Small Medium Teams
Odoo CRM automation,
without exposing your customers.
Whether you run self-hosted Odoo, Odoo.sh or Odoo Online, connect your instance and start driving leads, contacts and deals from chat. SCRS pseudonymises customer data before it reaches the model, so your pipeline intelligence doesn't become someone else's training set.
Real work. Plain English.
Your team stops clicking through Odoo screens and starts asking.
You
“Show me all leads in the UK region marked as ‘hot’ that haven't been touched for two weeks.”
Other Me
Eight leads match. Combined expected revenue: £96,500. Want me to prioritise by revenue or last activity?
You
“Create a new deal in the Enterprise pipeline for Globex, value £120k, expected close in six weeks.”
Other Me
Deal created in Enterprise pipeline. Expected close: 31 May 2026. Stage set to Qualified. Linked to Globex's existing account record.
You
“Update the custom field ‘ProcurementBoard’ on the Acme deal to ‘Approved’.”
Other Me
Field updated. I've logged an activity on the deal so the next rep knows procurement cleared it.
You
“List contacts at Acme with the title Finance Director or CFO.”
Other Me
Two contacts match. Want their email addresses, last interaction dates, or both?
9 tools. Everything the sales module touches.
Works with Odoo 15 and above.
Leads
Create, list, update, convert to opportunity, qualify or disqualify with reason.
Contacts
CRUD on individuals and companies, link them together, pull message history.
Deals (opportunities)
Full CRUD, pipeline stage tracking, probability and expected-value updates.
Custom fields
Read and write custom x_fields on leads, opportunities and contacts with type-coercion.
Self-hosted? Still secure.
Odoo's approach to auth is different from the others — we use per-user API keys rather than OAuth. You supply URL, database, username and API key; we encrypt the key at rest with AES-256-GCM, and scope calls to the user's permissions inside Odoo.
SCRS still redacts customer PII before any model sees it, and every call — read or write — is logged to the team's audit trail.
- Works with self-hosted. If your Odoo runs on your own VPS or private cloud, we connect to your URL over HTTPS.
- Permissions mirrored. The AI cannot do anything the API-key user can't do in the Odoo UI.
- Key rotation on demand. Rotate a team member's Odoo key in Other Me's admin without touching Odoo.
- Audit trail per write. Every lead create, deal update and field write is logged with user, timestamp and payload summary.
Connect Odoo in five minutes
A little longer than OAuth integrations because you supply the API key manually.
Generate an Odoo API key
In Odoo, go to your user preferences → Account Security → New API Key. Name it Other Me.
Enter connection details in Other Me
Settings → Integrations → Odoo. Enter your Odoo URL, database name, username and the API key. We encrypt the key immediately.
Test with a read
Type “show me today's new leads” to confirm the connection works. You're live.
Odoo integration: FAQs
Which Odoo versions are supported?
Odoo 15, 16, 17 and 18 are tested. Earlier versions probably work but aren't officially supported. Both Community and Enterprise editions are fine.
Will it see custom x_studio fields?
Yes. Studio-generated fields on leads, opportunities and contacts are introspected at call time and surfaced to the assistant. You refer to them by label, not technical name.
What about other Odoo modules — invoicing, inventory, HR?
Current release covers CRM (leads, opportunities, contacts). Sales orders, invoicing and inventory modules are on the roadmap. Let us know which modules matter most to you and we'll prioritise by demand.
Does it respect Odoo's record rules?
Yes. The API key executes as the connected user, so Odoo's own record-level security rules apply. A sales rep's assistant only sees the leads that rep would see in the UI.
Odoo CRM, without the tab-switching
7-day business trial. Connect any Odoo instance in five minutes.