AI Agent Sales, Convert more, follow up at the right time, manage your pipeline (Sarah)
4 specialized analyses review your Odoo data, automatically or on request, and recommend concrete actions.
Without UpBoard, you lose time and money
Forgotten quotes
A quote sent and then forgotten does not follow itself up. Without tracking, that revenue sits idle in your CRM.
Opaque pipeline
Impossible to know which deals will close this month. Forecasts rely on sales reps' gut feeling.
No visibility on future revenue
Without reliable forecasting, you're flying blind. Bad surprises hit at quarter-end.
Clients leaving silently
A client reducing orders is a weak signal. Without analysis, you only notice when it's too late.
AI Agent Sales, everything changes
Pipeline Agent
Pipeline view, prioritizing the opportunities to follow up
Forecast Agent
Revenue forecasting on request, trends, targets
Follow-up Agent
Dormant quote detection, follow-ups prepared for approval
Client Agent
Portfolio analysis, RFM segmentation, drop-off signals
Insight example in action
Sarah, Sales Agent
Sample insight
5 dormant quotes for over 14 days represent €67,500 in potential revenue. I recommend following up with TechPro Solutions first (€12,500, last contact 21 days ago). Shall I prepare the follow-up email?
Typical scenarios
Dormant quote follow-up
Before
47 quotes pending for over 14 days, no follow-up planned.
After
The agent identifies the 5 priority quotes and prepares personalized follow-up emails.
Revenue forecast
Before
Sales director announces €150k closing this month. Actual result: €95k.
After
You ask for the forecast: the agent blends revenue already booked with a pipeline weighted by your Odoo history, and lists the opportunities that are stalling or have had no contact for three weeks.
Customer portfolio health
Before
Client TechPro Solutions went from 4 orders/month to 1 without anyone noticing.
After
You ask for the health of your customer base: the agent segments it with RFM scoring and surfaces drop-off signals, falling order frequency, falling average basket, widening gap between two orders.
FAQ, Agent Sales
Can the agent actually send follow-up emails?▾
The agent prepares the follow-up content but waits for your approval before any send. You keep full control (human-in-the-loop).
How does the agent access my Odoo pipeline?▾
Via a secure read-only API connection. The agent reads your quotes, sales orders and CRM opportunities without being able to modify them.
Are the forecasts reliable?▾
The agent uses your sales history to calibrate its predictions. The more data you have, the more accurate the forecasts.
See also
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