AI Lead Scoring & Next-Best-Action

Temel Özellikler

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

Profile enrichment that aggregates emails, calls, meetings, chatter and stage history into a normalized engagement profile

Score-driven kanban and list decorations (color bands, priority stars) so reps triage the pipeline at a glance

Scheduled activities (mail.activity) auto-created for the recommended next action with due dates and reminders

Pipeline Health dashboard with native graph/pivot/cohort analytics plus optional OWL widgets for score distribution

Configurable scoring weights and thresholds via a settings model — tune signals without redeploying code

Model retraining job (ir.cron) that periodically refreshes the scorer from newly closed leads to prevent drift

XML-RPC / JSON-RPC integration so the scorer can run inside Odoo or call an external inference endpoint you control

Row-level security via ir.model.access.csv plus record rules — reps see their own leads, managers see team-wide analytics

QWeb PDF reports for weekly forecast, conversion, and score-accuracy review

Audit trail of score changes and NBA recommendations logged to the lead chatter (mail.thread) for full transparency

Community and Enterprise compatible, packaged as an upgrade-safe addon targeting Odoo 17, 18 and 19

Siparişe özel, sizin için baştan sona

Kendiniz kurmanıza gerek yok — ECOSIRE tarafından geliştirilen, kurulan ve desteklenen çalışır bir uygulama.

Sipariş verirsiniz

Tek seferlik geliştirme fiyatıyla başlayın. Kapsamı başlangıçta sizinle birlikte belirleriz.

Geliştirir ve kurarız

ECOSIRE, Odoo ortamınızda geliştirir, yapılandırır ve kurar.

Yayına alma + destek

Yaklaşık 2–4 haftada yayına alırsınız; lansman sonrası bir destek süresi de dahildir.

Bu Ürün Hakkında

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 2–4 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.

Ne elde edeceksin

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

Bu kimin için

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.

AI Lead Scoring & Next-Best-Action Nasıl Karşılaştırılır

Kriter	ECOSIRE	Özel Yapı	Rakip	Odoo Yerleşik
Time to production	2–4 weeks, 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

AI Lead Scoring & Next-Best-Action hakkında Sıkça Sorulan Sorular

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 2–4 weeks 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.