Guard
Available at launch- Checks every quote when it is sent or confirmed: price floor, discount, margin, stock available by the date, real lead time, credit and overdue balance, duplicates.
Coming next Use case · illustrative
A pipeline you can believe: a CRM filled from real conversations, and deal risks with reasons.
The problem. Salespeople do not update the CRM. Customer conversations happen in email, WhatsApp and meetings and never reach Odoo. What the customer asked for and what was quoted drift apart. Forecasts are guesses.
Last reviewed:
The question they ask
Is the pipeline real?
What Erpmate gives them
A CRM filled from real conversations, deal risks with reasons, and a forecast showing the rep, manager and AI views side by side.
The business
Illustrative example- A distributor with ₹120 crore revenue TODO(Kazim): USD figure
- Two companies, three warehouses, 40 Odoo users
- Odoo 18 Enterprise
Free reading · 48 hours
Illustrative exampleWhat the free reading found
- Quotes in 90 days below the margin floor the team says it uses
- 214 quotes, ₹38 lakh margin lost TODO(Kazim): USD figure
What Erpmate does every day
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Sales
Coming next- Captures email, meetings and WhatsApp (with consent) and fills the CRM from them, with the source sentence shown beside each value.
- Deal risk with reasons: champion gone silent, competitor named, close date pushed three times.
- Up Next: each rep's prioritised list of what to do today, and follow-up email drafts after meetings, never sent without a click.
- Forecasts with the rep's, manager's and AI's views side by side.
Goals the owner tracks
Illustrative example
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Discount leakage (Guard)
Under 2% of quoted value by 31 March
Safe by design
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Approve first
Nothing runs that you did not approve.
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Shadow mode
Every rule practises before it acts.
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Undo everything
An undo is stored before any write.
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A "why" for every action
The rule, the evidence and the limits checked.
Related use cases
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