Listens
Connects to your meetings and your inbox to understand what was agreed with the customer.
AI Agents & Automation
CRM & Sales Agent: your team sells, the agent handles the rest
An AI agent that listens to your customer conversations, keeps your CRM up to date and helps you move every deal forward, with no one copying and pasting.
What the agent does
Everything it does for you
- 1
Builds contact and opportunity records
Using what was discussed in meetings and over email, it fills in the contact and opportunity records in your CRM.
- 2
Creates and updates activities automatically
Schedules next steps and keeps the activities on every opportunity current, so no deal goes cold.
- 3
Answers emails
Drafts and sends follow-up emails and replies to customer questions, with the full context of the opportunity.
- 4
Builds and emails quotes
Prepares the quote and sends it to the customer using their specific price list.
- 5
Writes meeting notes and the paperwork you need
Drafts meeting minutes and the documents you need to manage the opportunity.
How it works
Easy to use, with your team in charge
Records
Creates or updates the contact, the opportunity and its activities in the Odoo CRM.
Acts
Answers emails and prepares quotes and meeting notes, following your sales rules.
You decide
Your team reviews, adjusts and makes the key decisions. The agent works by your rules.
Benefits
What you gain
More time to sell
Your reps stop logging and drafting, and get back to talking with customers.
A CRM that is always up to date
Complete, current information, without relying on someone remembering to enter it.
Faster responses
Emails and quotes go out in minutes, not days.
No opportunity slips through
Activities and follow-ups are always scheduled.
Accurate pricing
Every customer gets a quote with the price list that applies to them.
Better organization and traceability
Everything about the opportunity is documented in one place.
Ideal for
- Sales teams juggling lots of meetings and emails
- Companies that work with customer-specific price lists
- Managers who want a reliable CRM to forecast sales
FAQ
Frequently asked questions about the CRM & Sales Agent
Do I need Odoo to use it?
It works especially well with the Odoo CRM, which is the one we implement at KPB. If you use a different CRM, we can assess it together in a meeting.
Does the agent send emails without my review?
You set the level of autonomy: it can leave drafts for you to review or send emails directly in the cases you approve.
Can it use my price lists?
Yes. Quotes are generated with each customer’s specific price list, as configured in your Odoo.
Let’s talk
Have a question, or want to know how to grow your business?
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A team of 40+ KPBeers ready to work alongside you.
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