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OE CRM: Lead Scorer

by
Odoo

$ 37.57

v 16.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 2852
Technical Name oe_crm_lead_scorer
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 2852
Technical Name oe_crm_lead_scorer
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: lead scoring, CRM AI, pipeline prioritization, conversion probability, odoo crm automation, sales coaching, ai job base, oe_crm_lead_scorer
Odoo Engineering

OE CRM: Lead Scorer

Predict, prioritize, and coach every deal with AI-powered scoring, conversion forecasts, and guided follow-up built for Odoo CRM.

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Key Features & Capabilities

Everything you need for professional operations

Instant AI Scoring Button

Trigger a compliant LLM call directly from the lead form with schema-validated responses and automatic field updates.

Background AI Job Queue

Queue asynchronous scoring via oe_ai_job_base with structured payloads for nightly or campaign-based refreshes.

Conversion Probability Guardrails

Sync probability safely based on roles and pipeline stage so sales managers stay in control of forecasting.

AI Insights Tab

View score history, engagement level, best contact time, and JSON analysis snapshots for auditing.

Auto-Assignment Engine

Distribute hot leads to the least-loaded salesperson and keep workloads balanced across teams.

List View Enhancements

Color-coded rows and interactive chips expose AI insights without leaving the list, driving faster coaching moments.

Sales Pipeline Forecast API

New ``ai_predict_sales_pipeline`` method extends ai.job for cross-module forecasting dashboards.

Configurable Cron Cadence

Tune refresh frequency and batch sizes via system parameters so ops leaders control AI spend.

What's Included

Core Features

  • AI scoring, conversion probability, engagement level fields
  • Lead form actions to score instantly or queue jobs
  • Tree view columns and UI enhancements for quick triage

Additional Components

  • Configurable cron for AI refresh cadence
  • Auto-assignment helper with workload analysis
  • ai.job extension ``ai_predict_sales_pipeline`` for analytics

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_crm_lead_scorer" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Grant CRM permissions to sales managers using AI
  3. Initial configuration: Set cron parameters under Settings -> Technical -> Parameters (search for oe_crm_lead_scorer)

Basic Usage

  1. Creating records: Continue adding leads normally-fields for AI score appear automatically.
  2. Managing data: Use the tree view AI columns to filter, group, and sort by score or engagement.
  3. Using key features: Click Score Lead for instant updates or AI Analysis to queue background jobs.
  4. Generating reports: Feed ``ai_predict_sales_pipeline`` into dashboards for win-rate forecasting.

Tips & Best Practices

  • Train sales reps to reference score factors during call preparation.
  • Use engagement level filters in list view to build daily call blocks.
  • Combine AI insights with campaigns to fine-tune marketing spend.
  • Integrate with ``oe_crm_suite`` dashboards for holistic reporting.

Important Notes

Ensure ``oe_ai_job_base`` is installed and configured with the appropriate AI provider credentials. The module respects Odoo access rights-users without CRM permissions will not see scoring actions.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Global-ready: ships with translations for 20+ languages.

Q: Do we need an AI provider configured to use it?

A: Global-ready: ships with translations for 20+ languages.

Q: Can we customize the scoring prompts?

A: Global-ready: ships with translations for 20+ languages.

Launch Demo Instance

Explore OE CRM: Lead Scorer in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE CRM: Lead Scorer today and experience the difference quality makes.

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© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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