUSL-1.1
Five letterhead modes (full company header, watermark, signature-only, etc.). Field merge to generate one PDF per recipient. Central management of signatories and letterhead paper.
Comparable to Word + mail merge, plugged into your Odoo
AppointmentsPublic self-serve booking pages with schedules and meeting types.BUSL-1.1
Self-service booking published on your own domain, fed by your real Nextcloud calendar availability. Daily limits, pre-meeting intake form, reminder notifications.
Comparable to Calendly or Cal.com (your data, your domain)
Availability PollsPropose several slots, collect the answers, book the meeting in one click.BUSL-1.1
The organizer proposes slots that are already free in their calendar; each invitee answers slot by slot (yes, if need be, no) on a page built for a phone, in their own time zone. A slot stops being viable as soon as a required participant answers no. Held slots do not block the agenda: public bookings keep flowing. Closing the poll sends the meeting down the usual Appointment path: calendar event, .ics invitation, video room, reminders.
Comparable to Doodle, backed by your own calendar
OutreachRun your call, email and letter campaigns without a single target slipping through the cracks.BUSL-1.1
Every campaign carries its own cadence: how many calls, emails and letters per target, and at what interval. The module works out the next contact date for each file and shows, at any moment, who is overdue, who has never been reached and who replied. A request to stop being contacted travels to every campaign, present and future. Replies received, calls actually placed and bookings made record themselves.
Comparable to Lemlist or Salesloft, inside your Odoo
Editorial WorkshopAn editorial calendar that computes itself instead of being retyped, and a gate that holds back an article that is not ready.BUSL-1.1
Odoo's blog knows whether a post is published. It knows nothing else: not its pillar, not the cadence of the stream, not what blocks what, not whether the translation has caught up. This module adds the missing layer, and it derives it. Last publication date, ratio per pillar, word count, language completeness: none of it is typed by hand, so none of it drifts. Every article carries its angle, its promise, its target keyword, its checked sources and the list of what is still outstanding. One button proposes the next article to ship and explains every point behind its ranking. A pre-flight gate refuses to publish until that list is clear, and it applies to scheduled publishing too. The style and accessibility checks are plain rules with no AI involved, so they always run.
Comparable to A Notion or Airtable editorial calendar, wired to your blog
Productivity & Team11
RecruitmentFrom the advert to the signed offer: candidate evaluation, the part Odoo leaves out.BUSL-1.1
Odoo tracks the pipeline very well: the job, the person, the application, the stages, the refusal reasons. It stops just before the evaluation itself, which lives in one free-text notes field and one questionnaire per job, with no weighting, no round, no panel and no way to compare one candidate against another.
This module picks it up there. You write a scorecard per role and per round, with weighted criteria and a scale described in observable behaviours. Every panel member submits their rating before seeing anyone else's, so the first opinion spoken out loud stops pulling the rest along. A refusal issued after an interview was actually held requires a written reason, and the name of the person who decided stays on the file.
A published scorecard is frozen: last year's session reads back exactly as it was scored. Nothing is ranked automatically: the score helps a person decide, and a knock-out criterion flags without ruling anyone out.
Eight modules install themselves as the need arises: the four candidate emails rewritten, a portal where the applicant follows their file and downloads the book of their own interviews, the job offer on your letterhead and its signature, retention and destruction under Quebec's Law 25 with an anonymised measure that outlives the deleted ratings, expenses and cost per hire, and the return on each job board, measured with a tracked link rather than an integration to set up.
Comparable to Workable or Recruitee, without your candidates leaving your house
DeskMulti-panel view: tasks, email, calendar and activities on a single screen.LGPL-3
Create named “desks” combining several widgets side by side. One window, your whole day. Saved per user, shareable per team.
Comparable to Salesforce Lightning App Builder, open-source flavor
NotepadQuick searchable notes you can attach to any record and convert into an activity.LGPL-3
Capture on the fly, rich formatting, multi-links to other Odoo records. Keyboard shortcuts to dump your head without switching tabs. One-click conversion to an activity or task.
