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产品详细信息以英文显示。翻译即将推出。
Lead Scoring & Auto-Assignment Engine — Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment a — 1/1示意预览

Rule + behavior lead scoring with round-robin, weighted & territory auto-assignment and SLA timers for Odoo CRM.

Built to order by ECOSIRE.

什么是 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.

核心功能

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
Weighted assignment so senior or higher-capacity reps receive a larger share of leads
Territory-based routing matching country/region/state/postal-code rules to the owning salesperson
Rep-availability awareness: honors active/inactive users, daily lead caps and out-of-office so leads don't route to absent reps
SLA timers on hot leads with configurable first-contact windows per grade or team
Automated escalation on SLA breach: reassign, notify manager, and raise the priority flag
Priority flags and visual grade badges on the lead form and kanban for instant triage
Full chatter/audit logging of every score change, assignment and escalation for manager transparency
Manager scorecard views, filters and grouping by grade, score band, territory and rep
Scores and grades exposed over XML-RPC/JSON-RPC for external dashboards and BI tools
Role-scoped access via ir.model.access.csv and record rules so reps see only their own territory or assigned leads
QWeb lead scorecard report for printable/exportable qualification summaries

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Odoo 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

Odoo 兼容性
Odoo 17, Odoo 18, Odoo 19
版本
企业版和社区版
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
PostgreSQL 12+

关于此产品

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.

你得到什么

  • 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

这是给谁的

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.

Lead Scoring & Auto-Assignment Engine 如何比较

标准伊科西尔定制建造竞争对手Odoo 原生
Fit + behavior lead scoringConfigurable rules for both attribute fit and engagement behavior, computed live via @api.dependsPossible but you design and maintain the whole scoring model yourselfOften fit-only or a fixed formula with limited behavior signals不包括在内
Time-decay on stale scoresScheduled ir.cron ages down inactive leads automaticallyMust build and schedule the decay logic yourselfRarely included不包括在内
Auto-assignment strategiesRound-robin, weighted and territory routing selectable per teamEach strategy hand-coded and tested by your developer部分支持部分支持
SLA timers + escalation on hot leadsConfigurable first-contact windows with auto reassign/notify/priority-bumpBuild the timers, crons and escalation actions from scratch不包括在内不包括在内
Territory & rep-availability awarenessCountry/region/postal rules plus daily caps and out-of-office handlingFully DIY logic and edge-case handling部分支持部分支持
Tailored to your funnel & security modelBuilt to your criteria, territories and record-rule visibilityyes — but at full custom-build cost and timelineno — generic, bend your process to fit it不包括在内
Editable from Odoo UI without codeRules, strategies and SLAs configurable by sales-ops adminsDepends entirely on what your developer exposes部分支持不包括在内
Source code ownership & extensibilityFull readable source handed over, standard Odoo patterns包含no — closed/obfuscated, vendor-locked不包括在内
Delivery, install & support includedone working week build, staged install, training + two-week go-live supportYour team's time and roadmapno — self-install, community support only不包括在内

关于Lead Scoring & Auto-Assignment Engine的常见问题

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.

申请报价

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

申请报价

告诉我们您对 Lead Scoring & Auto-Assignment Engine 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。