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Oct 20 1 min

AI Sales Assistant for Odoo Help Your Sales Team Sell More and Search Less

Help Odoo sales teams access customer history, CRM opportunities, pending quotations, and follow-up information faster with Ragfish AI.

AI Sales Assistant for Odoo Help Your Sales Team Sell More and Search Less

Your Odoo environment already contains customer records, CRM opportunities, quotations, sales history, and follow-up activities.

But your sales team shouldn't have to navigate multiple modules every time they need an answer.

Meet David

David manages a sales team that relies on Odoo for everyday sales operations.

His team regularly needs to answer questions such as:

    1. What did this customer purchase previously?
    2. Which quotations are still pending?
    3. What is the status of this opportunity?
    4. Which customers need follow-ups?
    5. Can we prepare a quotation for these products?

Although the information is available in Odoo, finding it and preparing the next step can take valuable time.

How Ragfish Helps

David connects his Odoo environment with Ragfish.

Now, his team can ask questions in natural language and access relevant information from their available Odoo data.

For example:

"Show me this customer's purchase history."

"Find quotations awaiting a response."

"Summarize my open CRM opportunities."

"Help me prepare a quotation for this customer."

"Draft a follow-up email for this opportunity."

Depending on the configured integrations, tools, and permissions, Ragfish can help retrieve information, summarize sales records, prepare quotations, and draft customer communications.

Business Benefits

With an AI-powered Odoo Sales Assistant, your team can work toward:

    1. Faster customer information retrieval
    2. Better visibility into sales opportunities
    3. Reduced repetitive administrative work
    4. Easier quotation preparation
    5. More efficient customer follow-ups
    6. More time for customer engagement

Make Odoo Work Smarter for Your Sales Team

Your sales team already has the information it needs. Give them a simpler way to access it and act on it.

Turn your Odoo environment into an AI-Powered Sales Assistant with Ragfish.

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