BPO CRM (uaagi_crm)
A specialized CRM module for BPO (call center) operations. BPO agents capture automotive leads, pursue them through a kanban pipeline, and hand off won leads to the appropriate dealership as a Sales Order.
High-level flow
Distributor (Odoo 12) BPO CRM (Odoo 18) Dealership (Odoo 18)
──────────────────── ───────────────── ────────────────────
Vehicle models ─ sync ─▶ crm.vehicle.model
Dealers ─ sync ─▶ crm.dealership
Web quotations ─ sync ─▶ crm.lead
Test-drive leads ─ sync ─▶ crm.lead
│
│ Lead marked "Won"
▼
res.partner + sale.order
──── push ───▶ (created in dealer DB)
All sync is over JSON-RPC.
Configuration guides
Configure in this order:
- Brands — create brand records and connect them to a distributor.
- Dealerships — create dealerships (or sync them from a distributor) and connect each to its own Odoo 18 instance.
- Vehicle Models — sync the catalog from each distributor so agents can tag leads against real vehicles.
Who can access what
| Group | Configuration access |
|---|---|
| BPO Agent | Read-only on brands, dealerships, vehicle models |
| BPO Supervisor | Read-only + view all leads |
| BPO Manager | Full configuration access (distributor creds, dealer connection, sync buttons) |