Illustrative previewCustom-built Odoo module that scores CRM leads with ML,
routes by score/territory, and recommends the next best action to close.
What is 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. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Odoo.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- Odoo Compatibility
- Odoo 17, Odoo 18, Odoo 19
- Editions
- Enterprise & Community
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- PostgreSQL 12+
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 one working week lead time.
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.
How AI Lead Scoring & Next-Best-Action Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Time to production | one working week, built and deployed for you | Months of in-house R&D and iteration | Instant install but generic, needs heavy tuning | Available immediately but no ML |
| 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 | Manual lead-scoring rules only, no ML |
| Next-Best-Action recommendations | Per-lead call/email/demo/nurture guidance | Whatever you find time to build | Rarely included, or a paid add-on | Not available out of the box |
| Score & territory routing | Automated via base.automation + record rules | You design and maintain every rule | Limited, often single-dimension routing | Basic assignment rules, no score awareness |
| 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 | Generic CRM defaults |
| 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 | Included, but no ML capability |
| Source code & lock-in | Full source delivered, no vendor lock-in | You own it, but also all maintenance | Often obfuscated or licensed, limited access | Core code, but no scoring engine to own |
| Support & model retraining | Support window + scheduled ir.cron retraining | Self-supported | Ticket support, retraining usually manual | Standard Odoo support, nothing to retrain |
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 one working week 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.
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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