AI automation for CRM in Odoo

Every lead that is not logged or followed up on time is lost. We build automations in Odoo CRM that capture leads from email and website chat, assign them to the right salesperson and remind them of the next step.

Talk to us about CRM

Five suggested automations

  1. Know which deals will close.

    Predictive scoring shows a win probability on every lead.

  2. Every website chat becomes a lead.

    A live-chat AI agent answers visitors and creates the lead with what it learned.

  3. Leads sorted and assigned before you open them.

    An email creates the lead; assignment rules route it to the right person.

  4. A one-line summary of every long thread.

    AI summarises the history on a lead before your call.

  5. The follow-up nobody forgets.

    When a stage changes, the next call and email are scheduled.

This is just the startThere is far more to automate in CRM than you see here. Tell us what takes up your team's time.

Common questions

  • Incoming email, website chat and website forms, and WhatsApp can be connected too. Odoo creates the lead with what it knows and assigns it to the right salesperson.

  • Predictive scoring learns from the deals you won and lost before and shows a probability on each lead. It gets more accurate as your history grows.

  • The chat agent answers visitors within the limits you set and hands the chat to your team when needed. Every conversation is saved in Odoo.

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