Marketing Funnels

Odoo Marketing

Create and optimize conversion funnels with Odoo.

Odoo Marketing Funnels let you map a multi-step conversion path, such as visit, form fill, and purchase, and see where visitors drop off between each step. Simplify-ERP builds the funnel structure around your actual customer journey and segments the audience so you can compare how different visitor groups move through it.

Odoo module: Marketing Automation
Setup effort: Medium, per funnel
Best for: Conversion optimization
Integrates with: Website, CRM, Forms

Use cases

Marketing manager at an online training provider

Situation: Many visitors view the course page but few complete registration, and the team has no clear view of where in that process people are leaving.
How we solve it: Simplify-ERP builds a funnel from page view through form start to completed registration, revealing exactly which step loses the most visitors so the team can focus improvements there.

Growth analyst at a B2B fintech startup

Situation: Trial signups from paid ads and organic search are lumped together, making it impossible to tell whether paid traffic converts as well as organic traffic.
How we solve it: The analyst segments the signup funnel by traffic source, so paid and organic visitors are compared step by step, showing exactly where each group behaves differently.

FAQ

Frequently asked questions

What counts as a step in a funnel?

A step is any trackable action you define, such as viewing a page, submitting a form, or completing a purchase, and the funnel shows how many visitors reach each step in sequence.

How do I know where visitors are dropping off?

The funnel view shows the visitor count at each step side by side, so a large gap between two steps points directly to where the drop-off is happening.

Can I compare funnel performance for different audiences?

Yes, you can segment visitors, for example by traffic source or region, and view the same funnel separately for each segment to see whether one group converts differently than another.

Does a funnel need a developer to set up?

No, funnels are configured within the Marketing Automation app using existing website and form data; Simplify-ERP typically builds the first funnel for you during setup.

Funnel Builder

Create marketing funnels visually.

Conversion Analysis

Identify weak points.

Audiences

Segment your visitors.

Performance Tracking

Measure funnel success.

Optimize Funnels

Boost your conversions with intelligent funnels.