AI Agent Sales — Convert more, follow up at the right time, manage your pipeline
4 specialized sub-agents analyze your Odoo data 24/7 and recommend concrete actions.
Without UpBoard, you lose time and money
Forgotten quotes
On average, 40% of sent quotes receive no follow-up. Tens of thousands of euros sitting 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, opportunity prioritization, closing forecast
Forecast Agent
Revenue forecasting, trends, targets
Follow-up Agent
Dormant quote detection, automatic follow-ups
Client Agent
Portfolio analysis, segmentation, retention
Insight example in action
Follow-up Agent
Real-time 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?
Concrete use cases
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.
Closing forecast
Before
Sales director announces €150k closing this month. Actual result: €95k.
After
The agent analyzes history and predicts €102k with 85% confidence. Actual result: €98k.
Client churn detection
Before
Client TechPro Solutions went from 4 orders/month to 1 without anyone noticing.
After
Alert on the 2nd consecutive drop. Sales rep calls and saves the account.
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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