Odoo CRM Integration

The Problem

Why does this extension exist?

Operators using Odoo as their CRM have no native way to get OASIS HUB driver data into Odoo contacts, leads or activities. The existing Odoo ERP addon handles invoicing — this addon handles the CRM side: driver profiles, upsell pipelines, session activity logs and segment-based tags. If you use Odoo for both billing and CRM, install both addons independently.

The Solution

What you get

Driver → Contact sync: create or update res.partner records with LTV, session count, churn score and segment as custom fields
Lead/Opportunity creation: auto-create crm.lead records for high-value drivers or subscription upgrade events
Pipeline stage management: move opportunities through Odoo CRM stages based on driver lifecycle events
Charging sessions → Activity: log every CDR as a mail.activity on the partner record with kWh, cost and location
Segment → Tag sync: OASIS HUB segments (High-Value, At-Risk, Dormant) mapped to Odoo partner tags (res.partner.category)
Custom field provisioning: auto-create x_oasishub_* fields on res.partner on first sync
JSON-RPC and XML-RPC support — works with Odoo.com cloud, self-hosted and on-premise deployments

🎯 Who is this for?

EV charging operators, CPOs and eMSPs already using Odoo as their CRM. Also ideal for operators using Odoo for both invoicing and CRM — install both the Odoo ERP and Odoo CRM addons independently.

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🔌 Modular by design

Enable or disable per tenant. Pay only for what you use. All marketplace integrate seamlessly.

Key Capabilities

Everything included

Contact Sync

Driver profiles synced to Odoo res.partner with 7 custom fields: driver ID, LTV, total sessions, total kWh, churn score, segment and last session date. Auto-provisioned on first sync.

Lead & Opportunity Management

Auto-create crm.lead records for high-LTV drivers or subscription upgrade events. Set stage, expected revenue and probability. Move leads through pipeline stages programmatically.

Activity Logging

Every charging session logged as a mail.activity on the partner record — kWh, cost, location and session ID in the Odoo chatter. Full driver history visible in Odoo CRM.

Segment Tag Sync

OASIS HUB behavioural segments mapped to Odoo partner tags (res.partner.category). Tags created automatically. Apply and remove tags as drivers move between segments.

Pipeline Stage Control

Move crm.lead records through Odoo pipeline stages by name — no hardcoded IDs. Works with custom pipeline configurations. Trigger on driver lifecycle events.

JSON-RPC & XML-RPC

Full support for both JSON-RPC (recommended for v17+) and XML-RPC. Works with Odoo.com cloud, self-hosted and on-premise. Same credentials as the Odoo ERP addon.

Use Cases

See it in action

How operators around the world can use this extension to solve real problems and grow their business.

High-LTV driver triggers Odoo opportunity automatically

A driver reaches €500 lifetime spend. OASIS HUB detects the threshold, syncs the driver to Odoo as a res.partner with LTV field, and creates a crm.lead opportunity in the "Qualified" stage — ready for the sales team to action a subscription upgrade offer.

At-Risk segment drives re-engagement campaign

OASIS HUB identifies 200 At-Risk drivers. The Odoo CRM integration tags all 200 as "OASIS HUB — At-Risk" in Odoo. The sales team filters by tag and launches a targeted re-engagement campaign directly from Odoo CRM.

Odoo for both invoicing and CRM — two addons, one connection

An operator uses Odoo for invoicing (Odoo ERP addon) and CRM (this addon). Both addons share the same Odoo credentials and work independently — invoices go to account.move, driver contacts and leads go to res.partner and crm.lead. No conflicts, no duplication.

Simulated Case Study

eMSP increases upsell conversion by 34% using Odoo CRM integration

An eMSP with 5,000 drivers was managing upsell opportunities manually in Odoo — copying driver data from OASIS HUB by hand. After enabling the Odoo CRM integration, high-LTV drivers automatically create crm.lead records in Odoo with full session history. Sales team conversion rate on subscription upgrades improved from 8% to 34% in 60 days.

+34%

Upsell conversion rate

Manual data entries

60 days

Time to results

5,000

Drivers synced