CRM Gamification

Odoo’s CRM Gamification feature helps businesses motivate and evaluate their sales teams through structured goals, challenges, and rewards.

With gamification, you can encourage productivity, track performance, and reward achievements automatically making your CRM more engaging and results driven.

What is CRM Gamification?

Gamification introduces competitive and reward-based elements into your CRM workflow.

You can:

• Set measurable goals

• Create challenges for teams or individuals

• Reward achievements with badges

• Track performance automatically

This helps boost team motivation and improve overall sales performance.

Configuration

Install the CRM Gamification Module

1. Go to the Apps application

2. Remove the default Apps filter from the search bar

3. Search for CRM Gamification

4. Click Install

Note

If both CRM and Sales apps are installed, the gamification module may already be enabled by default.

Enable Gamification Tools

To access gamification settings:

1. Enable Developer Mode (Debug Mode)

2. Navigate to:
   Settings → Gamification Tools

Create Badges

Badges are rewards given to users after completing goals or challenges.

Access Badges

Go to:
Settings → Gamification Tools → Badges

Create a New Badge

1. Click New

2. Enter:

   • Badge name

   • Description

Badge Permissions (Allowance to Grant)

You can control who is allowed to grant badges:

• Everyone – Any user can grant the badge

• Selected Users – Only specific users can grant it

• Users with Specific Badges – Only users who already earned certain badges can grant

• Only via Challenges – Badge is awarded automatically (no manual granting)

Limit Badge Distribution

To control usage:

• Enable Monthly Limited Spending

• Set a maximum number of times a badge can be granted per user

Manually Grant a Badge

1. Open a badge

2. Click Grant

3. Select the user

4. Add a message (optional)

5. Click Grant Badge

Create a Challenge

Challenges are structured competitions based on goals.

Create a New Challenge

1. Go to:
   Settings → Gamification Tools → Challenges

2. Click New

3. Enter a Challenge Name

Assign Challenge to Users

Define rules to assign participants:

1. Select a field (e.g., Groups, Salesperson)

2. Choose a condition (e.g., is in)

3. Set the value

Example:
To include all sales users:

• Field: Groups

• Operator: is in

• Value: Sales/User: Own Documents Only

Set Challenge Period

Choose how often the challenge runs using the Periodicity field (daily, weekly, monthly, etc.).

Add Goals to a Challenge

Goals define what users need to achieve.

1. Go to the Goals tab

2. Click Add a line

3. Select a Goal Definition

4. Set a Target value

Predefined CRM Goals

Odoo provides ready-to-use goals such as:

• New Leads

• Time to Qualify Leads

• Days to Close Deals

• New Opportunities

• New Sales Orders

You can add multiple goals within a single challenge.

Add Rewards

Rewards are given when a challenge is completed.

1. Go to the Reward tab

2. Select badges for:

   • 1st User (Top Performer)

   • All Other Successful Users

When Are Rewards Given?

Badges are awarded when:

• The challenge period ends

• The challenge reaches its end date

• The challenge is manually closed

Start the Challenge

Once everything is configured:

• Click Start Challenge

The system will begin tracking progress and automatically assign rewards.

Conclusion

CRM Gamification in Odoo helps you:

• Increase team motivation

• Improve sales performance

• Track measurable outcomes

• Create a competitive and engaging environment

By combining goals, challenges, and rewards, you can turn your CRM into a powerful performance management system.