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AI Sales Assistant for Odoo

Empower Your Sales Team With An Intelligent AI Assistant Inside Odoo

Your sales team already has everything they need inside Odoo - customer records, CRM activities, quotations, products, pricing, sales history, and conversations. But finding the right information, preparing quotations, following up with customers, and responding to questions can still take valuable time. Ragfish brings an intelligent AI Sales Assistant into your Odoo environment, helping sales representatives quickly find customer information, understand sales context, generate quotations, draft customer communications, recommend relevant products, and answer business questions.

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Perfect for

Retail Businesses
Wholesale Businesses
Logistics Companies
Enterprise Businesses
Hotel Concierge Check-in

David is a Sales Manager at a growing company that uses Odoo to manage its sales operations. His sales team handles customer enquiries, CRM opportunities, quotations, products, pricing, and follow-ups every day. The information is already available in Odoo.

Author
David Sales Manager

💰 10,000+

Data Points Analyzed

🎯 95% Accuracy

Trend & Insight Detection

⚡ 24/7 Assistant

Instant Analytics Access

🔒 Role Based

Secure Team Access Control

AI Sales Assistant for Odoo

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The Challenge

The information is already available in Odoo.

But when a sales representative is speaking with a customer, they often need to move between different screens and modules to find the right information.

A customer asks:
What was our last order?
Can you give me a quotation for these products?
What products did this customer purchase previously?
Did we already follow up with this customer?
Which quotation is still pending?

Finding these answers and preparing the next action can take time.

David wants his sales team to spend less time searching and more time talking to customers.

Pipeline Visibility
Deal-Level Search
Real-Time Status
Customer History Access
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The Turning Point

The Sales Data Already Existed

David's company already had its sales information inside Odoo. The data included:

Customer Records CRM, Opportunities, Customer Conversations, Sales Orders, Quotations, Product Information, Product Pricing, Sales History, Customer Purchase History, Sales Activities and Follow-up Information

The problem wasn't a lack of information.
The information already existed inside Odoo.
The challenge was accessing the right information quickly while working with customers.

Unified Sales Data
Faster Follow-Ups
Actionable Deal Insights
AI-Powered CRM Search
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The AI Transformation

Turning Odoo into an AI Sales Assistant

David's company connects its Odoo environment with Ragfish.
The AI Sales Assistant understands the available Odoo business context, including customers, opportunities, quotations, products, pricing, sales history, and previous activities.
Now, sales representatives can interact with their Odoo data through natural-language questions. Instead of searching through multiple screens, they can simply ask the AI Assistant what they need.
Ragfish analyzes the available business context and helps the sales team take the next action faster. It can help retrieve information, summarize customer context, generate quotations, draft emails, recommend products, and answer sales-related questions.

Instant Insights
Natural Language Search
Pipeline Alerts
360° Customer View
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David's sales team can ask questions such as:

Show me the details of this customer.
What did this customer purchase previously?
What is the current status of this opportunity?
Summarize all previous conversations with this customer.
Show me the pending quotations for this customer.

Ready to Empower Your Sales Team with AI?

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Connect Odoo with Ragfish and give your sales team an intelligent AI assistant inside their existing workflow.

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Features

Easy content management with a user-friendly interface.

Seamless integration with your existing tools and systems

Real-time insights and analytics to track performance

AI Sales Assistant for Odoo