- Our Work
- Manufacturing
A lead and pipeline module for Odoo 19 CRM
Custom Odoo modules that give leads their own workflow, flag the ones going stale and report on pipeline velocity.
The problem
Standard Odoo CRM is built around opportunities. There was no workflow before an opportunity existed, no funnel or velocity reporting, and no way to catch neglected leads. Marketing also needed nurture leads kept out of sales’ way until they were ready.
The approach
I built on Odoo 19 Enterprise on Odoo.sh under one rule: inherit from the standard models and never fork them, so the client can keep upgrading. Each module carries its own test suite.
What I built
- A lead status track with funnel buckets, and a journey log recording how long each record spent in every stage and status
- A stale-lead scan tied into Odoo’s own rotting flag, which notifies the owner and their manager and repeats until someone acts
- Pipeline health, lead-to-win, conversion funnel, velocity and rep scorecard reports, plus an executive dashboard
- A marketing lifecycle module: Lead, Nurture, MQL and Sales Accepted, with nurture leads excluded from assignment, scoring and stale flags
- A website form endpoint that turns WordPress submissions into CRM leads, with a shared-secret check that fails closed
- A Closed-Won gate: no opportunity is won without a quotation and positive revenue
Outcome
- Neglected leads are caught automatically and escalated until someone acts.
- Leadership sees funnel, velocity and rep performance for the first time.
Next step
Tell me what is stuck.
A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.