Odoo Website CRM

Key points

• • Contact Forms: Create customizable contact forms with drag-and-drop, auto-create leads/opportunities in CRM

• • Visitor Tracking: Track visitor behavior in realtime (pages viewed, time spent, referrer, location)

• • Lead Scoring: Automatically score leads based on behavior (page views, form fills, downloads)

• • Auto-Assignment: Automatically assign leads to sales team by rules (location, industry, score)

• • Email Capture: Email capture popups with exit-intent, scroll trigger, time delay

• • Live Chat Integration: Integrate live chat, auto-create leads from conversations

• • UTM Tracking: Track traffic source (campaign, medium, source) and assign to leads

• • Analytics Dashboard: Reports on conversion rate, lead source, visitor behavior

Steps

• 1. Visitor arrives at website from Google Ads, Facebook, or organic search. System captures UTM parameters (source, medium, campaign) and saves to session.

• 2. Visitor tracking starts: Odoo records IP, location, device, browser, referrer. Tracks pages viewed, time on site, scroll depth.

• 3. Customer fills contact form (Name, Email, Phone, Message) or chats with live chat. Form submission triggers lead creation in CRM.

• 4. Lead auto-created with information: Contact details, UTM source, pages viewed, time spent, referrer. Lead score calculated based on behavior.

• 5. Auto-assignment rules run: If location = "Hanoi" → assign to Sales Team North. If lead score > 80 → assign to Senior Sales.

• 6. Sales receives notification email/SMS about new lead. Opens lead in CRM, views full visitor history, pages viewed, form submission.

• 7. Sales follows up lead via email/phone. Converts lead to opportunity if qualified. Tracks entire sales cycle from website visit to won deal.

Steps

• 1. Go to Website → Site → Pages, select page to add form (e.g., Contact Us). Click Edit.

• 2. Drag "Form" block from sidebar to page. Choose template: Contact Form, Quote Request, Demo Request, or Custom.

• 3. Customize form fields: Add/remove fields (Name, Email, Phone, Company, Message). Set required fields. Choose field type (text, email, phone, dropdown).

• 4. Configure form action: Choose "Create Lead" or "Create Opportunity". Select Sales Team to assign. Enable Email Notification for sales.

• 5. Styling: Choose form style (inline, stacked), button color, border radius. Add CAPTCHA to prevent spam.

• 6. Thank you message: Customize message after submit. Can redirect to thank you page or show popup.

• 7. Publish page. Test form by submitting, check lead created in CRM → Leads. Verify email notification sent to sales.

Key points

• • Visitor Dashboard: Go to Website → Reporting → Visitors. View realtime visitors, pages viewed, time on site, bounce rate.

• • Individual Visitor: Click visitor to view details: Full page history, time spent per page, referrer, location, device.

• • Lead Conversion: See which visitors converted to leads. Track conversion rate by source, campaign, landing page.

• • Heatmaps: View click heatmap, scroll depth to optimize page layout and CTA placement.

• • Funnel Analysis: Track visitor journey from landing page → product page → contact form → lead. Identify drop-off points.

• • UTM Reports: Report leads by UTM source/medium/campaign. Evaluate ROI of marketing campaigns.

Lead Scoring Rules

Steps

• 1. Go to CRM → Configuration → Lead Assignment Rules. Click Create.

• 2. Rule 1 - By Location: If Country = "Vietnam" AND City = "Hanoi" → Assign to Sales Team North. Priority: 1.

• 3. Rule 2 - By Score: If Lead Score > 80 → Assign to Senior Sales Rep. Priority: 2.

• 4. Rule 3 - By Industry: If Industry = "Technology" → Assign to Tech Sales Team. Priority: 3.

• 5. Rule 4 - By Source: If UTM Source = "google-ads" → Assign to Paid Ads Team. Priority: 4.

• 6. Rule 5 - Round Robin: If no rule matches → Assign round-robin to available sales reps. Priority: 99.

