Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM. Built to order by ECOSIRE. One-time license from $249.00 USD for Odoo 17, 18, 19 — includes 12 months of updates and support.

Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM. Built to order by ECOSIRE.
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Inbound leads pile up in Odoo CRM faster than your reps can triage them — and the ones worth calling first get buried under tire-kickers. The Lead Scoring & Auto-Assignment Engine is a build-to-order Odoo module that ECOSIRE designs, develops, installs and supports specifically for your sales process. It adds a configurable scoring layer on top of crm.lead and routes every new lead to the right salesperson the moment it lands — no spreadsheets, no manual round-robin, no cold leads eating up your team's best hours.
Dedicated crm.scoring.rule configuration model — define, weight, activate and archive scoring rules from the Odoo UI with no code changes
Fit-based scoring on explicit lead attributes: industry, country, company size, lead source, tags, budget range and custom fields
Behavior-based dynamic scoring from engagement signals: email opens/clicks, website page visits, form submissions, meeting bookings and stage changes
Live lead_score (0–100) and lead_grade (Hot/Warm/Cold) computed via @api.depends so they recalculate automatically whenever underlying data changes
Time-decay engine (ir.cron scheduled action) that ages down scores on inactive leads so stale leads don't stay flagged Hot
Round-robin auto-assignment for even lead distribution across a sales team
This is not an off-the-shelf apps.odoo.com download you install blind. ECOSIRE gathers your qualification criteria, territories, team structure and SLA policy, then engineers a module tailored to them: new fields and compute methods on crm.lead, a crm.scoring.rule configuration model, an assignment engine backed by Odoo automated actions and server crons, QWeb-ready lead scorecards, and security enforced through ir.model.access.csv and record rules so reps only see their own territory. Typical delivery is 2–4 weeks from kickoff, and we hand you the full, readable source so you're never locked in.
How the scoring works. You define scoring rules in a dedicated Odoo settings model — no code needed to tune them. Fit rules score explicit lead attributes (industry, country, company size, source, tags, budget range). Behavior rules add or decay points based on engagement: email opens/clicks, website visits, form submissions, meeting bookings and stage progression. A @api.depends-driven compute method rolls all active rules into a live lead_score (0–100) and a lead_grade (Hot / Warm / Cold), recomputed automatically whenever the underlying data changes. Scores can decay over time via a scheduled action so a lead that went quiet three weeks ago doesn't stay flagged Hot forever.
How the assignment works. When a lead crosses your qualification threshold, the engine assigns it using the strategy you choose per team: round-robin (even distribution), weighted (senior reps take more), or territory (match by country, region, state or postal-code rules to the owning salesperson). It respects rep availability, active/inactive status, daily caps and out-of-office. Hot leads get an SLA timer — if the assigned rep hasn't logged first contact within your defined window, the engine escalates: reassign, notify the manager, or bump the priority flag. Everything is logged in the chatter and surfaced on the lead so managers have a full audit trail.
Built on standard Odoo 17, 18 and 19 patterns (models.Model, ORM fields, automated actions, server actions, ir.cron), it works on both Community and Enterprise, integrates cleanly with your existing CRM pipeline and marketing automation, and exposes scores and grades over XML-RPC/JSON-RPC so external tools and dashboards can read them. Because ECOSIRE builds and supports it, you get a module that fits your funnel — not a generic connector you have to bend your process around.
Owns lead routing and rep productivity for a high-volume inbound funnel. Needs a rules-driven engine that distributes leads fairly, enforces SLAs and gives a clear audit trail — without maintaining spreadsheets or nudging reps manually every morning.
Configures and maintains Odoo CRM. Wants a native, tunable scoring and assignment layer they can adjust from the UI as ICP and territories evolve, with clean source code they can extend rather than a black-box third-party connector.
Cares that the best leads reach the best reps fast and that nothing slips. Values priority flags, SLA escalation and manager dashboards that show grade distribution, response times and per-rep load at a glance.
