A mid-sized real estate SME, using Odoo 18 Community Edition to manage sales, CRM, contracts, and finance.
The business faced challenges with manual data entry, slow lead follow-up, and disconnected workflows across Odoo modules.
The Challenge
While Odoo CE provided a solid ERP foundation, the workflows were reactive and required significant manual coordination:
- Sales teams manually qualified and assigned leads.
- Inventory was replenished based on fixed reorder rules, not market demand.
- Payment follow-ups were inconsistent and time-consuming.
- Contract and document validation lacked automation.
- Cross-department coordination involved multiple clicks across modules.
The client needed a solution that could make Odoo proactive—automating repetitive work, adapting to data changes, and keeping humans only where critical decisions were required.
The Solution: Odoo + App Flexor Agentic Workflows
We deployed App Flexor as an AI-powered orchestration layer on top of Odoo 18 CE.
App Flexor acted as the “agent brain”, listening to Odoo events, applying AI logic, and taking autonomous actions back inside Odoo.
Key Agentic Workflows Implemented:
1. AI-Driven Lead-to-Customer Conversion
- Trigger: New lead created in Odoo CRM via web form, WhatsApp, or property portal.
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App Flexor Agent Actions:
- NLP classification (budget, location, urgency).
- Automatic field population in Odoo.
- Smart assignment to sales reps based on workload and territory.
- Personalized WhatsApp/email outreach sent instantly.
- Impact: Lead qualification time reduced from 2 hours to under 5 minutes.
2. Smart Inventory Replenishment
- Trigger: Inventory level changes in Odoo Stock module.
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App Flexor Agent Actions:
- Demand prediction using sales trends and seasonality.
- Automatic purchase order creation in Odoo for approval.
- Impact: Zero stockouts in 3 months, 15% reduction in excess inventory.
3. Automated Invoice & Payment Collection
- Trigger: Invoice due date approaching in Odoo Accounting.
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App Flexor Agent Actions:
- Sends proactive WhatsApp/email reminders.
- Offers partial payment options when overdue.
- Impact: On-time payment rate increased by 27%.
4. Contract & Document Compliance
- Trigger: New document uploaded to Odoo Documents app.
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App Flexor Agent Actions:
- OCR + AI data extraction (expiry dates, owner names, property details).
- Flags missing or invalid documents.
- Creates follow-up tasks in Odoo Projects.
- Impact: Reduced compliance errors by 40%.
5. Cross-App Deal Coordination
- Trigger: Sales deal marked as “Won” in Odoo CRM.
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App Flexor Multi-Agent Actions:
- Reserve stock in Inventory.
- Generate invoice in Accounting.
- Create delivery order in Logistics.
- Impact: Deal processing time cut by 50%, fewer missed steps.
The Technology Stack
- Odoo 18 Community Edition – Core ERP backbone.
- App Flexor – AI-powered low-code platform for agentic workflow orchestration.
- AI Models – NLP for lead classification, forecasting for inventory, OCR for document parsing.
- Integrations – Odoo REST APIs, WhatsApp Business API, Email Automation.
Business Impact
- Productivity Gain: Sales team now spends 80% of time on active selling, not admin work.
- Faster Response Times: Leads responded to within minutes, not hours.
- Smarter Decisions: AI recommendations for stock and pricing improved margins.
- Scalable Automation: Agents can be extended to HR, marketing, and property management.
Conclusion
By pairing Odoo’s robust ERP capabilities with App Flexor’s agentic workflow automation, the client transformed their ERP from a passive data system into an active business partner.
The result: higher efficiency, faster deal cycles, and data-driven decision-making—all without upgrading to Odoo Enterprise or adding heavy custom code.
