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Neuclon / Customer 360 playbook
How Neuclon + Odoo + Teams + Outlook create a unified Customer 360.
Odoo CRM, Microsoft 365 and Neuclon’s intelligence layer connect correspondence, meetings, files and actions into one customer context. Your team keeps working in the apps it knows; Neuclon orchestrates across them.
Odoo CRMAccounts, leads, opportunities, orders
OutlookEmails, calendar, follow-ups
TeamsMeetings, transcripts, collaboration
OneDriveFiles, proposals, contracts
Connected data layers
01
CRM system of recordOdoo keeps the customers, pipeline, orders and account activity.
02
Communication captureOutlook brings in customer correspondence and scheduled meetings.
03
Conversation intelligenceTeams meetings and their transcripts add what was said and agreed.
04
Content contextOneDrive files attach proposals, decks and contracts to the customer.
NEUCLONAI INTELLIGENCE LAYER
Customer 360Unified customer view, linked to the account in Odoo
Neuclon intelligence on top
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Customer 360 viewOne place for the contacts, emails, meetings, files and CRM activity of each account.
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Opportunity intelligenceSummarizes account history, risks and open questions, and suggests the next best action.
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Relationship memoryMeeting notes, transcript highlights and open commitments, kept with the account.
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Workflow automationFollow-ups, tasks, account briefs and handoffs, prepared by agents and approved by a person.
In the app
Every connected app on one desktop, with one sign-in.
Odoo, Outlook, Teams and OneDrive appear under Apps as soon as they are connected. Odoo opens already signed in; the Odoo Builder customizes it in plain words.

What it looks like
Before the meeting, not after an hour of searching.
Brief me on Lakeshore Foods before my 2 pm call.
NEUCLON · CUSTOMER 360
- Odoo: two open opportunities and one late sales order, with the reason the customer gave.
- Outlook: the last six emails, including an unanswered question about lead times.
- Teams: last week’s call, with what was agreed and who owes what.
- OneDrive: the current proposal and the signed contract.
- Next best action: confirm the new ship date, then send the revised proposal. Drafted for you to approve.
Illustrative example. Customer names are invented.
Illustrative value
75%FASTER PREP20 minutes down to 5 for each customer brief
600 hCAPACITY RETURNED10 people · 5 briefs a week · 48 weeks · 15 minutes saved each
$42KCAPACITY VALUE600 hours × $70 loaded hourly cost
An illustration with the assumptions shown, not a customer result. Use your own numbers.