• 7. Test rules: Create test lead with different attributes, verify correct assignment. Adjust priorities if needed.

Steps

• 1. Go to Website → Configuration → Email Popups. Click Create.

• 2. Design popup: Add headline (e.g., "Get 10% Off Your First Order"), description, email input field, CTA button.

• 3. Trigger settings: Choose trigger type: Exit Intent (mouse leaves page), Scroll (after 50% scroll), Time Delay (after 30s), or Manual (click button).

• 4. Targeting: Choose pages to show popup (all pages, specific pages, exclude pages). Choose visitor type (new, returning, all).

• 5. Frequency: Choose show once per session, once per day, or always. Enable "Don't show again" checkbox.

• 6. Lead creation: Enable "Create Lead on Submit". Choose Sales Team. Add tag "Newsletter" or "Promo".

• 7. A/B Testing: Create 2 variants with different headlines/CTAs. Track conversion rate, pick winner.

Key points

• • Email Drip Campaigns: Auto-send email sequence for new leads (Welcome → Product Info → Case Study → Demo Offer).

• • Lead Nurturing: Send targeted content based on pages viewed (view pricing → send ROI calculator, view features → send demo video).

• • Retargeting: Create audience from website visitors to run Facebook/Google retargeting ads.

• • SMS Follow-up: Auto-send SMS for high-score leads within 5 minutes of form submission.

• • Chatbot Handoff: Chatbot qualifies lead, if qualified → transfer to live agent, if not → schedule callback.

• • Event Triggers: Trigger automation based on events (abandoned cart, pricing page view, download).

Key points

• • Form Optimization: Reduce fields to 3-5 (Name, Email, Phone). Each field removed increases conversion 10-20%.

• • Clear CTA: Use action-oriented CTA (Get Free Quote, Start Free Trial) instead of generic (Submit, Send).

• • Social Proof: Add testimonials, customer logos, trust badges near form to increase trust.

• • Mobile-First: 60% traffic from mobile, ensure form easy to fill on mobile (large input, auto-fill).

• • Speed: Page load < 3s. Each second delay reduces conversion 7%. Optimize images, enable caching.

• • Exit-Intent: Exit-intent popup with special offer when visitor about to leave. Recover 10-15% abandonment.

• • Live Chat: Add live chat with proactive message "Need help?" after 30s. Increases conversion 20-30%.

Key points

• • Cookie Consent: Display cookie banner, allow opt-out tracking. Save consent in database.

• • Privacy Policy: Clear link to privacy policy in form. Explain how data is used.

• • Data Retention: Auto-delete visitor data after 90 days if not converted. Keep lead data per policy.

• • Right to Access: Customers can request their data. Export visitor history, form submissions.

• • Right to Delete: Customers can request data deletion. Anonymize visitor records, delete lead.

• • Opt-out: Provide unsubscribe link in emails. Respect Do Not Track browser setting.

Key Metrics to Track

Common Issues

Key points

• • What's the difference between Lead and Opportunity? Lead is unqualified contact, Opportunity is qualified deal with revenue potential. Lead → qualify → Opportunity.

• • Can I integrate with Google Analytics? Yes, install website_google_analytics module. Track events, goals, ecommerce in GA.

• • How to prevent form spam? Enable Google reCAPTCHA in form settings. Add honeypot field. Rate limit submissions.

• • Can I A/B test forms? Yes, create 2 page variants with different forms. Track conversion rate, pick winner.

• • Can lead score be customized? Yes, go to CRM → Configuration → Lead Scoring. Add/edit rules per business logic.

• • Can I import leads from file? Yes, go to CRM → Leads → Import. Upload CSV/Excel with field mapping.

• • How to track offline conversions? Add offline_conversion field in lead. Update manually or import from CRM.

• • Can I integrate with Zapier? Yes, use Odoo API or webhook to connect with Zapier. Sync leads to 1000+ apps.