Connect all data

PT EN

IntraDesk · demonstration

Connect
all data.

A chat in front of the systems the company already runs. The CRM, the invoices, and the shared folder meet in one conversation.

Follow the Acme question See the sources

CRM · Odoo

Pipeline and proposals

Customers, stages, value

Invoices

What is still unpaid

Paid, overdue, open

Shared folder

Files just saved

SMB · company

Quotations

What is still a conversation

Quotes not yet closed

IntraDesk

Waiting for a question

Before the link

The data is already there. It is not connected.

On Monday morning, Acme lives in three places. The CRM has the proposal. Finance has the overdue invoice. The folder has the lift code. Preparing the meeting means opening all three.

Not connected

CRM

Need 20 Desks

Proposal · 90% · €60,000

Not connected

Invoices

INV/2026/00004

€31,750 · overdue · 15 Sep

Not connected

Folder

Site visit

LIFT-B2-0402 · not in the CRM

Scroll. Each line connects to the question.

The link

One question pulls every line.

What is open with Acme?

00 / 04

  1. The CRM connects
  2. The invoices connect
  3. The folder connects
  4. OpenWood joins the same sentence

CRM · Odoo

Need 20 Desks

Proposal · 90% · €60,000

Invoices

INV/2026/00002–00004

€98,375 · 00004 is overdue

Folder

Site visit

Maria Alvarez · lift 2 April · LIFT-B2-0402

OpenWood

150 carpets

€40,000 · New · OW-TAPIS-150

IntraDesk

Not connected

The 20-desk proposal is at 90%, €60,000. Three invoices total €98,375, and INV/2026/00004 is overdue. Delivery waits on the lift booked for 2 April — the door code exists only in the shared folder. OpenWood is still in New: 150 carpets, €40,000, file code OW-TAPIS-150 only in the folder.

  • CRM
  • Invoices
  • Folder

Monday

What that connection gathers.

4 lines on one question
€60,000 Acme desk proposal
€98,375 Acme invoices still open
150 OpenWood carpets, still in New

Figures from the IntraDesk Demo company, not from real customers.

Sources

What the conversation can read.

The gateway exposes Odoo and the folder as tools. Each one is a line the chat can pull.

  • company_snapshotThe company at a glance.
  • list_customersWho the customers are.
  • list_pipelineWhat is in the funnel.
  • list_quotationsOpen quotes.
  • list_invoicesWhat is still unpaid.
  • list_shared_filesWhat is in the folder.
  • search_shared_filesSearch the folder.
  • read_shared_fileRead the file, including what the CRM does not have.

Path

How the connection is made.

  1. 01

    Someone asks in the chat.

  2. 02

    The gateway reads Odoo and the shared folder.

  3. 03

    The answer says where each fact came from.

IntraDesk

Connect
all data.
Then ask.

It does not replace the ERP. It sits in front of it and connects what is already there: the pipeline, the invoices, and the files someone just saved.