| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 1478 |
| Technical Name |
presaleiq_connector |
| License | LGPL-3 |
| Website | https://presaleiq.ai |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 1478 |
| Technical Name |
presaleiq_connector |
| License | LGPL-3 |
| 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.
ServiceNow, Salesforce, BMC Helix, Atlassian, SailPoint, CyberArk,
Microsoft, Zendesk, Ivanti, ManageEngine, Saviynt, BMC Control-M
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.
🚀 Full setup guide → | Start your free trial →
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
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