| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 646 |
| Technical Name |
ai_lead_research |
| License | AGPL-3 |
| Website | https://www.odooengineering.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 646 |
| Technical Name |
ai_lead_research |
| License | AGPL-3 |
| Website | https://www.odooengineering.com |
| Versions | 16.0 17.0 18.0 |
AI Lead Research
Comprehensive Automated Company Insights with ChatGPT
Transform your CRM leads into actionable opportunities by harnessing OpenAI's ChatGPT. The AI Lead Research module integrates seamlessly into your Odoo CRM, automatically enriching lead records with detailed company data such as business summaries, complete addresses, verified phone numbers, and valid emails. Customize your research parameters effortlessly, targeting specific industries, countries, or geographic areas.
As a key component of our AI Agent Jobs series, this module perfectly complements our AI-driven CRM solutions, including AI Data Cleaning for Partners, AI Address Cleaning, and AI Lead Generation. Build your customized automation suite by mixing and matching these modules to meet your exact business requirements.
Simple Setup & Immediate Benefits
Quickly install and configure AI Lead Research from your Odoo Apps menu. Define essential settings, including your OpenAI API key, target regions, industries, and preferred AI models. Immediately experience automated and on-demand lead enrichment tailored precisely to your CRM strategy.
Automated Lead Enrichment Workflow
Leveraging the robust AI Agent Job model, each lead enrichment task systematically fetches detailed company data through ChatGPT, directly updating your CRM records. Receive comprehensive and timely insights to empower your sales team without manual intervention.
Transparent Job Management
Easily monitor the progress of your research tasks from the intuitive AI Agent Jobs dashboard. Clearly track pending, active, and completed jobs, manage scheduling, and troubleshoot efficiently with detailed logs and diagnostic messages.
Customizable Automation Schedule
Benefit from customizable cron scheduling, automatically updating your CRM leads daily or at intervals tailored specifically to your needs. Maintain real-time data accuracy with minimal manual oversight, enhancing efficiency and strategic decision-making.
Detailed Lead Insights at Your Fingertips
Automatically populate your CRM leads with comprehensive, accurate, and actionable company details. Provide your sales team with the insights they need to close deals faster and with greater confidence.
Why Choose AI Lead Research?
- Highly Customizable: Precise targeting for industry-specific research.
- Effortless CRM Integration: Seamlessly updates your CRM with enriched data.
- Proactive Duplicate Prevention: Avoid redundant data entry effortlessly.
- Flexible Automation: Automate or manually trigger lead enrichment tasks.
- Comprehensive Data Capture: Obtain detailed and actionable company insights.
- Dedicated Support & Regular Updates: Continuous enhancements to ensure reliability and performance.
Need Assistance?
Our expert team at Odoo Engineering is available to support your setup and customization needs. Contact us to optimize your CRM with AI Lead Research.
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