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Vista previa ilustrativaRule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM.
Built to order by ECOSIRE.
¿Qué es Lead Scoring & Auto-Assignment Engine?
Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM. Built to order by ECOSIRE. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Características clave
Hecho a medida, listo para ti
Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.
- 1
Haces el pedido
Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.
- 2
Creamos e instalamos
ECOSIRE la crea, la configura y la instala en tu Odoo.
- 3
En marcha + soporte
Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.
Especificaciones técnicas
- Compatibilidad con Odoo
- Odoo 17, Odoo 18, Odoo 19
- Ediciones
- Enterprise y Community
- Licencia
- La licencia requiere confirmación
- Requisito de Python
- Python 3.10+
- Base de datos
- PostgreSQL 12+
Sobre este producto
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.
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 one working week 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.
lo que obtienes
- Complete, readable Odoo module source (Community + Enterprise compatible, versioned for Odoo 17, 18 or 19) delivered as a git repository
- Fully configured scoring rule set and assignment strategy modeled on your qualification criteria, territories and team structure
- Security layer: ir.model.access.csv access rights plus record rules enforcing per-rep and per-territory visibility
- Automated actions, server actions and scheduled crons pre-wired for scoring recompute, decay, assignment and SLA escalation
- Admin configuration guide plus end-user documentation for reps and sales managers
- Live training session for your sales-ops admins and a walkthrough for the sales team
- QWeb lead scorecard report template and any custom views/menus deployed to your database
- Two-week go-live support window covering bug fixes, tuning and questions
¿Para quién es esto?
Sales Operations Manager
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.
CRM / Revenue Operations Admin
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.
Head of Sales / Sales Director
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.
Cómo se compara Lead Scoring & Auto-Assignment Engine
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Nativo de Odoo |
|---|---|---|---|---|
| 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 | No incluido |
| Time-decay on stale scores | Scheduled ir.cron ages down inactive leads automatically | Must build and schedule the decay logic yourself | Rarely included | No incluido |
| Auto-assignment strategies | Round-robin, weighted and territory routing selectable per team | Each strategy hand-coded and tested by your developer | Apoyo parcial | Apoyo parcial |
| 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 | No incluido | No incluido |
| Territory & rep-availability awareness | Country/region/postal rules plus daily caps and out-of-office handling | Fully DIY logic and edge-case handling | Apoyo parcial | Apoyo parcial |
| 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 | No incluido |
| Editable from Odoo UI without code | Rules, strategies and SLAs configurable by sales-ops admins | Depends entirely on what your developer exposes | Apoyo parcial | No incluido |
| Source code ownership & extensibility | Full readable source handed over, standard Odoo patterns | Incluido | no — closed/obfuscated, vendor-locked | No incluido |
| Delivery, install & support included | one working week build, staged install, training + two-week go-live support | Your team's time and roadmap | no — self-install, community support only | No incluido |
Preguntas frecuentes sobre Lead Scoring & Auto-Assignment Engine
How long does delivery take, and what's the process?
Typical delivery is one working week 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.
How does support and updates work after go-live?
Every build includes a two-week 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.
Does this work with Odoo Community or only Enterprise?
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.
Can we change the scoring rules and assignment logic ourselves later?
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.
Will it fit our existing CRM pipeline and other Odoo apps?
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.
How is data visibility controlled between reps and managers?
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.
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Lead Scoring & Auto-Assignment Engine
Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM. Built to order by ECOSIRE.
- 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