Comparable to Apple Notes, but wired into your records
Process mappingLiving BPMN maps: the model is the truth, the PDF and the XML are only renderings.BUSL-1.1
Pools, lanes, nodes and flows live as Odoo records, tied to a client and a project, versioned, with their own levels: overview at level 1, sub-processes folded into 2 and 3. Every step carries its own discussion thread, shop-floor photos and documents. An AS-IS map stops being a one-off deliverable and becomes a reference you keep working on. Exports to .bpmn and .drawio to continue in a third-party editor.
Comparable to Lucidchart or Visio, wired to your records
Fox QuestGamification grounded in real activity: quests, levels, badges and concrete rewards.BUSL-1.1
Gamification system wired into tasks, timesheets, tickets and meetings. Set your own rewards: gift cards, flex days, team swag, bonus tiers. Adds a bit of fun where it's useful, without turning the team into a Duolingo cohort.
HelpdeskInternal or client tickets, public web form, wired into the project knowledge matrix.AGPL-3
Lean fork of the OCA helpdesk_mgmt module with hour-bank integration, “Waiting” states and a public web form for direct client support.
Comparable to Zendesk or Freshdesk, small-business flavor
Universal SearchCross-module search over close to twenty-five models via a command palette (Cmd+K).LGPL-3
Cmd+K inside Odoo: search close to twenty-five kinds of record (contacts, opportunities, projects, tasks, meetings, email, SMS, calls, invoices, signature requests, secure transfers, matrices, resolutions, articles, products, documents) from a single bar. Type a number to jump straight to a task or ticket. Open records rank first, closed ones are greyed out. Arrow-key nav, one-click open or open in a new tab (Ctrl+Enter).
Comparable to Linear or Notion's Cmd+K, inside Odoo
Time WindowsTime windows (Morning, Midday, End of day, After hours) on tasks.LGPL-3
Adds an indicative time window to tasks on top of the due date: do it in the morning, at midday, end of day, or after hours. Surfaces in kanban and filters so you can plan your day better.
Waiting States“Waiting on Client” and “Waiting on External” states for Odoo tasks.LGPL-3
Recognizes that many tasks are neither “in progress” nor “blocked” in the technical sense, but waiting on an external answer. Two new visually distinct states, compatible with standard filters and reports.
Comparable to The “waiting status” pattern found in most project management tools
Task MergeMerge tasks by moving their content onto the kept task instead of stranding it.LGPL-3
Consolidate several tasks into one: chatter conversation, activities, followers, attachments, hours and dependencies are reassigned to the kept task, then the others are archived. No more archived tasks where the whole history stays trapped.
Comparable to Zendesk ticket merge, for your Odoo tasks
Nextcloud FilesBrowse, preview and share your Nextcloud files without leaving Odoo.LGPL-3
Embedded Nextcloud file browser on your projects and tasks, plus a standalone app. Folder tree on the left, built-in preview, drag-and-drop upload, move, configurable share links (internal or external), office documents opening straight in Nextcloud, and knowledge-matrix linking. Your files stay on your Nextcloud.
Comparable to SharePoint's file explorer, on your own Nextcloud
Data & AI5
GenAI assistant wired into your Odoo data. Your data stays with you.BUSL-1.1
Natural-language search across your records, email drafts in your voice, automatic classification, custom shortcuts. The AI model connection runs from your server. No data ever transits a third-party SaaS.
Comparable to Microsoft Copilot, self-hosted flavor
Invoice OCRAI-driven data extraction from supplier invoices: amounts, dates, taxes.BUSL-1.1
Upload a supplier invoice PDF. The AI extracts vendor, dates, amounts, tax breakdown (GST/QST) and line items. One-glance human validation, then the accounting draft is created. Great for offices that process dozens of invoices a month.
Comparable to Dext (formerly Receipt Bank), open-source and self-hosted
Knowledge BasePolicies, procedures, registers, document templates and project matrices.BUSL-1.1
Living documentation for a mandate or an organization: policies, procedures, registers, knowledge items, document templates. Structured matrices to track project deliverables (status, owner, dates, attachments, linked tasks). More than a wiki, less than an ERP.
