Odoo CSTD

Access portal

Team access

Account creation

A one-time code will be sent to confirm your email.
Final verification will activate your account.

Administration

Admin

Shared ChatGPT key
Global configuration for the shared key.
Backups
Job status
Idle
Type Backup Updated Size Class Action
No backups found.
Restore overwrites the current database and triggers maintenance mode during the operation.
Users & access
0 users
User Last login Created Actions
No users found.
Impersonate ends the admin session and opens the app as that user. Reset clears all user data but keeps the account. Delete removes the user and all data.
Integrations
This section is being prepared.
Activity log
This section is being prepared.
Loading data
Add Subscription
Add Upsell
Add Success Pack

💰 Odoo CSTD Management

  • 🎯 Dashboard
  • 📊 Stats
  • ⭐ Subscriptions
  • ♻️ Renewals
  • 📗 Upsells
  • 🧩 Success Packs
  • ☑️ Tracking
  • 📈 Targets
  • ⚙️ Settings

No CV mix data yet.

No client currency data yet.

No commission data yet.

Client Original Amount Converted Amount Added to Target Frequency Renewed
Client Description Original Amount Converted Amount Added to Target Frequency Date
Add New Upsell
Fill with Chat GPT Vision
Drag and drop screenshots or click to upload.
Edit Upsell

Add Success Pack (NRR)

Fill with Chat GPT Vision
Drag and drop screenshots or click to upload.

Success Pack List

Client Description Original Amount Converted Amount Date
Add QBR
QBRs
Success Stories
Webinars
Add R&D Feedback
R&D Feedback

Settings

Sign out and return to the access portal. All data is saved.
One-time initialization from Odoo export.

Required columns (case-insensitive):

  • Customer/Client
  • Next Invoice/Renewal (date)
  • Total Recurring/Amount (currency + value)
  • Recurring Plan/Frequency
  • Subscription Status

Initial import completed. Excel import is locked.

Use Reset Data to re-enable.

Clears all data. This action cannot be undone.
ChatGPT API key
ChatGPT model
Soft-deleted records stay stored here and can be restored.
No deleted records.
Unlinked records
No orphan records.

💲 All non-USD amounts are automatically converted to USD at the time of update.

Last updated —

🔒 Data is processed and stored securely on this server; screenshots are sent to Chat GPT when using Fill.

Odoo ©️ DDEM

Add New Client
Fill with Chat GPT Vision
Drag and drop screenshots or click to upload.
Renew Client
Edit Renew
Target Adjustment
  • Contacts
  • Mailing
AI Matching
Run AI only on contacts with status unlinked.
Contact Email Company from label Suggested company Confidence Status Actions
No contacts found.
Company filters
Start empty, then narrow the list with filters or manual picks.
Multi-select supported (Cmd/Ctrl + click).
Export variables
No variables defined yet.
Export creates one row per selected, linked contact.
Companies: 0 Eligible contacts: 0 Selected contacts: 0
No companies selected yet. Add filters or use manual selection.
  • Monthly Leaderboard
  • Quarterly Leaderboard
  • Yearly Leaderboard
Current month
Sort by
Current quarter
Sort by
Current year
Sort by
System Info