Odoo AI CRM: Opportunity and prospect tracking

AI to enhance your Odoo CRM

A CRM contains a wealth of information that supports sales activities: contact details, interaction history, ongoing opportunities, scheduled activities and stages of the sales cycle. As the number of prospects and customers grows, it becomes increasingly difficult to manage this information consistently.

Adding AI capabilities to Odoo CRM helps sales teams find relevant information, organise their follow-ups and prepare their next steps using data already available in the ERP.

How can AI be used in Odoo CRM ?

The features can be tailored to your sales organisation, sales cycle and the data available in Odoo.

Prioritise prospects and opportunities

Odoo already automatically calculates a probability of winning each opportunity based on your pipeline history. Pepps can enhance this scoring by incorporating criteria specific to your business, defined in collaboration with your teams, to highlight the opportunities that should be prioritised.

This gives sales teams a clearer view of which opportunities to focus their efforts on.

Prepare sales follow-ups

Odoo centralises the history of activities and interactions associated with each opportunity. This information can be used to identify opportunities with no recent activity, highlight upcoming actions or prepare the relevant details before following up.

Quickly access customer context

Before a call or meeting, relevant information can be brought together from the CRM, including previous interactions, ongoing opportunities, completed activities and next steps.

Sales representatives can quickly access the context of each opportunity without having to manually review its entire history.

Simplify CRM updates

The quality of a CRM also depends on how consistently it is kept up to date. Information from sales interactions, such as emails, call notes and meeting notes, can be summarised to make it easier to update customer records and opportunities.

Query sales data more easily

Users can search for information in the CRM by asking questions directly, such as which opportunities need following up, upcoming activities, the status of an opportunity or a customer’s history.

This gives teams more direct access to data without having to search through multiple views in Odoo.

Odoo AI : Other areas of application

Odoo AI Logistics

Make better use of the inventory, order and procurement data available in Odoo to monitor your logistics flows more effectively and anticipate situations that require your teams’ attention.

Odoo AI Manufacturing

Enhance production management in Odoo with features that help you make better use of data from your manufacturing operations.

Odoo AI Quality

Use data from your quality checks to make it easier to track anomalies, non-conformities and related corrective actions.

Our other areas of expertise in augmented ERP

ERP IA

For ERP environments other than Odoo and SAP, Pepps integrates AI solutions with your system, whether it is an off-the-shelf ERP package or a custom-built solution, as well as with the other applications used by your teams.

SAP IA

Pepps enhances your SAP environment with features tailored to your processes and data, while taking your existing systems into account.

The Pepps team for your Odoo CRM

Your AI features are designed by functional and technical teams who work from understanding your sales processes through to deployment. Every team member works with the support of a senior expert, and the delivered code is tested, readable and documented.

Meet our team