Overview
Knowing which customers are truly loyal and which ones are quietly slipping away shouldn't require manual spreadsheet work or guesswork. The Customer Intelligence Scoring System (CISS) for Odoo solves this by automatically analyzing each customer's recent order activity and complaint history to generate a real-time loyalty score, right inside their customer profile. Instead of sales and CRM teams digging through scattered records to figure out who deserves priority attention, CISS does the heavy lifting daily, surfacing loyal, engaged, and at-risk customers at a glance. With a visual score, a clear loyalty label, and on-demand PDF scorecards, businesses get a faster, data-backed way to focus their relationship-building efforts where it matters most.
Why You Need a Customer Intelligence Scoring System
Most businesses already have the data to know which customers are at risk of leaving it's just buried across sales orders, complaint tickets, and gut feeling. Without a structured scoring system, sales and support teams often rely on memory or anecdotal impressions to decide who needs attention, which means at-risk customers can go unnoticed until they've already churned. CISS turns scattered transactional and complaint data into a single, easy-to-read score and label, so teams can act on facts instead of assumptions, and prioritize retention efforts before a customer is lost for good.
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.
