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 one working week from confirmed scope. Pricing starts from $999 (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.