GlobalSales/CRM

Customer Referral Program

Name: Customer Referral Program
Price: 53 USD

Referral codes, conversion tracking and two-sided reward accrual for your customers

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · 35+ languages · Community & Enterprise

Customer Referral Program

Referral codes, conversion tracking and two-sided reward accrual for your customers

Customer Referral Program turns happy customers into a sales channel: give every customer or contact a unique, collision-free referral code and shareable link, track every friend they bring in through a New to Qualified to Converted funnel, and automatically accrue two-sided rewards, fixed, percentage or tiered, on both sides once the referral turns into a real confirmed Sales Order.

Compatibility notice. This module cannot be installed in the same Odoo database as referral_rewards_program. Both define the referral.program and referral.reward models, and Odoo replaces one definition with the other instead of merging them. If you try, the installation is stopped with a clear error message. Choose one of them for a given database.

Key Features

Configurable reward rules

referral.program supports a fixed amount, a percentage of the order, or a tiered ladder by order volume, plus a two-sided incentive toggle, a minimum order amount, a per-conversion reward cap and an optional validity window.

Unique code and shareable link per referrer

referral.code generates a personal, collision-free referral code automatically for every referrer using a deterministic hash-based generator, together with a shareable link built from the program's landing path and the website's base URL.

Conversion funnel tracking

referral.conversion tracks every referred contact through a simple funnel (New to Qualified to Converted or Rejected) with an enforced state machine that blocks invalid transitions and links the referral to the actual Sales Order that closed the deal.

Two-sided reward accrual

Once a referral converts, referral_calc.compute_program_reward computes the referrer's and, if enabled, the referee's reward and books it as a referral.reward record with its own Pending to Approved to Paid workflow.

Sales Order integration with automatic conversion

A referral code can be applied straight from the order the referred customer is placing (action_apply_referral_code); confirming the order automatically converts the referral and accrues the reward via a silent, non-blocking hook on action_confirm.

Bulk code generation wizard

referral.code.generate.wizard hands a whole batch of contacts a referral code for a program in one action, skipping contacts that already have one by default.

Program performance dashboard

Each program reports codes issued, referrals per funnel stage, conversion rate and total rewards accrued/paid, with pivot and graph views over the referral funnel.

Share action with tracked link sends

action_share opens a pre-filled mail composer with the referrer's personal link and increments a share counter, so outreach activity is tracked alongside conversions.

Use Cases

✓Launch a customer referral drive with a fixed or percentage reward and a two-sided incentive for both referrer and referee

✓Let a sales rep apply a customer's referral code directly on the quotation they are placing

✓Automatically reward both sides of a referral the moment the referred customer's first order is confirmed

✓Hand an entire batch of loyal customers a referral code in one bulk action instead of one at a time

✓Track a referral program's conversion rate and total reward payout on a single dashboard

✓Cap the maximum reward payable per conversion to control program cost

Screenshots

01 Referrals Kanban

02 Referral Codes List

03 Program Form

04 Rewards List

Why Choose This Module

Word-of-mouth referrals are easy to promise and hard to track reliably without a system tying the code, the funnel stage, the closing order and the reward payout together. This module keeps that whole chain, from a unique shareable code to a two-sided reward accrual, as real, auditable Odoo records, with the code generation, reward maths and funnel state machine all living in a framework-free engine that is independently unit-tested.