Chat-to-CRM Lead Capture

Name: Chat-to-CRM Lead Capture
Brand: ECOSIRE
SKU: chat-to-crm-leads

Características clave

Dedicated 'Create Lead' action in the Livechat/Discuss composer that spawns a `crm.lead` from the active conversation without leaving the chat window

`crm.lead` extended with source-channel, captured-transcript reference, and qualification fields defined during scoping (lead temperature, budget band, intent)

Computed lead score via `@api.depends` on the qualification answers, recalculated automatically as fields change

Automatic `res.partner` de-duplication — email/phone lookup matches or creates the contact before the lead is written, preventing duplicate records

Conversation excerpt posted into the lead's chatter through `message_post`, so the transcript context travels with the record as an audit trail

Round-robin or rule-based auto-assignment across a `crm.team` via an `ir.actions.server` automated action

UTM attribution captured on the lead — `Many2one` to campaign, medium, and source, mapped from the originating channel

OWL/XML capture dialog for fast in-chat qualification, plus an enriched lead form view for the follow-up

Record rules + `ir.model.access.csv` so agents see and edit only their own team's captured leads

Inbound webhook controller and JSON-RPC/XML-RPC bridge to normalize external messaging payloads into the same single capture path

Discrete addon with its own `__manifest__.py` and declared dependencies — installs, upgrades, and uninstalls cleanly without core patches

Configurable channel allowlist and per-channel default sales team via a settings model

Built and tested against Odoo 17.0, 18.0, and 19.0, adapted to Community or Enterprise messaging surfaces

Optional QWeb summary report for captured-lead volume by channel and agent

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

Haces el pedido

Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

Creamos e instalamos

ECOSIRE la crea, la configura y la instala en tu Odoo.

En marcha + soporte

Sales en vivo en unas 2–4 semanas, con un periodo de soporte posterior al lanzamiento.

Sobre este producto

Sales teams that run Odoo lose real revenue in the gap between a chat conversation and a CRM record. An agent talks to a prospect in Livechat, WhatsApp, or a channel in Discuss, learns their name, company, budget, and intent — and then either forgets to create a crm.lead, or copies fields by hand into a separate browser tab minutes later, dropping context and often the contact details entirely. Odoo core lets you chat and it lets you manage a pipeline, but out of the box there is no first-class action that captures a live conversation into a qualified lead in one move, attributes it to the right salesperson and sales team, and carries the transcript along as the audit trail. Livechat's own "convert to lead" hooks are thin, English-first, and do not exist for external messaging bridges at all.

This is what we build. Chat-to-CRM Lead Capture adds a dedicated action inside the conversation surface — a button in the Livechat/Discuss composer and, where applicable, a server action on the mail.channel/discuss.channel record — that creates a crm.lead from the active thread. The new model extends crm.lead with fields for source channel, captured transcript reference, and a qualification block (fields.Selection for lead temperature, fields.Many2one to campaign and medium, @api.depends compute for a lead score derived from the qualification answers). Contact matching runs a res.partner lookup on email/phone before creating a duplicate, and an ir.actions.server automated action can auto-assign the lead by round-robin across a crm.team. The capture writes the conversation excerpt into the lead's chatter (message_post) so the full context travels with the record. Views are delivered as XML/OWL for the capture dialog and the enriched lead form; security is enforced through ir.model.access.csv plus record rules so agents see only their own team's captured leads. Where you use external messaging, the bridge is wired through Odoo's JSON-RPC/XML-RPC API or an inbound webhook controller, normalizing the payload into the same capture path — no divergent second code path to maintain.

We build this specifically against your Odoo version and edition. The qualification fields, scoring logic, channel list, and auto-assignment rules are defined with you, not assumed — a Community deployment without the Enterprise Livechat/WhatsApp connectors gets a capture path adapted to whatever messaging surface you actually run, while an Enterprise site gets tighter integration with the native Livechat and marketing-automation hooks. The module ships with its own __manifest__.py declaring clean dependencies, so it installs as a discrete addon and can be upgraded or removed without touching core.

Delivery is build-to-order: after a short scoping call we confirm the exact channels, qualification schema, and assignment rules, then build on a staging copy of your database, run UAT with your team, and cut over with a rollback plan. Typical delivery is 2 to 4 weeks from confirmed scope. Pricing starts from $299 (indicative, single-company base scope); additional messaging integrations, multi-company routing, deeper localization, and larger historical-conversation data migration increase the quoted scope. You receive a fixed quote after the scoping call, never a surprise invoice.

lo que obtienes

Installable source code for your Odoo version and edition, delivered as a discrete addon with `__manifest__.py` and declared dependencies

Installation and configuration on your staging environment, including channel allowlist, qualification schema, and auto-assignment rules

Technical documentation covering the data model, security rules, and the messaging bridge/webhook contract

End-user guide plus a live training session for your sales and support team

UAT on a staging copy of your database with a documented rollback plan before production cutover

Post-go-live support window for defect fixes and adjustment of the qualification/assignment configuration

Git repository handover with full commit history and branch structure

Short deployment runbook for future upgrades across Odoo minor versions

¿Para quién es esto?

