| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Lines of code | 2863 |
| Technical Name |
smart_customer_rating_ai |
| License | OPL-1 |
| Website | https://logiclayerhq.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Calendar (calendar) |
| Lines of code | 2863 |
| Technical Name |
smart_customer_rating_ai |
| License | OPL-1 |
| Website | https://logiclayerhq.com |
Odoo Customer Rating & Risk Scoring AI
Odoo 19 ReadyTurn CRM and accounting data into automated customer scoring, risk alerts, and segmentation. AI and configurable rules analyze payment behavior, revenue patterns, and engagement to produce actionable customer intelligence for sales, finance, and management teams.
Customer Rating & Risk Scoring Odoo App
AI Customer Intelligence for Odoo
Customer Risk Scoring & Segmentation Odoo App
VIP Customer Alerts & Watchlist for Odoo CRM
Payment Behavior & Credit Risk Monitoring Odoo App
Odoo Customer Rating & Risk Scoring AI evaluates every customer using real ERP data — invoices, sales orders, payment delays, refunds, and credit utilization — and turns it into a clear rating, segment, and risk signal. Rule-based scoring is enhanced by optional AI providers (OpenAI, Gemini, local Ollama, or a custom endpoint) to add explainable persona tagging and advisory star suggestions, while management gets automatic VIP and risky customer alerts.
Key Features
Everything you need to score, segment, and alert on customer behavior inside Odoo.
Automatic Customer Rating
Generates a 0–5 star rating per customer based on configurable rules, with stored history and tracking.
Configurable Rating Rules
Define rules across value, financial, behavioral, and AI categories with thresholds, weights, and points.
Customer Risk Scoring
Surface payment delays, overdue invoices, dispute counts, and credit utilization as risk signals.
Customer Segmentation Buckets
Auto-classifies customers into Watchlist, Rising Star, and Champion segments for clear actioning.
VIP & Risky Customer Alerts
Email and in-app notifications when VIP customers move or any customer enters the watchlist.
AI Persona & Advisory Score
Optional AI providers add persona tags, reasons, and an advisory star score for explainable insights.
Bring Your Own AI
Choose between OpenAI, Google Gemini, local Ollama, or a custom HTTP endpoint — or disable AI.
Daily Auto Recompute
Scheduled job recomputes ratings and metrics to keep insights fresh without any manual work.
How It Works
Detailed walkthrough of customer rating, risk scoring, and intelligent alerts.
1. Score Every Customer Automatically
The Customer Scoring Engine evaluates each partner using deterministic ERP metrics and configurable rules. Each rule contributes weighted points that produce a final 0–5 star rating and a clear segment label.
- Total revenue, average order value, order frequency
- Average payment delay, late payment ratio, overdue invoices
- Outstanding amount and credit utilization ratio
- Refund ratio, dispute count, repeat purchase ratio
2. Customer Risk Scoring & Segmentation
Customers are automatically segmented into Watchlist, Rising Star, and Champion buckets so sales, finance, and management see the same picture — instantly.
- Watchlist — high risk: payment delays, financial health red flags
- Rising Star — healthy customers showing positive momentum
- Champion — top-tier loyalty, low risk, strong revenue
3. Configurable Rating Rules
Build your own scoring policy. Each rule has a category, metric, condition (greater than, less than, between), threshold, points, and weight. Activate, deactivate, or reorder rules anytime — ratings recompute automatically.
4. VIP & Risky Customer Alerts
Get notified the moment a VIP customer’s rating moves or any customer enters the watchlist. Alerts ship to email and Odoo in-app inbox so chairman, sales, and finance teams react in time.
- VIP customer rating change alerts
- Risky customer (watchlist entry) alerts
- Score threshold crossings (low / high)
- Bucket change notifications
- AI persona change notifications
5. Optional AI Enrichment
Layer AI on top of deterministic rules to produce persona tags, written reasons, and an advisory star score that can either be shown alongside or blended into the final rating.
- OpenAI — bring your API key
- Google Gemini — bring your API key
- Local Ollama — runs entirely on your server
- Custom Endpoint — integrate any HTTP AI service
Local Ollama quick start:
docker run -d --name ollama -p 11434:11434 -v ollama:/root/.ollama ollama/ollama docker exec -it ollama ollama pull llama3
6. Explainable Insights & History
Every rating includes per-rule insights showing measured value, points awarded, and threshold result. A complete change-history timeline tracks every score update with summary, before/after values, and the user or scheduler that triggered it.
Release Note
customer.alert
notification pipeline, email template, ACLs, and refreshed views.
FAQs
Does this work with Odoo Community and Enterprise?
Yes. The module runs on Community, Enterprise, Odoo.sh, and On-Premise Odoo 19.
Can I use it without any external AI provider?
Yes. The rating engine works fully on deterministic rules. AI is optional and can be disabled in Settings → Customer Rating.
Which AI providers are supported?
OpenAI, Google Gemini, local Ollama, or any custom HTTP endpoint. Switch providers anytime in Settings.
How are VIP and risky customers detected?
Customers marked as VIP send alerts on any rating change. Customers entering the Watchlist segment automatically trigger risky customer alerts to configured recipients.
Do I get free support after purchase?
Yes. 60 days of free support is included for bug fixes and configuration questions.
Do I have to buy the module for each Odoo version?
Yes, each Odoo major version is sold separately, in line with Odoo Apps Store policy.
Will my custom rules survive upgrades?
Yes. Rules are user data; upgrades update the engine without overwriting your custom rule configuration.
Support
60 Days Free Support is provided with the module for any bug or issue (excluding data recovery).
Need configuration help, customization, or deployment assistance? Reach out anytime.
Email: hamid.badsha@gmail.com
Phone / WhatsApp: +880 1745 640055
Website: logiclayerhq.com
Technical Details
Module: Odoo Customer Rating & Risk Scoring AI
Technical Name: smart_customer_rating_ai
Version: 19.0.1.2.0
Dependencies: base, contacts, crm, sale, account, mail
License: OPL-1 — Odoo Proprietary License (commercial / paid)
Author: LogicLayer
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.
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