Quick facts
- Price
- $399.00 USD
- Odoo versions
- 17, 18, 19
- Setup time
- 20160 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
AI Lead Scoring & Next-Best-Action
Custom-built Odoo module that scores CRM leads with ML, routes by score/territory, and recommends the next best action to close.
$399.00USD
No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.
Key Features
ML-based lead scoring (0–100) as a computed field on crm.lead, recalculated via @api.depends and ir.cron on every engagement change
Win-probability estimate per lead, trained on your historical won/lost data, surfaced on the lead form and kanban card
Next-Best-Action engine that recommends call / email / demo / nurture / disqualify per lead from its interaction history
Automatic lead routing by score band and sales-team territory using base.automation automated actions and server actions
Profile enrichment that aggregates emails, calls, meetings, chatter and stage history into a normalized engagement profile
Score-driven kanban and list decorations (color bands, priority stars) so reps triage the pipeline at a glance
Scheduled activities (mail.activity) auto-created for the recommended next action with due dates and reminders
Pipeline Health dashboard with native graph/pivot/cohort analytics plus optional OWL widgets for score distribution
Configurable scoring weights and thresholds via a settings model — tune signals without redeploying code
Model retraining job (ir.cron) that periodically refreshes the scorer from newly closed leads to prevent drift
XML-RPC / JSON-RPC integration so the scorer can run inside Odoo or call an external inference endpoint you control
Row-level security via ir.model.access.csv plus record rules — reps see their own leads, managers see team-wide analytics
QWeb PDF reports for weekly forecast, conversion, and score-accuracy review
Audit trail of score changes and NBA recommendations logged to the lead chatter (mail.thread) for full transparency
Community and Enterprise compatible, packaged as an upgrade-safe addon targeting Odoo 17, 18 and 19
About this Product
AI Lead Scoring & Next-Best-Action is a build-to-order module that ECOSIRE designs, builds, installs, and supports on top of your existing Odoo CRM (crm.lead) — this is not an instant apps.odoo.com download. After purchase our engineers scope your pipeline, sales stages, and territories, then deliver a production-ready module tuned to how your team actually sells, typically within a 2–4 week lead time.
Why Choose AI Lead Scoring & Next-Best-Action
ML-based lead scoring (0–100) as a computed field on crm.lead, recalculated via @api.depends and ir.cron on every engagement change
Win-probability estimate per lead, trained on your historical won/lost data, surfaced on the lead form and kanban card
Next-Best-Action engine that recommends call / email / demo / nurture / disqualify per lead from its interaction history
Automatic lead routing by score band and sales-team territory using base.automation automated actions and server actions
Profile enrichment that aggregates emails, calls, meetings, chatter and stage history into a normalized engagement profile
Score-driven kanban and list decorations (color bands, priority stars) so reps triage the pipeline at a glance
At its core the module extends crm.lead with a set of computed AI fields — a machine-learning lead score (0–100) and a win-probability estimate — surfaced directly on the lead form and kanban pipeline. Scores are recalculated by @api.depends-driven compute methods and scheduled ir.cron jobs whenever engagement changes (emails, calls, meetings, stage moves, form activity), so your reps always see a live, defensible priority ranking instead of gut feel. Behind the fields sits a scoring engine trained on your historical won/lost leads, with an XML-RPC/JSON-RPC bridge so the model can be hosted inside Odoo or called out to an external inference service you control.
Beyond scoring, the module answers the question every sales manager cares about — "what should this rep do next?" A Next-Best-Action engine reads each lead's enriched interaction history and recommends the highest-leverage move (call now, send follow-up email, book a demo, nurture, or disqualify), rendered as an action panel on the lead and as scheduled activities (mail.activity). Automated actions (base.automation) and server actions route freshly scored leads to the right salesperson or team by score band and sales_team territory, so hot leads never sit unclaimed in a shared queue.
Everything is governed by proper Odoo security — ir.model.access.csv for the new models plus record rules so managers see pipeline-wide analytics while reps see only their own book. The module ships with a Pipeline Health dashboard (Odoo's native graph/pivot/cohort views plus optional OWL widgets) and QWeb PDF reports for weekly forecast and conversion reviews. It works on Community and Enterprise, targets Odoo 17, 18 and 19, and is delivered as a clean, upgrade-safe addon — never core-patched — with full source so you're never locked in.
What you get
- Complete, upgrade-safe Odoo addon source (models, views, security, data) with a documented __manifest__.py — never a core patch
- Trained scoring model configured against your historical won/lost leads, with the retraining ir.cron job pre-scheduled
- Security configuration: ir.model.access.csv access rights plus record rules for the manager-vs-rep visibility split
- Deployment on your Odoo 17/18/19 instance (Community or Enterprise), including staging validation before go-live
- Configuration of scoring weights, thresholds, and territory/score routing rules to match your pipeline and teams
- Admin and end-user documentation plus a live training session for sales managers and reps
- QWeb report templates and the Pipeline Health dashboard views installed and verified in your database
- A post-delivery support window with bug fixes and Odoo minor-version compatibility assistance
Who this is for
Sales Manager
Owns pipeline conversion and forecast accuracy. Uses the score, win-probability, and Pipeline Health dashboard to focus the team on high-value leads and defend the forecast in reviews.
