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CRM AI Lead Generation

by
Odoo

$ 369.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 976
Technical Name crm_ai_lead_gen
LicenseOPL-1
Websitehttps://odoo.co.ke
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 976
Technical Name crm_ai_lead_gen
LicenseOPL-1
Websitehttps://odoo.co.ke
Versions 17.0 18.0
Supports:
Community
Enterprise
Availability:
On Premise
Odoo.sh
Odoo Online

CRM • AI • Lead Generation

CRM AI Lead Generation

Transform raw lead dumps into ranked, call-ready opportunities. AI-powered enrichment with OpenAI and OpenRouter, plus optional SerpAPI verification for actionable CRM leads.

Hero
Compatible With
Community Enterprise Odoo.sh Not supported on Odoo Online

📸 CRM AI Lead Generation Screenshots

Visual guide to the CRM AI Lead Generation module functionality

AI Lead Generation Wizard

AI-powered wizard accessible from CRM menu. Paste raw lead data and get AI-enriched, ranked prospects with opener scripts and insights.

AI Lead Generation Wizard Input

AI Qualified Records

View all AI-generated leads in the CRM pipeline. Leads are automatically tagged and placed in the "AI Qualified" stage with confidence scores and enrichment data.

AI Qualified Records

AI Research Tab

Comprehensive AI research data in each created lead. Includes confidence scores, opener scripts, industry insights, and web verification links.

AI Research Tab

Configuration Settings

Flexible configuration supporting both OpenAI and OpenRouter APIs. Choose your preferred AI provider, configure models, and set up SerpAPI for web verification.

AI Provider Configuration
AI Enrichment
  • OpenAI and OpenRouter API support
  • AI-ranked prospects with confidence scores
Smart Messaging
  • AI-generated opener scripts
  • "Why now" messaging and sales angles
Web Verification
  • Optional SerpAPI integration
  • Research links and company verification
CRM Integration
  • Auto-tagging and AI Qualified stage
  • Duplicate detection and dedupe hints

Both OpenAI and OpenRouter APIs are supported. You can choose your preferred provider in settings.

CSV or tab-separated format with columns: Date, Lead/Org, Contact, Email, Phone.

No. SerpAPI is optional for web verification. The module works perfectly without it.

OpenAI: GPT-4o, GPT-4o-mini, GPT-3.5-turbo. OpenRouter: Claude 3.5 Sonnet, Claude 3 Haiku, Llama 3.1, and more.

Latest Release 17.0.1.0.0

2025-10-11
Add
  • Initial CRM AI Lead Generation release with dual API support.
  • OpenAI and OpenRouter integration with model selection.
  • AI-powered lead enrichment with confidence scoring.
  • Optional SerpAPI web verification and research links.
  • AI Qualified stage and comprehensive research data.

📅 Changelog

Date Version Notes
2025-10-11 17.0.1.0.0 Initial release – AI Lead Generation with OpenAI/OpenRouter support and SerpAPI integration

📜 Licensing

License Type
OPL-1
Redistribution
No redistribution
Full Policy
View Policy
Important: This module is licensed under OPL-1 with no redistribution rights. Please review our full license policy for complete terms and conditions.

Support & Contact

Email
support@odoo.co.ke
Website
https://odoo.co.ke/helpdesk
Phone
+254739444447
Response Time
1 business day SLA
90-day complimentary support included with your purchase

CRM AI Lead Generation

CRM AI Lead Generation

Transform raw lead dumps into ranked, call-ready opportunities with AI-powered enrichment using OpenAI, OpenRouter, and optional SerpAPI verification.

Overview

For sales teams drowning in raw lead data. This module lets you paste unstructured lead lists and get AI-enriched, ranked prospects with opener scripts, industry insights, and "why now" messaging. Supports both OpenAI and OpenRouter APIs with optional SerpAPI verification for comprehensive lead research.

