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AI tools

Experience the competitive advantage of AI-driven ERP

Not a chatbot bolted on the side. Oak Tech's AI tools work on your live Odoo data: they forecast, warn, automate and answer — with your team approving what matters.

Eight areas

Where AI pays for itself inside an ERP

The concrete capabilities we deliver on top of Odoo, module by module.

1

AI-driven automation and efficiency

Odoo leverages AI across modules, automating manual tasks and providing intelligent insights.

  • Automated data entry: extract data from invoices, contracts and purchase orders straight into the system, reducing errors and saving time
  • Intelligent scheduling: analyse sales, production schedules and employee availability to suggest optimal scheduling of resources, tasks or appointments
  • Predictive analytics: predict customer behaviour, sales trends and inventory needs so you plan proactively and keep stock optimal
  • AI chatbots for customer service: 24/7 support inside CRM: answer common queries, process orders, recommend products
2

AI-enhanced decision making

Real-time, data-driven decisions from business intelligence inside Odoo.

  • Advanced reporting and dashboards: dynamic dashboards that flag anomalies — such as declining sales in one region — and areas for improvement
  • Sentiment analysis: analyse feedback from surveys, emails and social media to adjust marketing, sales and product strategy
  • Machine learning for sales forecasting: predict future sales from history, seasonality and customer behaviour for better planning and budgeting
3

Personalised customer experience

Drive engagement and loyalty with experiences tailored to each customer.

  • Personalised marketing campaigns: recommend promotions and products from purchase history, browsing habits and interactions
  • Dynamic pricing: optimal pricing strategies from demand, competitor pricing and buying patterns
  • Product recommendations: suggest products from past purchases, browsing behaviour and similar customers
4

Smart inventory management

Optimise stock levels, reduce waste and speed up operations.

  • Demand forecasting: predict demand per product to avoid overstocking or stockouts and reduce holding costs
  • Automated replenishment: trigger reorders when inventory reaches thresholds, without manual intervention
  • Warehouse optimisation: place products by sales velocity and turnover for faster picking and packing
5

AI-powered HR and recruitment

Smarter, data-backed decisions on talent and productivity.

  • CV screening: shortlist the most relevant candidates by skills, keywords and experience
  • Performance analysis: identify high performers and those who need training or support
  • Predictive workforce planning: forecast staffing needs for peak times and seasonal demand
6

AI in finance and accounting

Streamline financial processes, reduce errors and improve decisions.

  • Automated reconciliation: match bank statements with invoices, payments and receipts
  • Predictive financial analysis: forecast cash flow, identify risks and suggest operational adjustments
  • Fraud detection: flag unusual financial activity or discrepancies early
7

AI for business development

Grow with insight rather than guesswork.

  • Lead scoring and qualification: prioritise the leads most likely to convert and tailor nurturing to their funnel stage
  • Market trend analysis: insights from industry reports, news and social media on competitors and opportunities
  • BI for strategic growth: analyse market opportunities and customer behaviour for expansion or new products
8

AI-powered customisation and integration

Make Odoo fit your business and your other systems.

  • Custom workflow automation: analyse existing workflows, remove bottlenecks and trigger actions on predefined conditions
  • Third-party integration: connect Odoo with other AI-driven platforms, CRMs and data systems for one flow of information
AI lead generation tool

Generate leads from inside the CRM pipeline

With lead mining enabled, a Generate Leads button appears in the CRM pipeline. Choose whether you want companies only or companies and their contacts, then filter by country, state, industry, company size, and contact role or seniority. Assign the results to a sales team and salesperson with default tags — and they land in the pipeline ready to work.

  • Companies, or companies and their contacts
  • Filters: countries, states, industries, size, role, seniority
  • Automatic assignment to team, salesperson and tags
AI lead generation
Our game changer

The AI salesperson

Instead of making 1,000 cold calls to find 100 qualified leads, let AI hold those conversations and hand you the customers who are interested. Your salespeople's time goes to closing, not dialling.

Any channel

Start conversations on WhatsApp, Facebook, Instagram, live chat or email — answer questions, share product information and book appointments.

Learns from your best

Clone the skills, script and techniques of your top-performing salesperson into an assistant that never sleeps.

Human-like

Understands context, tone and intent so the conversation feels personal, not robotic — and escalates to a person when needed.

Integrated with Odoo CRM

Qualified leads are created in the CRM with every detail captured; follow-ups are scheduled and managers see conversion in real time.

How it works

1
Initiating conversations

through live chat, WhatsApp, Facebook, Instagram, email and messaging apps

2
Understanding needs

natural language processing interprets the enquiry and the requirement

3
Personalised recommendations

the right products or services for that customer

4
Answering questions

products, features, pricing and availability

5
Qualifying leads

budget, interest level and purchase intent against your criteria

6
Transferring to Odoo CRM

qualified leads are created in the pipeline with all captured details, follow-ups scheduled automatically

Benefits
  • Increased efficiency — initial contact, qualification and CRM data entry are automated
  • Better customer experience — instant, personalised answers at any hour
  • Scalability — ten leads or ten thousand, handled with the same quality
  • Higher conversion — only promising leads reach the sales team
  • Lower cost per lead across the whole sales cycle
How we build it
  • Grounded in your data — every answer points to the Odoo records it came from
  • Approval where it matters — AI drafts and suggests; sensitive actions wait for a person
  • Private by design — your ERP data stays under your control and access rules
  • Measured — we track accuracy and business impact and improve the tools over time

Start with one use case

Pick the report you wait for every month, or the alert you wish you had last quarter. We will build that first.