CRM AI Summary
Turn CRM notes, emails and accessible linked records into a concise sales handover, showing the customer need, open questions and a suggested next step inside the opportunity.
After payment, the Ranvals team follows delivery of the module for your selected Odoo version through the order.
RANVALS SOFTWARE · ODOO
CRM AI Summary
Turn CRM notes, emails and accessible linked records into a concise sales handover, showing the customer need, open questions and a suggested next step inside the opportunity.
What it adds to your workflow
- Summarize lead or opportunity details, descriptions, permitted custom text fields, customer internal notes and accessible chatter.
- Include directly linked quotations and orders when standard Sales/CRM integration is installed, plus extractable text from supported attachments.
- Choose your own OpenAI or Google Gemini API account and compatible model per company, with English or Turkish summaries.
- Review your own summary history, source coverage, completed API call counts and input/output token usage.
Installation and compatibility
- Odoo 17, 18, 19 or 20, Community or Enterprise with the standard CRM module.
- Odoo.sh or self-hosted Odoo accepting custom Python addons; Odoo Online SaaS is not supported.
- Your own OpenAI or Google Gemini API key, compatible model access and outbound HTTPS are required. Provider usage is separate from the module purchase; a ChatGPT subscription does not include API usage.
Scope notes
- Summaries are generated on request and do not update automatically. The AI cannot send email, create activities, change stages or edit CRM business data.
- No image OCR, audio transcription, website browsing or search across unrelated customer records. PDF/Office text depends on Odoo indexing and server dependencies.
- Selected accessible source text is sent to the configured external provider. Suggestions require team review; provider quotas, model context and source limits apply.
Common questions
Is API usage included in the purchase?
No. The purchase covers the Odoo module. Your OpenAI or Google Gemini provider controls account access, model availability, charges and quotas.
Which customer records are summarized?
The current lead or opportunity and supported directly linked sources accessible to the requesting user. Access controls are respected, and selected source text is sent to the configured API provider on request.
Does it carry out the suggested next step?
No. It produces a summary and proposal for your sales team to review. It does not change CRM business records or stages automatically.
Screens use fictional demo records in Odoo 19. The illustrated AI response and usage values are simulated for the demonstration.
Payment and delivery
Prices are shown in EUR; taxes are calculated on the order. At PayTR checkout, the amount is converted to TRY using the Odoo exchange rate and fixed for that payment.
After payment, the Ranvals team follows delivery of the module for your selected Odoo version through the order.