Sales & Support Team Lead

Runs a mixed sales/support inbox on Odoo and is tired of leads evaporating between a chat and the pipeline. Needs one-click capture, automatic assignment to the right rep, and the conversation attached so nothing is lost in handoff.

Odoo Administrator / In-house Developer

Owns the Odoo instance and does not want another core patch to maintain. Needs a clean addon with sane dependencies, `ir.model.access.csv` + record rules done right, and a documented webhook/RPC contract they can extend later.

Head of Revenue Operations

Cares about attribution and pipeline hygiene. Needs UTM/source captured on every chat-sourced lead, a defensible lead score, and de-duplication against `res.partner` so reporting is trustworthy.

Customer Experience Manager running external messaging

Handles WhatsApp, Livechat, or a Discuss channel and wants those conversations to become qualified leads in Odoo without a separate tool. Needs the external bridge normalized into the same capture and qualification flow the internal team uses.

Cómo se compara Chat-to-CRM Lead Capture

Criterio	ECOSIRE	Construcción personalizada	Competidor
Chat-to-lead capture	One-click action in the chat composer creates a qualified `crm.lead`	Buildable, but you specify and maintain every detail yourself	Basic convert-to-lead, usually one channel only
Qualification & scoring	Your qualification schema plus a computed `@api.depends` lead score	Whatever your team has time to design and test	Fixed fields, rarely a real score
Contact de-duplication	`res.partner` email/phone match before create, idempotent per chat	Depends on the logic you write	Often absent — creates duplicates
External messaging bridge	WhatsApp/Livechat/Discuss normalized via webhook + JSON/XML-RPC	Full integration effort falls on your developers	Usually internal Livechat only
Auto-assignment	Round-robin/rule-based across `crm.team` via server action	You build and tune the routing	Limited or manual assignment
Version & edition fit	Built for your Odoo 17/18/19 and Community/Enterprise	You maintain compatibility across upgrades	Fixed version range, edition assumptions baked in
Delivery & support	Scoped build, UAT on staging, rollback plan, support window, git handover	Internal time, internal risk, no external warranty	Download plus best-effort vendor tickets
Ownership	You receive full source in a git repo you keep	You own it but also own all the build cost	Licensed module, limited modification rights

Preguntas frecuentes sobre Chat-to-CRM Lead Capture

How long does delivery take?

This is a build-to-order module, not an instant download. After a short scoping call to confirm channels, qualification fields, and assignment rules, typical delivery is 2 to 4 weeks from confirmed scope. We build on a staging copy of your database, run UAT with your team, and schedule the production cutover with you.

How does pricing and scoping work?

Pricing starts from $299 as an indicative from-price for a single-company base scope. Drivers like extra messaging integrations, multi-company routing, deeper localization, and historical-conversation data migration raise the scope. You get a fixed written quote after the scoping call — never a surprise invoice, and no firm price is committed before we understand your setup.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration adjustments, and you receive the full git repository so your team can maintain it. We can also quote a longer support/maintenance agreement covering upgrades as you move across Odoo minor versions.

Does it work on Odoo Community or only Enterprise?

Both. On Enterprise we integrate tightly with the native Livechat and, where present, WhatsApp connectors. On Community, where those connectors are absent, we adapt the capture path to whatever messaging surface you actually run — the internal capture, qualification, and CRM logic are the same on both editions. We confirm your edition during scoping.

Will it create duplicate contacts and leads?

No. Before a lead is written the module runs a `res.partner` lookup on email and phone to match an existing contact rather than creating a new one, and the capture is idempotent per conversation so re-clicking the action does not spawn a second lead. Exact matching rules are confirmed during scoping.

How is this different from a typical off-the-shelf module from apps.odoo.com?

A generic listing gives you fixed fields, one messaging channel, and English-first assumptions you have to work around. We build to your qualification schema, your channel mix, your assignment rules, and your Odoo version and edition, then hand over the source and support it. You are buying a fitted solution and a delivery relationship, not a one-size download.

Which Odoo versions do you support?

We build and test against Odoo 17.0, 18.0, and 19.0. Tell us your exact version and edition at the scoping call and we target that; the module is delivered as a discrete addon so it upgrades cleanly across minor versions.