Odoo dashboarding
Odoo dashboarding.
Sales, finance, stock and management figures from Odoo without going back to Excel every time.Result: Fewer Excel exports, faster management overview and more reliable Odoo figures.
1 / 8
Odoo AI
AI workflows on Odoo data.
Let Claude or ChatGPT answer questions, draft emails, create tasks and update records based on Odoo.Result: Faster search, drafted emails and Odoo record follow-up from ChatGPT or Claude.
1 / 9
AI business assistant
AI assistant on your own company knowledge.
Bring SharePoint, mailbox, documents and CRM/ERP together so AI can prepare answers, emails and follow-up.Result: Less searching, faster answers and better follow-up from knowledge, email and CRM/ERP.
1 / 5
AI quote assistant
AI for quotes in your own template.
Turn requests, project context and product information into a first quote draft in your own style.Result: Faster quotes, less copy-paste and more consistent follow-up without losing your commercial style.
1 / 5
Odoo Accounting migration
Accounting to Odoo in less than a week.
Move transactions, open items, documents and the Odoo Accounting setup in a controlled handoff with the accountant.Result: Accounting live faster in Odoo, with checked open items and a clear handoff.
1 / 5
Power Automate
Power Automate for recurring work.
Emails, forms, invoices, feedback and approvals automatically receive the right follow-up.Result: Less recurring click work, faster follow-up and fewer missed actions.
1 / 8
Power BI setup
Power BI alerts for margin and stock.
Bring CRM, ERP and stock data together so sales, finance and purchasing spot margin leaks and stock risk earlier.Result: Margin leaks and stock risks visible earlier for sales, finance and purchasing.
1 / 4
ERP project control
Track project budgets from ERP.
Bring budgets, actuals, purchase orders, invoices and forecast together so overruns become visible earlier.Result: Budget overruns visible earlier and fewer surprises in project follow-up.
1 / 5
Sales order intake
Prepare order emails automatically in ERP.
Turn customer emails and PDF orders into reviewed draft orders with item, price and stock checks.Result: Less manual order entry, fewer errors and faster reviewed draft orders.
1 / 5
Visual quote + CAD
Visual quotes for technical projects.
Make scope, options and exclusions visible before CAD or engineering is fully worked out.Result: Complex quotes become clear faster, with less scope discussion and more trust.
1 / 6
AI notetaker + CRM
Link AI notetakers to CRM and ERP.
Connect meeting notes to customers, deals, tickets or projects so follow-up and customer knowledge do not disappear.Result: Less lost meeting context and faster follow-up from CRM or ERP.
1 / 5
Shopify + Odoo
Reconcile Shopify sales in Odoo.
Bring orders, fees, refunds, stock and payouts together so operations work and finance can check month-end.Result: Faster month-end close, less manual reconciliation work and better control over payouts.
1 / 5
Client portal for advisory and service
A client portal for projects and documents.
Clients follow status, documents, actions, approvals, tickets and invoices in one place without loose email threads.Result: Fewer status emails, faster approvals and clearer client follow-up.
1 / 5
Retailer order portal
Let retailers order through a connected portal.
Retailers see assortment, prices, stock, order status and invoices while ERP/Odoo and accounting remain the source of truth.Result: Fewer order emails, fewer errors and a scalable sales channel for retailers.
1 / 5