Buy the license on ecosire.com and download the Lead Scoring & Auto-Assignment Engine module ZIP from your account dashboard.
Extract the ZIP into your Odoo custom addons folder on the server (or upload via Apps > Install from file on Odoo.sh / runbot).
Activate Developer Mode, open Apps, click Update Apps List, search for Lead Scoring & Auto-Assignment Engine, and press Install.
Open the new menu, paste your ECOSIRE license key, connect any external credentials (Shopify, Amazon, Stripe, etc.), and save.
Run the built-in connection test, sync your first 10 records, and schedule the recurring cron. Contact support if anything fails.
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Fit + behavior lead scoring | Configurable rules for both attribute fit and engagement behavior, computed live via @api.depends | Possible but you design and maintain the whole scoring model yourself | Often fit-only or a fixed formula with limited behavior signals | |
| Time-decay on stale scores | Scheduled ir.cron ages down inactive leads automatically | Must build and schedule the decay logic yourself | Rarely included | |
| Auto-assignment strategies | Round-robin, weighted and territory routing selectable per team | Each strategy hand-coded and tested by your developer | ||
| SLA timers + escalation on hot leads | Configurable first-contact windows with auto reassign/notify/priority-bump | Build the timers, crons and escalation actions from scratch | ||
| Territory & rep-availability awareness | Country/region/postal rules plus daily caps and out-of-office handling | Fully DIY logic and edge-case handling | ||
| Tailored to your funnel & security model | Built to your criteria, territories and record-rule visibility | yes — but at full custom-build cost and timeline | no — generic, bend your process to fit it | |
| Editable from Odoo UI without code | Rules, strategies and SLAs configurable by sales-ops admins | Depends entirely on what your developer exposes | ||
| Source code ownership & extensibility | Full readable source handed over, standard Odoo patterns | no — closed/obfuscated, vendor-locked | ||
| Delivery, install & support included | 2–4 week build, staged install, training + 30-day support | Your team's time and roadmap | no — self-install, community support only |
Typical delivery is 2–4 weeks from kickoff. This is a build-to-order module, not an instant apps.odoo.com download — after purchase we run a short discovery to capture your qualification criteria, territories, team structure and SLA policy, then build, test and install the module on your Odoo instance (staging first, then production). You'll get a demo and sign-off before go-live.
Every build includes a 30-day post-go-live support window covering bug fixes, scoring/assignment tuning and questions. Because we hand over the complete source, your team can maintain it, or you can retain ECOSIRE on an ongoing support plan. We build against standard Odoo 17/18/19 patterns so the module is straightforward to carry forward across future point releases, and we can quote version upgrades (e.g. 17→18→19) as needed.
Both. The engine is built on core Odoo primitives — models.Model, ORM fields, @api.depends compute methods, automated/server actions, ir.cron scheduled actions, ir.model.access.csv and record rules — so it runs on Community and Enterprise across Odoo 17, 18 and 19. We target the exact version and edition your instance runs.
Yes. Scoring rules live in a dedicated configuration model editable from the Odoo UI, so your sales-ops admin can add, reweight, activate or archive fit and behavior rules without touching code. Assignment strategy (round-robin, weighted, territory), SLA windows and escalation actions are all configurable settings. For deeper structural changes, you have the full source to extend.
It extends the standard crm.lead model rather than replacing it, so your existing pipeline, stages, teams and reports keep working. It reads engagement signals from Odoo's marketing/website apps where present, respects your user and sales-team setup, and exposes scores and grades over XML-RPC/JSON-RPC so external dashboards or BI tools can consume them.
Access is enforced with ir.model.access.csv access rights and record rules. Reps can be scoped to only their own assigned leads or their territory, while managers get full visibility with scorecard views, grade/score filters and per-rep load reporting. Every score change, assignment and SLA escalation is logged in the chatter for a complete audit trail.
Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM. Built to order by ECOSIRE.