| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 226 |
| Technical Name |
presaleiq_connector |
| License | OPL-1 |
| Website | https://presaleiq.ai |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 226 |
| Technical Name |
presaleiq_connector |
| License | OPL-1 |
| Website | https://presaleiq.ai |
PresaleIQ — AI Pre-Sales Agent
Turn discovery calls into SOWs, User Stories & Effort Estimates — automatically.
📖 Step-by-step setup guide →
What it does
PresaleIQ connects your Odoo CRM to presaleiq.ai — an AI pre-sales platform that analyses discovery call transcripts and opportunity descriptions, then instantly generates:
- 📄 Statement of Work (SOW) — ready to send to the prospect
- 📋 User Stories & Acceptance Criteria — ready for your delivery team
- ⏱ Effort Estimates — days / sprints / cost breakdown
- 🔍 Low-Level Requirements (LLD) — technical specification
- 📊 License Sizing — right-size the platform for the customer
How it works — 3 steps
Open an Opportunity
Any CRM opportunity with a description or attached transcript.
Click "Analyze with PresaleIQ"
One button sends the opportunity to PresaleIQ for AI analysis.
Get results in seconds
SOW, user stories, and effort estimates posted directly to the chatter.
Supported Platforms
PresaleIQ supports 12+ enterprise platforms — not just Odoo.
Use it for ServiceNow, Salesforce, BMC Helix, Atlassian, SailPoint, CyberArk,
Microsoft, Zendesk, Ivanti, ManageEngine, Saviynt, BMC Control-M
— and any custom Web or Mobile application.
Configuration
- Install the module.
- Go to Settings → PresaleIQ.
- Enter your PresaleIQ Instance URL (default:
https://presaleiq.ai). - Enter your API Key — generate one at presaleiq.ai/settings/api-keys .
- Optionally enable Auto-analyze new Opportunities.
🚀 Full step-by-step setup guide →
Don't have a PresaleIQ account yet?
Start your free trial at presaleiq.ai →
Enterprise Features
- 🔐 SAML 2.0 SSO — Okta, Azure AD, Google Workspace
- 🏢 Dedicated instances — your data, fully isolated
- 🔑 REST API — integrate with any tool
- 📊 Usage dashboard — full analytics & audit log
- 🤝 12 CRM & collaboration integrations (Slack, Teams, HubSpot, Notion…)
- 🎙 Live Battle Agent — real-time AI during discovery calls
- 🗺 AI Strategy & Roadmap — pre-meeting preparation
- ™ Trademark & patent pending
presaleiq.ai — Turn conversations into contracts™
Setup Guide | Website | support@presaleiq.ai
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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