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Productivity app for Odoo

AI Record Brief for CRM

Every Odoo opportunity says whether it is really moving, with the risk and the next action.

FreeGet it on the Odoo StoreAsk about this app
ProductivityOPL-1Odoo 19Odoo 18
PriceFree
LicenseOPL-1
Odoov19 · v18
CategoryProductivity

Overview

AI Record Brief for CRM.

AI Record Brief for CRM adds the brief to leads and opportunities. Five ordered checks over the expected closing date, the probability and the time spent in the current stage decide the status, so an overdue forecast and a deal that has gone quiet are both visible on the form. Won, lost and archived leads are decided by Odoo, and the language model can never reopen them. It is a free add-on and is not a standalone product: it requires the AI Record Brief core module, which holds the provider settings, the security group and the generation engine.

Also included

Everything else in the box.

Free add-on to the AI Record Brief core module, which it requires and cannot run withoutFive ordered checks on a lead or opportunity, and the first one that matches decides the statusAn expected closing date that has already passed reads At Risk, because the forecast is overstatedA probability zeroed by a person is read as a deliberate warning, not as noiseNo stage change for thirty days reads Attention while there is still time to actA closing date inside the next seven days reads Attention, so the last push is deliberateWon, lost and archived leads read Closed, decided by Odoo and never by the AIThe brief sits on the CRM lead model, so leads carry it as well as opportunitiesInstalls itself as soon as AI Record Brief and CRM are both present

What it does

AI Record Brief for CRM adds the AI Record Brief to leads and opportunities. The brief is a status badge, a summary of three to five lines, the risks the opportunity is carrying and the single next action somebody should take.

The checks are the ones a pipeline review would make: has the expected closing date already passed, has a person zeroed the probability, has the opportunity sat in the same stage for thirty days, is the closing date inside the next seven. Won, lost and archived leads are terminal, so the provider is not consulted for them at all and cannot reopen a decided deal.

Who it's for

Sales managers and pipeline owners who run weekly forecast reviews in Odoo and want the stalled deals to announce themselves, plus account executives carrying enough open opportunities that the quiet ones stop being obvious.

Questions

About AI Record Brief for CRM.

How do I spot the Odoo opportunities that have gone quiet?

Open the opportunity and read the AI Brief block. An opportunity that has not changed stage for thirty days, or whose expected closing date has passed, is flagged with the reason and a recommended next action.

Why does an overdue closing date matter so much?

Because the pipeline keeps counting the deal for a period that has already ended. The brief reads that state as At Risk and says so on the form, rather than leaving it to be found during a forecast review.

Will the AI ever mark a won deal as at risk?

No. Won, lost and archived leads resolve to Closed from the record's own state, and in that case the provider's hint is discarded rather than applied.

Does a zero probability always mean trouble?

The brief treats a probability zeroed by a person as a deliberate signal about the deal, which is different from a low score produced by prediction. That distinction is part of the rule table.

Do I need to install anything else?

Yes, and this module is free precisely because it is an add-on rather than a product on its own. It cannot work without the AI Record Brief core module, which holds the provider settings, the security group and the generation engine. Install that and this bridge installs itself once CRM is present.

Which Odoo version and editions does it support?

This release is built for Odoo 19 and runs on both Community and Enterprise. There is no Odoo 18 or Odoo 17 build. The Odoo Apps Store listing always shows the exact version a build supports.

On the Odoo Store

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Odoo 19Odoo 18