Coming next Use case · illustrative

What Erpmate does in Odoo CRM

The problem. Reps don't log calls or emails. Leads go cold. Stages say "Proposal" with no proposal sent.

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Last reviewed: November 2, 2026

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What Erpmate does every day

Sales
Coming next
- With consent, captures email, meetings and WhatsApp into the CRM and fills fields from them, each value shown with its source sentence.
- Turns promises into activities, and flags stage changes the evidence doesn't support.
- Lists deal risks with reasons, and gives every rep an Up Next list.
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A worked example

Opportunity · after a Zoom call

Illustrative example

Erpmate Sales

Budget ₹15 lakh ("we've set aside about 15"), decision by 31 Jan, competitor named. Activity created: "Send reference list by Friday." TODO(Kazim): USD figure

Goals the owner tracks

TODO(Kazim): goals for this use case. The Use Cases doc lists none.

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.

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