Comparable to Notion or Confluence, structured by project
PersonaRelationship profile per contact: tone, addressing style, payer behavior, KPIs, dynamic.BUSL-1.1
Detailed profile per contact: tone preferences (formal/informal), addressing style, default c.c., payer behavior, recent KPIs, relational dynamic. Paired with AI, it picks up weak signals on the sales side: unusual silence from a key account, a tone cooling off, a payment rhythm slipping. “Are my business relationships slipping?” → data-driven answer.
Comparable to Salesforce Einstein Insights, small-business and open-source flavor
Contact EnrichmentFill in your contact records with AI, from your desk or your phone: business cards, email signatures, web domain.BUSL-1.1
Scan a business card (the AI reads the image), enrich a contact from its email signatures (one click or in bulk), create a contact from an email, import vCards and spot duplicates. At a trade show or on a visit, scanning lives on an installable mobile page: one address to open, no app to download, and the phone's own camera takes the card. A completeness score surfaces records worth filling in. Never overwrites a value you already entered; every addition is logged. The AI calls run on your own infrastructure.
Comparable to Clearbit or Dropcontact, open-source and self-hosted
Security & Compliance7
Workplace AllergiesYour people's allergies, readable by the person and by whoever organises. Plus the list you hand the caterer, without the names.LGPL-3
An allergy is health information, and therefore sensitive under Quebec's Law 25. A field visible to the whole company and a field reserved to whoever organises meals are not the same feature: here, the person concerned and the administration read the record, never the direct manager nor the rest of the staff. Everyone declares their own, because a consent its holder cannot exercise is not one. The catalogue loads Canada's recognised priority allergens on install, plus latex, insect stings and fragranced products. And above all: the catering list, which gives a group's dietary constraints without the names, with the headcount and the highest severity. That is what you hand a caterer, instead of circulating a medical record to order sandwiches. The privacy bridge adds express consent, retention tied to the employment relationship, and a purge shipped disabled.
Comparable to The allergy spreadsheet in the HR drawer, made compliant
Electronic SignatureGet documents signed inside Odoo, with a court-ready audit trail.BUSL-1.1
Native electronic signature (no Enterprise): per-signer public link, visual field placement, branded signing page, drawn or typed signature, optional email code (OTP) verification. Sealed document (PAdES digital seal, “signed/not altered” in a PDF reader), completion certificate and a tamper-evident audit trail (timestamp, IP, SHA-256 hashes, optional RFC 3161 timestamping). A public verification page, with an optional QR stamped on the document: whoever receives the PDF drops their copy in and sees whether it matches, hashed in their own browser, with nothing uploaded. Send a quotation, purchase order or corporate resolution for signature in one click.
Comparable to DocuSign or Odoo Enterprise Sign, inside your Odoo
Secure TransferSend multi-GB files through a secure link: expiry, password, access log.BUSL-1.1
Browser-direct upload to object storage (large files never transit through the server), expiring share links with an optional password, tamper-evident access log (timestamps, IP, digests) aligned with Québec's Law 25, automatic purge at expiry. Data hosted in Canada. White-label version on your own domain for client-facing transfers.
Comparable to WeTransfer or SwissTransfer, with Law 25 compliance built in
Security AwarenessSimulated phishing, ongoing training and per-person risk profiles.BUSL-1.1
Simulated phishing campaigns, cybersecurity training paths, individual risk profiles and a “Report as malicious” button for employees. When a real incident hits, email clawback pulls a malicious message out of Microsoft 365 or IMAP mailboxes, with a reversible quarantine. Dashboards per person and for the organization.
Comparable to KnowBe4 or Terranova, open-source inside your Odoo
IT AuditStructured IT security audits for Quebec Law 25 compliance.BUSL-1.1
End-to-end IT audit mandate management: audited elements, assessment grids, suppliers and watchpoints, then a narrative synthesis and a deliverable report. Co-developed with PME Conforme for Law 25 audits of Quebec SMBs and nonprofits.
