AI Sales Co-Pilot
Turn your Odoo sales data into your next sale.
AI Sales Co-Pilot lives inside Odoo rather than beside it. It reads the sales, CRM, inventory and accounting data you already have and turns it into a ranked daily plan: a 30-second morning briefing, a who-to-call list built from RFM segmentation, the next product each customer is most likely to buy, and the pitch to go with it.
Ten-plus AI workflows ship in the module — lead scoring and a web prospector that turns any company URL into a ready-to-work lead profile, seasonal push planning, one-page meeting briefs and deal coaching, voice notes that become scheduled follow-ups, sentiment alerts on customers going cold, and a daily inventory audit for managers. There is also a chat that answers questions grounded in your real Odoo numbers rather than generic advice.
You bring your own AI key — Google Gemini, OpenAI or Anthropic Claude — and pay that provider directly; the co-pilot never resells AI and never resells your data. It is permission-aware through Odoo record rules, token-frugal by design with slim snapshots and a once-a-day cached briefing, and it degrades gracefully on heavily customized installs because it queries core fields only. Licensing is a one-time, vendor-signed activation code bound to your database that never expires, and activation is fully offline.
Key Features
Daily AI Briefing
A 30-second morning summary of your top three moves: overdue follow-ups, expiring quotes and customers going quiet. Cached once a day so it stays cheap to run.
AI Who-to-Call
A ranked call list built from RFM segmentation — Champion, At-Risk, Hibernating — so reps always work the highest-value contact first.
Smart Upsell Engine
Market-basket analysis finds the next product each customer is most likely to buy, then writes the personalized pitch to go with it.
Lead Scoring & Web Prospector
Score cold CRM leads on real signals rather than stage guesses, and turn any company URL into a ready-to-work lead profile with an outreach draft.
Meeting Prep & Deal Coaching
One-page customer briefs before every meeting, plus ranked next-best actions for any quote or deal that has stalled.
Voice-to-Action & Sentiment Alerts
Dictate a note after a call and it becomes structured, scheduled follow-ups. Recent messages are scanned automatically to surface customers turning unhappy.
Seasonal Push & Inventory Auditor
See what to push this month from each product's seasonality, and let managers run a daily data-quality check on best-selling stock with AI root-cause analysis.
Bring Your Own AI
Connect a Google Gemini, OpenAI or Anthropic Claude key and pay that provider directly. Switch model any time — there is no lock-in and nothing is resold.
Native to Odoo 18
Permission-aware through Odoo record rules, token-frugal by design, and resilient on customized installs because it queries core fields only. Community or Enterprise.
Ready to get started?
Turn your Odoo sales data into your next sale.