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Odoo CRM Integration

Turn Every Customer Conversation Into Actionable Odoo Data

Verbix.AI — converts analyzed customer conversations into structured data that is directly transferable into the Odoo CRM system — with transcripts, summaries, customer intent, insights extracted on the call, and a list of follow-up actions.

No manual notes
No copy-paste
No missing conversation details
Keep Odoo CRM records up to date
No credit card required
Odoo Integration with Verbix AI Call Analytics

What Verbix.AI Sends to Odoo

Turn every conversation into structured, actionable CRM intelligence inside Odoo.

Auto Generated

AI Call Summary

Get a concise AI-generated summary of every customer conversation with the most important discussion points, requirements, and outcomes.

Executive Summary Odoo Note

Customer confirmed bulk order requirements of 1,200 units. Delivery targeted for month-end with standard Odoo quotation workflow.

Bulk Order1,200 UnitsQualified
Searchable Audio & Text

Full Transcript

Capture full call transcripts with the speaker separated for reviewing, searching, quality monitoring, and follow-up.

01:38
Salesperson: "We can deliver the 1,200 units from our Main Warehouse."
Customer: "Perfect, please generate sales order SO-4029 in Odoo."
CRM Field Mapping

Data Extraction

Automatically extracting important information like budget, timeline, product interest, customer intent, competitors, decision maker, and next action.

Mapped Odoo AttributesAuto-Detected
BudgetTimelineProduct InterestCustomer IntentCompetitorsDecision MakerNext Action
Call Intelligence

Conversation Insights

Capture customer sentiment, topics, call outcomes, commitments, and key follow-up information.

Customer Intent:High Purchase Intent
Sentiment & Emotion:Positive (94%)
Key Signals:Bulk Reorder, Quotation Request
QA & Compliance

Compliance Results

Send compliance scores, flagged rules, and important conversation flags to your Odoo records.

Compliance Score:98%
Flagged Rules:Zero Flags
Conversation Flags:All Disclosures Verified
Odoo Activities

Action Items & Follow-Up Tasks

Automatically capture commitments, next steps, and follow-up actions from discussions and enable your team to keep CRM activities current.

Next Action:Confirm Order & Reserve Stock
Priority:High
Salesperson:John Smith

Activities related to lead and opportunity like calls, emails, meetings, and pending actions can be done directly from Odoo CRM.

Extract the Data That Matters to Your Industry

Verbix.AI is able to capture and capture details and action items details across multiple customer conversations, and transform them into entries in Odoo CRM.

Business Customer & Loan Requests

Business Customer & Loan Requests

"We require funding of $500,000 to grow our business. We would like to begin the procedure next month."

Live Call TranscriptionDuration: 01:45
EXTRACTED BY VERBIXAI Parser
Request TypeBusiness Financing
Amount$500,000
PurposeBusiness Expansion
Required DateNext Month
Customer TypeBusiness
Customer IntentFinancing Request
PriorityHigh
Existing CustomerYes
All key information extracted with 96% accuracy
POSTED TO ODOOUpdated
CustomerABC Enterprises
OpportunityBusiness Financing
Expected Revenue$500,000
Sales TeamFinancial Services
Expected ClosingNext Month
Opportunity StageQualified
Next ActionReview Financing Request
SalespersonJohn Smith
Last UpdatedJust now
Record updated successfully in Odoo

Odoo CRM covers leads, opportunities, pipeline stages, activities and quotations, so for the Banking tab this level of structured sales process is sensible.

Save Time

Automate CRM entries and eliminate repetitive after-call work.

Improve Accuracy

Capture valuable information about your customers regularly through conversations.

Real-Time Sync

Move the extracted conversation intelligence into the relevant Odoo records.

Better Decisions

Provide your sales and support teams with actionable, structured customer data.

Odoo CRM includes lead and opportunities management, sales pipeline stages, activities, calls and customer data within the CRM workflow.

Map AI Insights to Your Odoo Fields

Select what information Verbix.AI is able to extract and map to your business to your records and fields in the Odoo CRM.