Comparable to Vanta or Drata, tailored to Law 25
Music LicensingWhat you owe SOCAN and Re:Sound for the music playing in your space, and what you might still owe.BUSL-1.1
Playing music on your premises triggers royalties, and the amount is not final: background music tariffs are pending before the Copyright Board, which can certify them years later and apply them retroactively. The module keeps the dated rate register, every period holding both the proposed rate and the certified one, then prices year by year what you paid under a rate that nothing has made final. Renewal deadline, payment proof and floor area on file. One button evaluates exposure back to 2020. No music passes through: the module tracks your compliance, it broadcasts nothing.
Comparable to The tracking no spreadsheet does, because a spreadsheet cannot say "not certified yet"
PrivacyConsent tracking and destruction register, multi-framework (Law 25, GDPR, PIPEDA…).BUSL-1.1
Full consent lifecycle management: collection, withdrawal, incident register, document destruction register, handling of access requests. Multi-framework engine: Quebec's Law 25 is built in, with companion modules for GDPR (EU), UK GDPR, PIPEDA (Canada), and the Privacy Act 2020 (New Zealand). Emails and certificates adapt automatically to the applicable framework.
Comparable to OneTrust or Didomi, small-business flavor
Mandate tracking & billing5
ScheduleA Gantt view for Odoo Community, and a start date that finally exists: shareable on the portal without a seat.BUSL-1.1
Odoo Community has no Gantt view and no start date on tasks. This module adds both, with no Gantt library at all: one geometry is computed server-side, and the screen, the PDF, the PNG, the SVG, the spreadsheet and the Microsoft Project file all draw the very same one. A schedule can sit on a project, or stand alone when it only has to illustrate a quote without creating forty tasks. A missing start date is never hidden: the bar carries a dashed edge and says where its date came from. MSPDI and Excel import and export, both ways.
Comparable to A per-user Gantt subscription, or Enterprise
ProgressDashboard and self-serve client portal showing the progress of an ongoing mandate.BUSL-1.1
For linear-progression mandates: every step is documented, the client sees where things stand, what's coming next, and what's still owed from their side. Internal dashboard for the team, self-serve portal for the client. Cuts “where are we at?” follow-up emails dramatically.
Comparable to Asana Goals + a homegrown client portal
Hour BankAutomated hour-bank tracking: balance, alerts, top-ups.BUSL-1.1
Pre-paid billing model: sell 10h, 20h, 40h up front, burn down as timesheets are logged. Real-time balance on the client portal, automated threshold alerts, top-up billing. Ideal for recurring mandates without a monthly commitment.
Comparable to The “hour bank” model from consulting firms, automated
StopwatchGlobal timesheet timer with multi-timer support in the Odoo bar.LGPL-3
Start a stopwatch from any task or project. Multiple simultaneous timers. “Stop all” or “Stop the reds” buttons (paused timers). Auto-generates timesheets. Never forget to log time again.
Comparable to Toggl or Harvest, natively integrated into Odoo
Customer ExperienceNPS, continuous feedback, complaints and consent-tracked testimonials: customer listening inside your ERP.BUSL-1.1
A complete customer-listening program: NPS waves on Odoo surveys (automatic reminder, honest-window score hidden under 10 answers), email-rating ingestion, closed loop on detractors with explicit deadlines, an ISO 10002-shaped complaint register (real acknowledgement, root cause, post-closure satisfaction check), and testimonials locked until consent is recorded (Law 25 through the privacy module). Global anti-oversolicitation guards: per-contact cooldown across every channel, do-not-contact list, active-dunning exclusion. Six auto-installed bridges (helpdesk, privacy, dashboard, meetings, digest, CRM win/loss).
Comparable to Qualtrics or Delighted (the essentials, in your Odoo)
Finance & budgets2
Operating BudgetsAn operating budget built on your chart of accounts, compared against reality with no prior data entry.LGPL-3
Odoo Community ships no budget module. This one puts your budget positions on groups of ledger accounts, not on analytic accounts: a budget therefore works on day one, even if no vendor bill carries an analytic key yet. Four amounts, in Odoo's own vocabulary: planned, actual, committed and theoretical. The actual is never copied, it is re-read from your books every time it is displayed. The theoretical follows the calendar, not the clock. A yearly expense does not spread over twelve months: the monthly split is editable, and when your subscriptions provide a dated schedule, the theoretical is built on it and says so. A flat time-elapsed prorata would report an overrun every renewal month, and an alert nobody trusts protects nothing. An open budget is not edited: it is revised, and the original stays readable. A coverage check reports the accounts no position covers and the ones two positions count twice. Alerts fire when a drift passes a percentage and a currency floor: a percentage alone screams about small positions, an amount alone stays silent about large ones. And the rolling forecast: a twelve to eighteen month horizon that crosses fiscal years, re-made every month with one button, where each pass keeps its figures forever. It is the comparison between two passes that teaches you something: “we forecast 28,896, we now forecast 27,666, and the difference is what August actually did”.
