Odoo
Implementation
Customer Intelligence Scoring System(CISS) | Customer Scoreboard | Customer Loyalty Score
by Creyox Technologies https://www.creyox.com
Odoo
$ 38.92
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 351 |
| Technical Name |
cr_customer_score |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 351 |
| Technical Name |
cr_customer_score |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Customer Intelligence Scoring System
Overview
The Customer Intelligence Scoring System (CISS) is a smart Odoo extension designed to help businesses evaluate customer engagement and loyalty. By analyzing recent sales orders and complaint data, it assigns a real-time score and loyalty label to each customer. These insights are displayed in a dedicated “Customer Score” tab, making it easy for sales and CRM teams to prioritize key clients. The scoring runs automatically on a daily schedule, ensuring up-to-date insights, and also supports generating customer scorecard reports when needed.
Hot Features
Customer Score Automation
Daily Score Update
Loyalty Label Assignment
PDF Scorecard Report
Complaint-Based Scoring
Complaint-Linked Orders
Features
Automatically calculates customer scores based on sales and complaints.
Assigns easy-to-understand loyalty levels like Loyal, Engaged, or At Risk.
Updates customer scores daily using a scheduled cron job and also allows manual updates when needed.
Displays customer score with a progress bar in the customer form.
Tracks complaints linked to each sale order.
Provides clear views for order count, value, and complaints in last 30 days.
Helps identify loyal, regular, and risky customers easily.
Generates formatted PDF scorecard reports on demand.
Customer Intelligence Scoring System
- A new "Customer Score" tab added to the Partner form view. Shows score, loyalty label, order count, value, complaints, and last update date — with a progress bar.
- The "Calculate Score Now" button inside the Customer Score tab on the Partner form view. This button lets users manually trigger score recalculation for the selected customer, based on their recent order activity and complaints. Ideal for testing or updating scores on-demand, without waiting for the daily cron job.
- A new "Customer Complaints" tab added to the Sale Orders form view. It lists complaint records linked to the sale order with subject, description, date, and priority.
- Complaints tab in the customer form, listing all related issues with subject, description, date, and priority.
- Generates PDF scorecards for selected customers via the "Print Customer Scorecard" action. Clicking on this action will open a wizard.
- The user can generate the customer score report for any specific period by selecting the date range in the below popup.
- A scorecard PDF report is generated for the customer, which includes scores, labels, activity summary, and complaint impact. This report is sorted by score.
- The scheduled action that automatically runs daily to recalculate customer scores in the background.
Our Services
- This app auto-calculates customer scores daily based on 30-day sales and complaint data.
- Yes, loyalty levels like "Loyal / VIP" help identify your most valuable customers.
- Absolutely. Complaint count reduces the score using a weighted penalty formula.
- Yes, you can generate clean, downloadable PDF scorecards from the customer form.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software 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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module