Guard
Available at launch- On quotes: discount limits, payment terms, and a check that the client is not already overdue.
Available at launch Use case · illustrative
Win the work you discussed, bill what you delivered, and collect what you billed.
“Our CRM is three months out of date. Renewals are noticed after they lapse. Finance chases invoices by spreadsheet.”
Service firms don't sell stock, they sell time. Their leaks are in follow-ups, scope promised in meetings but missing from the proposal, renewals that lapse, and invoices that sit unpaid.
Last reviewed:
The business
Illustrative example- An IT services firm with 120 staff
- 300 active clients on annual support contracts
- Odoo 19 Enterprise with CRM, Sales, Subscriptions and Accounting
Free reading · 48 hours
Illustrative exampleWhat the free reading found
- Opportunities with no activity for more than 30 days
- 84 deals, ₹2.1 crore pipeline TODO(Kazim): USD figure
- Subscriptions ending in 60 days with no renewal quote
- 27 contracts, ₹58 lakh a year TODO(Kazim): USD figure
- Invoices overdue beyond the customer's usual pattern
- ₹46 lakh TODO(Kazim): USD figure
- Customers missing payment terms
- 41 customers
What Erpmate does every day
-
-
Cash
Available at launch (basic)- Reminders drafted to each client's real payment pattern, unreconciled payments matched, and a month-end open list.
Proposes only — never posts to your accounts.
-
Sales
Coming next- Meetings and email captured into the CRM, commitments turned into follow-up activities, and a follow-up email drafted after each meeting.
- The proposal checked against the scope discussed, and a renewal watch on every subscription.
Goals the owner tracks
Illustrative example
-
Renewals
Every renewal quoted 45 days before end date
-
DSO
Under 40 days
-
Open deals
None untouched for 21 days
Safe by design
-
Approve first
Nothing runs that you did not approve.
-
Shadow mode
Every rule practises before it acts.
-
Undo everything
An undo is stored before any write.
-
A "why" for every action
The rule, the evidence and the limits checked.
Related use cases
See what your Odoo is hiding.
Free. Read-only. Report in 48 hours.