The problem this app solves

Early enquiries can enter the opportunity pipeline before the team has captured contact details, a clear need or a planned next step. Sales managers then have to distinguish real qualification from a record that was simply converted too soon.

Work leads through a separate qualification pipeline with explicit requirements and a visible readiness result. Conversion follows the configured gate and review policy, while Odoo continues to handle its native opportunity and customer conversion workflow.

Features that support your daily work

Native Odoo CRM stores leads and opportunities on one model. This module adds an independent lead-only stage pipeline, deterministic requirements and a server-side conversion gate while preserving Odoo's native partner, activity, chatter, UTM and assignment behaviour.

• See readiness. Show a percentage, policy and exact missing items with Blocking, Warning and Recommended severity.
• Control conversion. Block incomplete conversion on every meaningful server path, then delegate partner handling to Odoo's native wizard.
• Prove the outcome. Keep stage timing, review decisions, immutable overrides and qualification-cycle exports with the lead.

A practical example

Illustrative workflow — the available actions depend on your configuration.

A lead has a contact name but is missing the required business need and next activity. The readiness view names those gaps. The salesperson completes them, submits for review where required, and then uses native conversion once the policy is satisfied.

Focused workflow

1. Configure company/team qualification stages and a scoped policy.
2. Work the lead-only Kanban, list, activity or form view while readiness updates.
3. Correct the exact requirements named by a blocked conversion attempt.
4. Submit complete evidence for a separate manager review or convert directly when policy permits.
5. Review the native opportunity result, stage history, override audit and cycle reports.

Configuration and daily work

Managers use CRM → Configuration → Lead Qualification Stages and CRM → Configuration → Qualification Policies. Salespeople use CRM → Leads → Qualification Pipeline and CRM → Leads → Qualification Review Queue.

Policies match company, team, source, campaign, medium, priority and business category. Ordered requirements cover contact, company, email/phone, source, salesperson, team, notes, need, expected value, tags, attachments and planned activities.

Evidence and review

The lead form keeps the effective policy, readiness percentage, missing summary, review state, cycle evidence and action history together. Material evidence changes invalidate an active approval. Manager overrides require a reason, capture a requirement snapshot and cannot be approved by the requester.

Reports and exports

Lead Qualification Analysis provides pivot, graph and list views by owner, team, source, campaign, outcome and cycle time. Qualification Stage History records entered/exited timestamps and duration. The native lead report menu provides a printable Lead Qualification Summary PDF; the Qualification Cycle CSV wizard creates a UTF-8 CSV with filters for dates, team and open outcomes.

See the workflow in Odoo

Explore the screens in sequence, from configuration to daily work and reporting. Each image includes a caption explaining its place in the workflow.

Qualification pipeline showing an incomplete lead and blocked readiness Server-side conversion gate explaining missing qualification evidence Native CRM opportunity after qualification evidence is complete Managers use CRM → Configuration → Lead Qualification Stages and CRM → Configuration → Qualification Policies. Salespeople use CRM → Leads → Qualification Pipeline and CRM → Leads → Qualification Review Queue. The lead form keeps the effective policy, readiness percentage, missing summary, review state, cycle evidence and action history together. Material evidence changes invalidate an active approval. Manager overrides require a reason, capture a requirement snapshot and cannot be approved by the requester. The lead form keeps the effective policy, readiness percentage, missing summary, review state, cycle evidence and action history together. Material evidence changes invalidate an active approval. Manager overrides require a reason, capture a requirement snapshot and cannot be approved by the requester. Lead Qualification Analysis provides pivot, graph and list views by owner, team, source, campaign, outcome and cycle time. Qualification Stage History records entered/exited timestamps and duration. The native lead report menu provides a printable Lead Qualification Summary PDF; the Qualification Cycle CSV wizard creates a UTF-8 CSV with filters for dates, team and open outcomes. Lead Qualification Analysis provides pivot, graph and list views by owner, team, source, campaign, outcome and cycle time. Qualification Stage History records entered/exited timestamps and duration. The native lead report menu provides a printable Lead Qualification Summary PDF; the Qualification Cycle CSV wizard creates a UTF-8 CSV with filters for dates, team and open outcomes.

Compatibility and limits

Version	Odoo 15.0
Dependency	Native crm only
Editions	Community and Enterprise where native CRM is available
Deployment	Odoo.sh and private/on-premise hosting
Odoo Online	Not compatible with Odoo Online; the server-side lifecycle and security hooks require a standard module.

This release excludes automated scoring or enrichment, marketing automation campaigns, external lead providers, quotation management beyond readiness evidence, replacement of native partner/conversion behaviour, and a generic BPM or approval-engine builder.