Sales Operations / RevOps Lead
Configures scoring weights, routing rules, and territories. Relies on the settings model and record rules to keep lead distribution fair and auditable across teams.
Account Executive / SDR
Works leads day to day. Follows the Next-Best-Action panel and auto-created activities to know exactly who to call or email next instead of guessing from a flat list.
CRM / Odoo Administrator
Maintains the instance across 17/18/19 upgrades. Values the upgrade-safe addon, ir.cron retraining, and full source with no vendor lock-in.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the AI Lead Scoring & Next-Best-Action module ZIP from your account dashboard.
Upload to Odoo
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Install the module
Activate Developer Mode, open Apps, click Update Apps List, search for AI Lead Scoring & Next-Best-Action, and press Install.
Configure settings
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Verify & go live
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
How AI Lead Scoring & Next-Best-Action Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Time to production | 2–4 weeks, built and deployed for you | Months of in-house R&D and iteration | Instant install but generic, needs heavy tuning | |
| ML lead scoring & win-probability | Trained on your historical won/lost data | Only if you have in-house ML talent | Rule-based or fixed-model scoring at best | |
| Next-Best-Action recommendations | Per-lead call/email/demo/nurture guidance | Whatever you find time to build | Rarely included, or a paid add-on | |
| Score & territory routing | Automated via base.automation + record rules | You design and maintain every rule | Limited, often single-dimension routing | |
| Fit to your pipeline & data | Scoped and configured to your stages/teams | Fully custom but you own all the risk | One-size-fits-all, adapt your process to it | |
| Odoo 17/18/19 & Community/Enterprise | Upgrade-safe addon across all three, both editions | Upgrade burden falls on your team | Version support varies by vendor | |
| Source code & lock-in | Full source delivered, no vendor lock-in | You own it, but also all maintenance | Often obfuscated or licensed, limited access | |
| Support & model retraining | Support window + scheduled ir.cron retraining | Self-supported | Ticket support, retraining usually manual |
Frequently Asked Questions about AI Lead Scoring & Next-Best-Action
+Is this an instant download from the Odoo App Store?
No. This is a build-to-order module. After purchase, ECOSIRE scopes your CRM pipeline, stages, and territories, then builds, installs, and configures the module on your Odoo instance. You receive a production-ready addon tuned to your data — not a generic off-the-shelf download.
+How long is the delivery / lead time?
Typical lead time is 2–4 weeks from the kickoff scoping call, depending on the size of your historical lead dataset and the complexity of your routing and territory rules. We validate on a staging copy of your database and confirm go-live with you before deploying to production.
+What support and updates are included after delivery?
Every build includes a post-delivery support window covering bug fixes and configuration adjustments, plus assistance keeping the module compatible across Odoo minor versions. Because you receive full source as an upgrade-safe addon (never a core patch), your team or ours can maintain and extend it. Extended support and retraining retainers are available on request.
+Does it work on Odoo Community or only Enterprise, and which versions?
It runs on both Odoo Community and Enterprise, and we build against Odoo 17, 18, and 19. The scoring and next-best-action logic lives in standard models, computed fields, and automated actions, so no Enterprise-only feature is required.
+Where does the ML model run, and is my data sent to a third party?
You choose. The scorer can run entirely inside your Odoo instance, or call an external inference endpoint you host and control via XML-RPC/JSON-RPC. We do not ship your CRM data to any third-party service by default — the training and scoring pipeline is deployed within your own infrastructure.
+How is the model kept accurate over time?
A scheduled ir.cron retraining job periodically refreshes the scorer from your newly won and lost leads, which prevents model drift as your market and messaging evolve. Score changes and next-best-action recommendations are logged to the lead chatter so you can audit and trust the output.
+Can we customize the scoring signals and routing rules ourselves?
Yes. Scoring weights, thresholds, and score/territory routing are exposed through a settings model and Odoo automated actions, so RevOps can adjust behavior without a redeploy. For deeper changes, the full addon source is yours to extend.
Why Customers Trust ECOSIRE
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Secure Stripe Payment
30-Day Money Back
Lifetime Updates
LGPL-3.0 License
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AI Lead Scoring & Next-Best-Action
Custom-built Odoo module that scores CRM leads with ML, routes by score/territory, and recommends the next best action to close.
- ML-based lead scoring (0–100) as a computed field on crm.lead, recalculated via @api.depends and ir.cron on every engagement change
- Win-probability estimate per lead, trained on your historical won/lost data, surfaced on the lead form and kanban card
- Next-Best-Action engine that recommends call / email / demo / nurture / disqualify per lead from its interaction history
- Automatic lead routing by score band and sales-team territory using base.automation automated actions and server actions