Activity Report
Read what has been happening on Odoo, live, as you: a business-wide brief (pipeline by stage, new leads, notes, meetings, work in flight) or your own day (what you owe, what's closing soonest, what the team wrote). Read-only — never writes. Backed by all six business dashboards.
Close Deal
Take an open lead to a decision in Odoo, live, as you: confirm the customer record, close it won or lost with a reason that survives, and on a win raise the draft quotation that follows — then read back the order and what is still outstanding. For filling the pipeline use manage_leads; for reading it, activity_report.
Manage Leads
Act on the pipeline in Odoo, live, as you: create a new lead from a conversation, or walk your open leads to a status — stage moves, revenue, notes, follow-ups — with every write applied as your linked Odoo user. For reading what has been happening instead of acting on it, use activity_report; for a guided sweep of everything outstanding, use pending_task.
Pending Task
Sweep everything outstanding on Odoo — overdue and due activities, open tasks, and leads that have gone stale — and ask you for a status on each, one at a time, then write the answer straight back: complete the activity, log the note, move the stage. Run on demand; nothing is swept without you answering for it.