Features

All your work in one window

Lugatis connects to your company's Odoo and gives every team the screen it needs. The screenshots below are taken from the app itself, with sample data.

Sales and quotes

Quotes: prepare, send, follow up

All your quotes on one board by stage: draft, waiting for approval, sent, viewed, won, lost. You see at a glance which quote is waiting.

  • See whether the customer opened the quote, and how many times
  • Revisions: Rev.1, Rev.2… earlier versions are kept
  • Manager approval above an amount you set
  • Reasons for lost quotes, with a report
Quotes board by stage
The quote's timeline: created, sent, opened

Branded PDF and ready-made texts

Add quote lines from the catalogue; the introduction, terms and closing come from templates. Cover and closing pages and product documents are added to the PDF automatically.

  • Sections, notes, optional lines, discounts and tax
  • Texts with fields: {customer}, {quote_no}, {validity}…
  • Payment terms and validity in one click
  • Customer sign-off through the Odoo portal
Lines, texts and terms on one screen

Sales report

Win rate, average time to close, reasons for lost deals and results per salesperson; for the last 1, 3 or 12 months.

  • Won, lost and open quote amounts
  • Win rate per salesperson
  • Breakdown of reasons for lost deals
Win rate, time to close and reasons for loss

eCommerce orders

Orders, abandoned carts and returns from your Odoo eCommerce shop in one list; keep orders to prepare and awaiting payment apart.

  • Carrier and tracking number
  • Call, message or email the customer in one click
  • Reminders for abandoned carts
Orders, carts and returns

Point of sale and restaurant

Floor plan and orders

Draw your floor in your own layout; occupied tables, guests and amounts show at once. Take the order, send it to the kitchen, split the bill.

  • Products as cards in 4–5 columns, or as a list
  • Line notes: "not spicy, medium rare"
  • Kitchen ticket, interim bill, split bill
  • Receipts on a thermal printer (ESC/POS)
Floor plan: occupied tables and their amounts
Categories, products and the table's order

Manager screen and end of day

Revenue, profit, tax, payment methods and best sellers. Close open tables from here and print the end-of-day report with one button.

  • 6-digit PIN, locks itself after 5 minutes of inactivity
  • Gross profit (sales − cost)
  • If the internet goes down, the tills still see each other on the local network
The day's summary and open tables

Call system

A softphone and call centre on your existing phone system: callers show up by their Odoo name, calls are recorded, transcribed on your computer and summarised as a note in Odoo. An AI assistant answers calls after hours.

Call bar
The call bar on top of every screen: duration, line quality, hold, mute, transfer, two lines, result code, tags and status

A softphone that works with your phone system

Connects with the extension of your VoIP provider (any SIP phone system); no separate device or program needed.

  • Incoming callers are matched to an Odoo contact or CRM opportunity; the Customer 360 summary opens
  • Call in one click from CRM, the phone book and lists
  • Two lines: hold, switch between lines and transfer
  • Sound quality that adapts to the network (Opus), echo cancellation, encrypted audio (SRTP)
  • Live line quality indicator (loss, delay, MOS)
  • Every call is logged in the history of the related Odoo record
Incoming call: the caller shows up by their CRM opportunity
Line 1 on hold, talking on line 2

Call centre

Agent status, a result code and tags after each call. With the Lugatis call centre module in Odoo, the lists are managed in Odoo, and calls and status changes are recorded there.

  • Status: Available, Manual, Meeting, Break, Lunch; calls only reach "Available" agents
  • Result codes: Successful, Sale, Call back, No answer, Busy… with a note
  • Call time goes to the timesheet of the linked task's project
  • After-call satisfaction survey (NPS): offered after the call or sent automatically; results in the dashboard
  • A call-back activity for missed calls (with automation)
Result code and note at the end of a call
Choosing the agent status

Recording, transcription and summary

Each side of a call is recorded on its own channel and transcribed on your computer, so it is clear who said what. The AI summary picks out the request, the promises made and the next step.

  • Transcription runs on your device (Whisper); the audio is never sent out
  • Listen to recordings in the app, skip back and forth
  • The summary can be added as a note to the Odoo record
  • From the call history, create a contact, an activity or a record
The transcript, split into you and the other side
Dial pad and recent calls: recording, transcript, note

AI phone assistant

Answers calls after hours (or always, to try it): it says it is an AI assistant, listens, understands and replies in speech. Without a language model it takes a message.

  • The conversation lands in the call history with its transcript; summary and Odoo note as for any call
  • With automation: a CRM opportunity for callers asking for a quote, and a notification for you
  • Calls the assistant took, and their summaries, are waiting for you on My day
A flow that turns an after-hours quote request into an opportunity

AI and automation

From request to draft quote

Paste the customer's message; products and quantities are picked out and matched to your catalogue. You check them and add them to the quote.

  • Lines not found in the catalogue are shown separately
  • Conditions (payment, delivery) go into the terms
  • A suggested follow-up email
Lines from the customer's message

Assistant: ask it, have it build

Answers questions like "What is the total of overdue invoices?" from your Odoo data; describe the automation you want and it sets it up.

  • Read-only; asks for your approval before changing anything
  • Shows which records it looked at
Questions and a suggested automation

Automation flows

When something happens (a call, an email, a chat, an Odoo record, a time of day), check conditions, then create records in Odoo, send notifications, emails or messages.

  • Drag-and-drop flow editor
  • AI step: classifies or summarises text
  • Ready-made templates and run history
A call-back activity for a missed call

You choose the AI

By default the model runs on your computer and no data leaves it. If you like, connect Claude, OpenAI, DeepSeek or Gemini with your own key and choose which one does which job.

  • A service per job: email, assistant, summaries, receipt reading…
  • Explicit consent and information for cloud services
Services and the choice per job

Finance

Reading receipts and invoices

Drop in a photo or PDF of a receipt, or an e-invoice XML; vendor, tax number, date, amount and tax are filled in and saved to Odoo as an expense.

  • Folder watching: documents put in a folder are read
  • Duplicate check
  • Reading happens on your computer, free of charge
A receipt read and its fields filled in

Management

Projects and timeline

Plan tasks by dragging them, see dependencies, follow each person's workload.

  • Group by project or by person
  • Kanban, to-dos and activities
Project timeline

Only the modules you use

Choose which modules are on; your admin can install the Odoo module they need from here. The menu stays simple.

  • Modules, plugins and Odoo apps in one place
  • Arrange the menu in your own order
Switch modules on or off

Other modules

All in the same app; you switch on only the ones you use.

Chats

Odoo Discuss and website live chats in one list; searchable even offline.

Email

Your accounts, templates, AI replies and translation; create records from an email.

CRM

Opportunities as a list or kanban; stages, won / lost.

Customer 360

When the phone rings: open quotes, unpaid invoices, recent calls and tickets on one card.

My day

What needs you today: incoming email, missed calls, activities; prioritised with AI.

Invoicing and collections

Customer and vendor invoices, overdue items, payments, PDF.

Helpdesk

Tickets with stage, priority, assignment and customer history.

Calendar

Your Odoo and email calendars together; meeting invitations and reminders.

Meeting recorder

Send a note-taker to your meeting; recording, transcript and summary.

Stock and prices

Stock lookup, bulk price updates with a preview.

Report emails

Revenue, stock levels, overdue receivables; by email every day or week.

Multi-company and branches

Switch companies in one click; branches and currencies.