AI AGENT
George. Your AI agent for CRM.
Your sales team, accelerated.
Draft replies, summarize conversations, and suggest next steps using real customer context directly from your CRM. George brings AI for sales into your workflow so your team can focus on closing deals.
Faster replies. Consistent follow-ups.
With AI CRM automation, George handles drafts, summaries, and next steps — so your team focuses on closing, not typing.
Reply in seconds, not minutes
Context-aware drafts ready to review. Your team approves and sends — no blank page.
No more forgotten follow-ups
George suggests next steps based on conversation history. Less pipeline leakage.
Consistent tone across the team
Same quality whether it's a senior rep or someone new. Guardrails built in.
How George works inside your CRM
1
Reads context
Customer history, orders, tickets, messages — based on permissions.
2
George drafts
Replies, summaries, next steps — aligned with your tone and policies.
3
You send
Review, edit, approve. Everything stays in your CRM with full audit trail.
DEMOS
See George in action
Reply with real customer context
George uses AI for sales automation to check order history, previous chats, and account details before drafting a reply.
You review and send.
✔ Order and delivery context
✔ Previous conversation history
✔ Tone aligned with your brand
Follow-ups that don't slip
When an opportunity has no recent activity, George acts as an AI agent for CRM automation, by drafting a follow-up email using deal context. You approve and move on.
✔ Opportunity context included
✔ Next step suggestions
✔ Activity logged automatically
Catch up in seconds, not minutes
Long email thread or chat history? George uses AI CRM automation to summarize the key points and highlight action items so your team can quickly understand the situation.
✔ Key points extracted
✔ Action items highlighted
✔ Faster handoffs between reps
Resolve tickets faster
When a customer reports an issue, George uses AI for sales and support to review order status, previous tickets, and knowledge base information before suggesting a response. You adjust and send.
✔ Order and ticket history
✔ Knowledge base suggestions
✔ Escalation when needed
Where George delivers value fast
Questions you might have
No. George drafts and suggests. Your team reviews and sends. Nothing goes out without human approval.
Only what the user can access. George respects Odoo permissions — sales sees sales data, support sees support data.
George uses your brand guidelines, templates, and knowledge base. You can configure tone, common phrases, and escalation rules.
Need help with operations, not customers?
Import, clean, and automate internal processes.
Emma is the copilot for operations — data imports, master data cleanup, document processing, all with approval workflows.
Meet Emma
Turn conversations into closed deals
See how George can help your team reply faster, follow up consistently, and keep the CRM clean — without losing control.
Request a demo Back to AI Overview