| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 1595 |
| Technical Name |
ai_crm_assistant |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/saidyahia |
| Versions | 15.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 1595 |
| Technical Name |
ai_crm_assistant |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/saidyahia |
| Versions | 15.0 17.0 18.0 19.0 |
Your AI Sales Assistant Inside Odoo CRM
Generate leads, score opportunities, and write follow-up emails — all inside your Odoo CRM, powered by Groq (free), OpenAI, or Anthropic Claude. Context-aware, professional results, every time.
★ Fully Standalone — No extra modules required
⚡ Quick Lead Generator | ✦ ICP Lead Generator | 🔍 Web Prospector | ✉ Follow-up Emails | 📊 Lead Scoring | 🏢 Contact Enrichment
🎬 See it in action
Animated demos of the key features — no plugin required.
1. Quick Lead Generator — plain language to leads in seconds
2. Lead Scoring & Follow-up Email — AI analysis on any CRM lead
3. Web Prospector — real companies extracted from web search
Full walkthrough: watch on YouTube
Demo: generating leads with a plain-language description, scoring a CRM opportunity, and sending an AI follow-up email
⚡ Core Features — Everything your sales team needs
Three AI providers. One unified configuration. Built for real sales teams, not a tech demo.
|
⚡ Quick Lead Generator Describe your target market in plain language — AI generates realistic B2B leads instantly. No forms, no profiles. Just type and generate. |
✦ ICP Lead Generator Define your Ideal Customer Profile — industry, size, country, title, pain point — and get a structured batch of matching leads with one click. |
|
🔍 Web Prospector Search the real web for companies matching your query. AI extracts and structures company data into CRM leads automatically. Supports DuckDuckGo (free) and SerpAPI. |
✉ Follow-up Email Generator One click on any CRM lead generates a personalized follow-up email based on stage, revenue, company, and salesperson. Opens directly in the Odoo mail composer. |
|
📊 Lead Scoring & Insights AI analyzes each lead and returns 3 strengths, 2 risks, and one recommended next action — specific to the actual data, not generic advice. |
🏢 Contact Enrichment Smart button on company-type partners — AI analyzes the contact and auto-creates a CRM opportunity with suggested revenue, probability, and next action. |
|
🤖 Multi-provider AI Choose Groq (free), OpenAI, or Anthropic Claude. Configure from Settings → AI CRM Assistant. Switch providers at any time without reinstalling. |
📊 Full usage tracking Every AI call is logged — tokens, provider, model, source feature — full transparency on how your AI quota is being used. |
⚙ Up and running in 3 steps
-
Install the module
Copyai_crm_assistant/to your addons path, restart Odoo, update the app list, and install. No other custom modules required — fully standalone. -
Add your AI provider
Go to CRM → AI CRM Assistant → AI Providers. Create a provider record, paste your Groq API key (or OpenAI / Claude key), and click Test Connection. -
Start generating
Use Quick Lead Generator from the CRM menu, or open any lead and go to the AI Assistant tab to generate emails, score the lead, or get a summary.
🤖 3 AI Providers — Pick your AI, change it any time
| Provider | Tier | Models | API Key |
|---|---|---|---|
| Groq | Free Tier | Llama 3.1 8B, Llama 3.3 70B, Gemma 2, Mixtral. Extremely fast inference. Generous free daily limit. | console.groq.com/keys |
| OpenAI | Paid Credits | gpt-4o-mini, gpt-4o, gpt-4-turbo, gpt-3.5-turbo. Requires a paid OpenAI account. | platform.openai.com/api-keys |
| Anthropic Claude | Paid Credits | Claude Haiku 4.5, Claude Sonnet 4.6. Requires a paid Anthropic API plan. | console.anthropic.com |
✓ Where each feature lives in Odoo
Every feature is accessible from the standard Odoo CRM interface — no separate app, no hidden menus.
| Feature | Where to find it |
|---|---|
| Quick Lead Generator | CRM → AI CRM Assistant → Quick Lead Generator |
| ICP Lead Generator | CRM → AI CRM Assistant → ICP Lead Generator |
| Web Prospector | CRM → AI CRM Assistant → Web Prospector |
| Follow-up Email / Lead Score / Summary | Any crm.lead form → AI Assistant tab |
| Contact Enrichment | Any company-type res.partner form → AI — Create opportunity button |
| AI Providers & Usage Log | CRM → AI CRM Assistant → AI Providers / Usage Log |
| Default Provider & Search Settings | Settings → AI CRM Assistant section |
✓ Complete Feature List
- Quick Lead Generator — plain-language description to batch leads
- ICP Lead Generator — structured Ideal Customer Profile to batch leads
- Web Prospector — real web search + AI extraction into CRM leads
- Follow-up email generator — one click, opens in mail composer
- Lead scoring — 3 strengths, 2 risks, 1 recommended action
- Executive summary — 2-3 sentence lead overview
- Contact enrichment — company partner to CRM opportunity in one click
- Multi-provider: Groq, OpenAI, Anthropic Claude
- Built-in AI Provider model with API key management
- Test Connection button on each provider
- Full token & request usage logging per provider and per feature
- Configurable tone per provider (professional, friendly, technical, empathetic)
- Multi-language lead output: EN, AR, FR, ES, DE
- Duplicate detection before bulk lead creation
- AI source tagging: AI Generated, AI Prospected, AI Enriched
- DuckDuckGo (free) or SerpAPI web search backends
- Fully standalone — zero dependency on other custom modules
- Works with Odoo Community and Enterprise
⚙ Technical Details
| Item | Detail |
|---|---|
| Edition | Community & Enterprise |
| Core dependencies | crm, mail, contacts, sale_management |
| Python requirement | 3.10+ — only requests required (standard) |
| Optional Python package | duckduckgo-search — only needed for Web Prospector with DuckDuckGo backend |
| New Odoo models | sales.ai.provider | sales.ai.usage.log | ai.lead.prospector |
| Extended models | crm.lead | res.partner | res.config.settings |
| License | OPL-1 (Odoo Proprietary License) |
Ready to supercharge your CRM with AI?
Bring your own AI provider API key — no markup, no lock-in.
Free tier available with Groq. Paid options with OpenAI and Claude.
⚡ Groq free tier available | ● OpenAI GPT-4o Mini | ✦ Claude Haiku 4.5 | ✅ Fully standalone | 📊 Usage tracking included
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