Verbix.AI Extracted Data
Call Summary
Full Transcript
Customer Intent
Sentiment & Emotion
Key Topics
Budget / Amount
Timeline / Date
Product / Service Interest
Competitors / Solutions
Action Items / Next Steps
Compliance Results
Call Outcome
Map To Odoo
Lead
crm.lead
Opportunity
crm.lead
Customer / Contact
res.partner
Sales Team
crm.team
Salesperson
res.users
Expected Revenue
monetary
Probability
float
Pipeline Stage
crm.stage
Tags
crm.tag
Activities
mail.activity
Tasks
project.task
Notes
mail.message
Custom Fields
x_studio_*

The CRM pipeline in Odoo supports stages and opportunity management, and you can directly schedule and follow up activities on CRM records.

Odoo Record Updated
Updated
Opportunity Record
Expected Revenue:$250,000
Expected Close:60 Days
Stage:Qualification
Next Activity:Send Proposal
Customer Intent:High Purchase Intent
Source:Verbix.AI Sync
Automated Trigger Actions
Record Updated
Activity Created
Task Created
Note Added
Follow-Up Scheduled
Team Notified

From Conversation to CRM in Minutes — Without Manual Work

Verbix.AI automates the post-call workflow from conversation to Odoo CRM.

STEP 01

Conversation Happens

Your customer engages with your sales or support team via your current telephony or cloud PBX.

Call Capture
STEP 02

AI Transcribes the Call

The conversation is transformed into a text separated by speakers for analysis in Verbix.AI.

Speech-to-Text
STEP 03

AI Summarizes & Extracts Data

AI identifies customer intent, budget, timeline, topics, sentiment, commitments, and action items.

AI Analysis
STEP 04

Data Posted to Odoo

Extracted information is mapped to the relevant Odoo CRM records and fields.

CRM Auto-Sync
STEP 05

Workflow & Actions Triggered

Insights derived from the conversation enable the automation of follow-up actions, notes, tasks, records updates and notifications to team.

Automation

Key Benefits

Automated conversation intelligence for your sales and customer support teams in Odoo.

Productivity

Increase Agent Productivity

There is no need to enter CRM data repeatedly following each customer interaction.

Customer Intent

Capture Customer Intent

Capture important requirements, objections, buying signals, and commitments from conversations.

Data Accuracy

Improve Odoo Data Accuracy

Keep the CRM records organized and up-to-date with relevant information from conversations.

Faster Follow-Up

Faster Follow-Ups & Better CX

Help teams identify next steps and follow-up actions faster so they can respond more quickly.

Pipeline Growth

Drive Automation & Pipeline Growth

Turn customer conversations into structured CRM information to power sales and service workflows.

Customer Success Stories

Trusted by Customer Service & Sales Teams Worldwide.

See how businesses use Verbix.AI to convert customer conversations into actionable insights and enhance their sales and customer experience workflows.

Frequently Asked Questions

With Verbix.AI, you can integrate conversation intelligence with Odoo CRM workflows, helping you convert your customer conversations into structured CRM data such as summaries, extracted data, insights, and next actions.

Yes. Verbix.AI analyze conversations and summarize them into brief AI summaries highlighting main discussion points, customer needs, outcomes, and next steps.

Yes. Some conversational features that Verbix.AI detects include customer intent, budget, timeline, product interest, competitors, sentiment, topics, and action items.

Yes. The information from the extracted conversations can be linked to the corresponding records and fields of your Odoo CRM according to your business flow.

To Do Items and Next Steps from Conversations can be used to drive Follow-up workflows Odoo has activity management for CRM records: calls, emails, meetings, and planned activities.

Yes. Based on leads and opportunities - Odoo CRM offers various tools to manage your sales pipeline and activities such as converting a lead into an opportunity.

It brings customer conversation intelligence to CRM workflows, minimizes manual data capture, and makes key customer information simpler to capture, manage, and follow-up.

Connects with tools you already use

Verbix integrates seamlessly with your favorite CRM, ERP, helpdesk, and telephony applications to automate workflows.