Comparable to Odoo Enterprise's Budgets module, in open source, following the calendar rather than the clock
Campaign BudgetsA marketing campaign already knew what it earned. It finally knows what it spent.LGPL-3
Odoo knows what a campaign returned: invoiced amount, leads, quotations, all computed on utm.campaign. None of its thirty-three fields is a cost. The campaign therefore measures a return whose denominator it does not have. This module does not build a parallel spend register, which would eventually diverge from the accounting. It attaches one analytic account per campaign, with a uniqueness constraint so an account never serves two campaigns, and splits the spend between what went through accounting and what is internal time. Time is valued by Odoo from the hourly cost; when that rate is missing, the module counts the unvalued hours and says so, rather than displaying “nothing spent”.
Comparable to HubSpot's cost-per-campaign, without leaving your Odoo
Platform & Hosting4
Hosting ManagementCentral inventory: servers, services, client fleet, licenses, SSL, backups, updates, telephony and DMARC.BUSL-1.1
A hosting provider's dashboard, open about its operations. Tracks Docker containers, SSL certificates, restic backups, available updates, maintenance deadlines. Also manages the client computer fleet (endpoints, BitLocker keys, Action1 sync, groups), software licenses (pools, seats, expiry alerts), VoIP.ms telephony (DIDs, call statistics, transactions) and DMARC email-authentication reports.
Comparable to Plesk or cPanel, open-source
ForgeAdd custom fields to any Odoo form, no code required.BUSL-1.1
Simple fields (text, date, selection, relation, image), smart buttons, default values, shared filters, all point-and-click. The module is technically named bf_studio_light in the code and on GitHub.
Comparable to An open-source alternative to proprietary customization tools
BrandCustomize Odoo's visual brand: Lexend font, colors, logos.LGPL-3
Applies the Lexend font (high readability) everywhere in Odoo, both the interface and PDF reports. Configure brand colors, company logos and favicon from the settings. A consistent brand from the backend through to the PDF sent to the client.
Comparable to No direct equivalent on the open-source side
Dark ModeDark mode in the Odoo backend, with the Blue Fox grey palette.LGPL-3
Flips the Odoo interface into dark mode with a sober grey palette, based on Blue Fox brand colors. Reduces eye strain in the evening and in low-light conditions.
Comparable to The Slack or Notion dark mode, inside Odoo
Donations & Charity2
FundraisingDonor management and fundraising for nonprofits: gifts, campaigns, receipts, portal.AGPL-3
Full donor-management platform built on the Donation module: Fund → Campaign → Appeal → Package structure, constituent records (giving summary, wealth rating, households, solicit codes), lapsed-donor (LYBUNT) report. Public donation form and donor portal (history and receipt download) included. Compliant Canadian official receipts are provided by the companion module “Donation Receipts Canada”.
Comparable to Raiser's Edge / Blackbaud, in your Odoo
Donation Receipts (CRA + Revenu Québec)CRA + Revenu Québec compliant official donation receipts, in French, with a branded email.AGPL-3
Official income-tax receipts fully compliant with CRA and Revenu Québec requirements, in French: registration number (BN/RR), gap-free annual numbering, eligible amount (gift minus advantage), in-kind gifts (fair market value and appraiser), annual consolidated receipts, void and reissue. Standalone, branded receipt layout (not an invoice), emailed with the PDF attached.
Comparable to Raiser's Edge's tax receipting, adapted for Canada
Other modules102
Single-purpose modules that support the applications: fixes, bridges, settings, themes.