Key Features

✅ Dual AI Provider Support
  • OpenAI integration (GPT-4o, GPT-4o-mini, GPT-3.5-turbo)
  • OpenRouter integration (Claude 3.5 Sonnet, Claude 3 Haiku, Llama 3.1, and more)
  • Flexible model selection per provider
  • Easy API configuration in settings
✅ AI-Powered Lead Enrichment
  • Paste raw lead data (CSV or tab-separated format)
  • AI analyzes and enriches each lead automatically
  • Confidence scoring (0-100) for lead quality
  • Industry insights and company analysis
  • "Why now" messaging and sales angles
✅ Smart Lead Qualification
  • AI-generated opener scripts for each lead
  • Personalized talking points and value propositions
  • Automatic ranking by confidence score
  • Creates leads in "AI Qualified" stage
  • Auto-tagging with "AI Generated" tag
✅ Web Verification (Optional)
  • SerpAPI integration for web research
  • Company verification and validation
  • Research links attached to each lead
  • Enhanced data accuracy
  • Works perfectly without SerpAPI too
✅ CRM Integration
  • Seamless integration with Odoo CRM
  • Duplicate detection with dedupe hints
  • Comprehensive AI research tab on each lead
  • Linked documents and audit trail
  • Multi-company support

How It Works

The CRM AI Lead Generation module follows a powerful AI-driven workflow:

1. Data Import
  • Access the "AI Lead Generation" wizard from CRM menu
  • Paste raw lead data in CSV or tab-separated format
  • Required columns: Date, Lead/Org, Contact, Email, Phone
  • No complex formatting needed
2. AI Provider Selection
  • Choose between OpenAI or OpenRouter
  • Select your preferred AI model
  • Configure API keys in Settings → General Settings → CRM AI Lead Gen
  • Optional: Add SerpAPI key for web verification
3. AI Enrichment Process
  • AI analyzes each lead's company and contact information
  • Generates confidence scores based on data quality
  • Creates personalized opener scripts and talking points
  • Identifies industry insights and "why now" triggers
  • Optional: Verifies company information via web search
4. Lead Creation
  • Creates CRM leads in "AI Qualified" stage
  • Attaches comprehensive AI research data
  • Adds "AI Generated" tag for easy filtering
  • Includes confidence scores and research links
  • Detects and flags potential duplicates
5. Sales Follow-Up
  • Review AI research tab for each lead
  • Use AI-generated opener scripts for outreach
  • Leverage "why now" messaging in conversations
  • Follow research links for additional context
  • Convert qualified leads to opportunities

What Gets Created

When leads are processed through the wizard, the system creates:

CRM Lead Record:
├── Basic Info: Company, Contact, Email, Phone
├── AI Research Tab:
│   ├── Confidence Score (0-100)
│   ├── Opener Script (personalized)
│   ├── Industry Insights
│   ├── "Why Now" Messaging
│   └── Research Links (if SerpAPI enabled)
├── Stage: AI Qualified
├── Tags: AI Generated
└── Dedupe Hints (if potential duplicates found)

The original lead data is preserved while AI enrichment adds actionable intelligence for your sales team.

Installation

Prerequisites

  1. Odoo Version: 17.0 (Community or Enterprise)
  2. Dependencies: - base_setup - crm - mail - phone_validation - sales_team
  3. API Keys Required: - OpenAI API key OR OpenRouter API key - SerpAPI key (optional, for web verification)

Installation Steps

  1. Download the Module - Purchase/download from Odoo Apps Store or obtain from Metro ICT Ltd
  2. Install Dependencies - Ensure all required modules are installed - Standard Odoo CRM installation includes most dependencies
  3. Upload and Install - Upload the module to your Odoo addons directory - Update the apps list - Install "CRM AI Lead Generation"
  4. Verify Installation - Go to Apps → Installed Apps and confirm the module is active

Configuration (2–3 minutes)

Quick Setup

  1. Configure AI Provider - Go to Settings → General Settings - Scroll to "CRM AI Lead Gen" section - Choose AI provider: OpenAI or OpenRouter
  2. Add API Keys - For OpenAI: Get API key from https://platform.openai.com/api-keys - For OpenRouter: Get API key from https://openrouter.ai/keys - Enter your API key in the settings - Select preferred AI model
  3. Optional: Configure SerpAPI - Get API key from https://serpapi.com/ - Add to Settings → General Settings → CRM AI Lead Gen - Enables web verification and research links
  4. Set Default Country Code - Configure default country code for phone number formatting (e.g., KE, US, GB)
  5. Save Configuration - Click "Save" to apply settings

Usage Instructions

Generating AI-Enriched Leads

  1. Access the Wizard - Navigate to CRM → AI Lead Generation - The wizard opens automatically

  2. Paste Lead Data - Paste raw lead data in the text area - Format: CSV or tab-separated - Required columns: Date, Lead/Org, Contact, Email, Phone - Example:

