CRM insights

If your CRM data is in a PostgreSQL or MySQL database connected to STYD, STYD can help you explore leads, opportunities and pipeline without exporting spreadsheets.

Questions you might ask

“How many new leads did we get this month, by source?”

“What is the value of open opportunities by stage?”

“What is our conversion rate from lead to won this quarter?”

“Which opportunities have had no follow-up in 30 days?”

It depends on where your CRM data is

These answers come from the CRM tables of a PostgreSQL or MySQL database that you connect to STYD. The quality of the answers depends on how complete and clean that data is.

STYD does not read the CRM or Projects apps of Odoo. This is true for an Odoo connected with an API key, with the STYD Bridge, or as a database connected directly: STYD says that it cannot read them yet instead of answering. See what STYD reads in Odoo today.

Clear definitions help: confirm what counts as a “lead”, a “won” opportunity or “active” pipeline in the AI Guide or in Brief your assistant.

Validate before acting

Pipeline and conversion figures guide real decisions. Check the logic and the numbers before relying on them.