In Short
Customer Scoring and Evaluation is an Odoo 19 Sales app. The app to evaluate, score, and rank Odoo customers.
Gut-feel ratings of customers rarely stay consistent across a team. Customer Scoring and Evaluation turns your evaluation criteria into weighted questionnaires, so every client gets a clear, comparable score and a high / normal / low rank you can filter and act on.
Build any number of scoring points - checkboxes, selections, stars, numbers, filters, field completeness, or Python rules - each with its own weight, bonuses, and penalties. Fill surveys right on the customer form, show progress bars on kanban, list, and form views, and decide which customers enter the ranking.
Why teams choose it
Key benefits of the app
Weighted customer surveys
Add any number of evaluation points with weights, bonuses, and penalties. Fill or update surveys right from the customer form.
Seven question types
Checkbox, selection, stars, number - plus automatic filters, field completeness, and Python rules for data-driven scoring.
Progress bars everywhere
Show or hide score bars on kanban, list, and form views so account quality is obvious without opening every record.
Filter by rank
Search low, normal, and high-ranked customers with standard Odoo filters using your own percentage thresholds.
Opt customers in
Include or exclude specific customers from scoring so only the accounts you care about enter the ranking.
Your own thresholds
Map score percentages to high (green), normal (yellow), and low (red) ranks so the labels match how your sales team thinks about account quality.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo database. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Configurable scoring points
Seven question types with weights, bonuses, and penalties
Each scoring point has a weight. Manual types collect answers on the customer form; automatic types assign scores from customer data or custom logic. The final score is the weighted sum, shown as a percentage and mapped to your high / normal / low levels.
Manual answers
- Checkbox - True / False with success and empty scores (e.g. +10 / -5) x weight
- Selection - dropdown options, each with its own score (e.g. Great +10, Low -5)
- Stars - 0 - 10 rating with a score per star count
- Number - open float capped by a maximum used in the calculation
Automatic rules
- Filters - score when the customer matches a domain (e.g. has a tag)
- Field entered - reward or penalize missing data (e.g. no phone -> -10)
- Python code - compute any float/integer from customer data and the Odoo environment
- Combine types freely so surveys stay human where needed and automatic elsewhere
Python scoring details
- Use partner_id for the current customer; env for any model (e.g. invoices, orders)
- date, datetime, and timedelta are available in the evaluation context
- Store the calculated total in the special result variable (integer or float)
- Set a maximum possible result so oversized values are capped before weighting
How the final score is built
- Sum the weighted scores of every point for the customer
- Divide by the sum of each point's maximum possible value -> percentage
- Map the percentage to your high (green), normal (yellow), and low (red) thresholds
- Example: 19 / 55 = 34.55% -> normal if high starts at 75% and normal at 30%
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo database. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Frequently Asked Questions about Customer Scoring and Evaluation Odoo v.19
What are the update policies of your tools?
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
How can I install your app on Odoo.sh?
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
How should I install your app on my own server?
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
I deployed your app on Odoo.sh and see warning/error in tests
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behaviour that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
May I buy your app from your company directly?
No, we only distribute the tools through the official Odoo apps store.
I would like to get a discount
Regretfully, we do not have the technical means to provide individual prices.
May I install the app on my Odoo Online (SaaS) database?
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Your tool has dependencies on other app(s). Should I purchase those?
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
What is the price for the module in US Dollars? Why did it change?
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
App and website wording in languages other than English is AI-assisted and aligned with official Odoo translations. If you spot a mistake, send a translations-correctness ticket and we will fix it.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behaviour, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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