    2025-01-15    Acme Corp    John Smith    john@acme.com    +1234567890
2025-01-16    Tech Inc     Jane Doe      jane@tech.com    +0987654321

  3. Configure Options - Set "Top K" (number of leads to process) - Enable/disable SerpAPI verification - Select sales team (optional)

  4. AI Enrichment - Click "AI Enrich" button - Wait for AI to process leads (may take 1-2 minutes) - Preview enriched leads with confidence scores

  5. Review and Create - Review AI-generated insights - Adjust team assignments if needed - Click "Create Leads" to import into CRM

  6. Follow Up - Open created leads from CRM - Review AI Research tab for each lead - Use opener scripts for outreach

Workflow Example

Before

Raw Lead Data:
2025-01-15    TechStart Inc    Sarah Johnson    sarah@techstart.com    +1555123456

Status: Unqualified, no context

After AI Enrichment:

CRM Lead: TechStart Inc
Contact: Sarah Johnson
Email: sarah@techstart.com
Phone: +1 555-123-456 (formatted)

AI Research:
├── Confidence Score: 85/100
├── Industry: SaaS Technology
├── Company Size: 50-100 employees
├── Opener Script: "Hi Sarah, noticed TechStart recently expanded
│   into cloud infrastructure. Our solution helps SaaS companies
│   reduce deployment time by 40%..."
├── Why Now: Recent funding round, hiring surge, product launch
└── Research Links: [Company website, LinkedIn, news articles]

Stage: AI Qualified
Tags: AI Generated
Status: Ready for outreach

Compatibility

✅ Supported Platforms: - Odoo Community Edition - Odoo Enterprise Edition - Odoo.sh

❌ Not Supported: - Odoo Online (requires external API access)

✅ Compatible With: - Standard Odoo CRM workflows - Multi-company environments - Custom CRM stages and pipelines

Permissions

Who Can Use: - Any user with "CRM User" or "Sales Manager" access rights

Security: - API keys stored as encrypted configuration parameters - External requests limited to OpenAI, OpenRouter, and SerpAPI - 30-second timeout on all API calls - Multi-company safe with proper access controls

Troubleshooting

Common Issues

Issue: Wizard not accessible - Ensure the module is installed and activated - Check that the user has CRM User permissions - Verify CRM module is installed

Issue: AI enrichment fails - Verify API key is correctly configured in Settings - Check internet connectivity and firewall rules - Ensure API provider (OpenAI/OpenRouter) account has credits - Review Odoo logs for specific error messages

Issue: SerpAPI not working - SerpAPI is optional; module works without it - Verify SerpAPI key is valid and has credits - Check SerpAPI account status at https://serpapi.com/

Issue: Phone numbers not formatting - Configure default country code in Settings - Ensure phone_validation module is installed - Check phone number format in raw data

Issue: Duplicate leads created - Review dedupe hints in AI Research tab - Use Odoo's built-in duplicate detection - Merge duplicates manually if needed

Getting Help

Documentation: - User Guide: https://docs.odoo.co.ke/crm-ai-lead-gen

Support Channels: - Email: support@odoo.co.ke - Website: https://odoo.co.ke/helpdesk/customer-support-1 - Phone: +254739444447 - Response Time: 1 business day SLA

90-day complimentary support included with purchase

Why Choose This Module?

Faster Lead Qualification - Process 50+ leads in minutes instead of hours - AI does the research so your team can focus on selling - Instant confidence scoring prioritizes best opportunities

Flexible AI Provider Support - Choose between OpenAI and OpenRouter - Access to multiple AI models (GPT-4o, Claude, Llama, etc.) - Switch providers without changing workflow

Actionable Intelligence - Personalized opener scripts for each lead - "Why now" messaging identifies timely opportunities - Industry insights inform sales conversations

Cost-Effective - One-time license: $369 - Pays for itself in time savings - No per-lead processing fees

Professional Support - Developed by Metro ICT Ltd (East Africa Odoo experts) - Regular updates and improvements - Dedicated support team

About Metro ICT Ltd

Metro ICT Ltd is an Odoo implementation partner specializing in AI-powered automation and CRM solutions for businesses across East Africa and beyond.

Contact Information: - Website: https://odoo.co.ke - Email: support@odoo.co.ke - Phone: +254739444447 - Location: Nairobi, Kenya

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Last Updated: October 2025 Version: 18.0.1.0.0

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