Sales agent
Turn your dormant pipeline into activatable revenue.
At a glance#
The Sales agent connects to your Odoo and continuously analyses three key signals: pending quotes, lead qualification, and disengagement risk among existing customers.
Every week it delivers a prioritised action plan — amounts in euros, emails already drafted, and follow-ups ready to send after your validation.
What the agent detects#
The Sales agent continuously watches for:
- Dormant quotes: proposals sent more than 14 days ago with no response or follow-up
- Ignored hot leads: CRM opportunities with strong potential not contacted for 7 days
- At-risk customers: order frequency down versus historical rhythm
- Rebound opportunities: customers who bought product A but never the complementary B
- Under-valued quotes: proposals below the category average basket
Typical impact#
67,500 €
on average across five dormant quotes older than 14 days
Orders of magnitude vary by size and sector. On demos:
- Services SMBs (10–30 people): €30,000–€80,000 recoverable pipeline
- Distribution SMBs (30–80 people): €80,000–€250,000
- Mid-market industrials (80–200 people): often above €400,000
These are not theoretical savings. They are real quotes with identified prospects and established contacts sleeping in your CRM.
Demo in four steps#
- 1
Connect to your Odoo
Secure authentication via dedicated API key. No data is copied or stored outside your isolated tenant.
2 min
- 2
Initial pipeline scan
The agent analyses quotes, opportunities, and 12 months of customer history to learn your normal activity patterns.
30 sec
- 3
AI prioritisation
Each opportunity is scored on six criteria: amount, age, customer history, sector, seasonality, behaviour signals.
15 sec
- 4
Emails ready to validate
You get the prioritised list with follow-up emails drafted per quote context. You validate, it sends.
your call
Required Odoo data#
Modules requis
- Ventessale
Modules optionnels
- CRMcrm
- Ventes ↔ Stocksale_stock
The agent detects installed modules at runtime and adapts. Without CRM it focuses on quotes. With CRM it extends to opportunities not yet converted to quotes.
Supported versions: Odoo 15, 16, 17, 18, 19 (Community and Enterprise).
Human validation#
Agent
Agent prépare
Humain
Vous validez
Agent
Agent exécute
● Aucune action n'est envoyée vers votre Odoo sans votre validation explicite.
In practice, the Sales agent can:
- Draft a follow-up email → you read, optionally edit, you send
- Create a rebound quote draft → "draft" status in Odoo, never sent to the customer without you
- Propose prioritisation → you arbitrate
The agent never automatically changes:
- Quote status (unless you give explicit permission)
- Price or terms of a proposal
- Customer data (contact details, segmentation, credit)
Frequently asked questions#
Does the agent email my customers automatically?
No. The agent prepares emails; you validate before send. You can edit, rewrite, or reject. Even one-click send still requires your explicit validation per email. No client communication goes out without you.
What if my rep already followed up outside Odoo?
The agent learns from rejections. If you say a follow-up is already in progress, it stores that in contextual memory and will not propose that quote again in later cycles. You can also sync Gmail or Outlook on every plan so it detects follow-ups already done.
How long until a first result?
Initial scan takes under two minutes. The first prioritised plan is available right after. First validated follow-up usually takes 5–10 minutes. On demos, a quote is typically reactivated within a week of connection.
Does my data leave my Odoo?
The agent reads your data via the Odoo API. Analysis runs on our infrastructure hosted with Infomaniak in Belgium. No data is used to train a model. Each customer has an isolated tenant. More in our security page.
Does the agent replace my salesperson?
No. It replaces the time spent figuring out what to follow up, writing emails from scratch, and prioritising the pipeline. Your team gets more time for what humans do best: relationships with customers and prospects.
À lire ensuite
See this agent working on your Odoo data
30-minute live demo. Free. No commitment. € numbers visible from first connection.