Bring intelligence to your Odoo and find new customers easily and automatically.
Features
- Recommendations
- New prospects
- Lead scoring
- Ideal customer
- Enrichment
- Morning email
- Churn risk
- Customer segments
- Quotes to chase
- Sales team
- AI assistant
- Data quality
ERP-BI reads your Odoo every night and turns it into a short list: who to call, why now, and what to offer.
Every morning at 9am, your sales reps get an email with the five actions for the day. Everything else is waiting in the app.
Who to call this morning?
Connect once, useful every day
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You connect Odoo
A URL, a database, a user and their API key. ERP-BI uses Odoo’s standard API: no module to install, nothing to change in your database.
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Every night, everything is recalculated
The day’s changes are copied, companies are completed with the official registry, and every lead and customer gets a fresh score.
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Every morning, a list of actions
Recommendations arrive at 8:30am on weekdays, the email at 9am. Each rep picks the topics they want to receive.
Customers who look like your best customers
Your next customers are in the company registry
ERP-BI looks at who already buys from you: industries, sizes, regions. It then searches France’s official company database (SIRENE and RNE) for active companies that match, and removes the ones already in your Odoo.
- Industry, département, headcount, published revenue, growth and director for each company
- The best ones show up in the day’s recommendations
New prospect, Fit 84
- Company
- Atelier Morel SAS
- Industry
- Wood and PVC joinery
- Headcount
- 20 to 49 employees
- Département
- Rhône (69)
- Published revenue
- €3.2M, up 18%
- In your Odoo
- No
Every lead scored on two axes
Fit says whether the company looks like you: industry, size, area, age, growth. Intent says whether it is active right now: quotes, meetings, calls, emails. The ones that tick both go first.
- Four groups: priority, nurture, watch, low
- Weights are set in the interface, no developer needed
Leads by Fit and Intent
What about your current customers?
35 detectors also watch what you already have: customers slowing down, quotes to chase, cross-selling, margins, duplicates in Odoo. Every alert starts from precise figures, which AI turns into sentences.
- Your team says whether an alert was useful, and ERP-BI remembers
- 64 adjustable thresholds to fit your business
Your morning briefing
A tool that respects your Odoo
Read-only by default
ERP-BI reads Odoo. The only possible write, adding registry data to a company record, happens when you click.
No module to install
It uses Odoo’s standard API. No migration, no conflicts with your upgrades, nothing to uninstall.
One installation per customer
Each customer gets their own ERP-BI installation, hosted in Europe. Your data is never mixed with another customer’s.
Alerts that explain themselves
Every recommendation comes from a specific detector, with its figures. An AI model (OpenAI or Anthropic) writes the text from those figures, and you can always see where the alert came from.
Built for France
English and French interface. Enrichment and prospecting use the French company registry, and recommendations are written in French.
Find your next customers
Thirty minutes to see ERP-BI in action and find out if it fits your Odoo.
Book a demo