Sales

Helpdesk - Cloud & Infrastructure

Generic cloud and infrastructure helpdesk categories (vendor-agnostic)

Helpdesk - Patrii Cloud Customizations

Patrii Cloud specific helpdesk customizations with OpenStack project tracking

Import electronic orders with UBL

Lynx AI Assistant

Provider-agnostic AI dispatch service + /LynxAI power-menu command

Lynx Advanced Accounting & Finance

Enterprise-grade accounting and financial management system

Lynx App Catalog

Module catalog data layer — classification, curated overlays, industry mapping.

Lynx App Drawer

Full-screen searchable app drawer replacing the navbar apps dropdown

Lynx Appointments

Universal appointment booking system with Calendly-like personal pages

Lynx Appointments - CRM Integration

Book appointments directly from CRM opportunities

Lynx Appointments - Calendar Bridge

Smart buttons and navigation between calendar events and appointments

Lynx Appointments - Contacts Bridge

Appointment smart buttons and fields on contacts

Lynx Appointments - Employee Bridge

Appointment smart buttons on employee form and department-based onboarding

Lynx Appointments - Sales Integration

Payment gate and sale order integration for appointments

Lynx Appointments - Spreadsheet Dashboard

Appointment analytics dashboard and spreadsheet integration

Lynx Base - Website

Lynx Base integration for Website module

Lynx CalDAV Calendar Sync

Bidirectional calendar sync with CalDAV servers (Poste.io, Nextcloud, etc.)

Lynx Calendar

Calendar UX enhancements: visible invitations tab, per-attendee send button

Lynx Credit Management

Credit note management with refundable vs promotional credits

Lynx Currency Exchange

Automatic live currency exchange rate updates

Lynx Debranding

Complete debranding and white-label customer branding solution

Lynx Debranding - Website Extension

Website debranding features for Lynx

Lynx Demo Builder

Internal Odoo tours plus Arcade-style captured walkthroughs across any tab.

Lynx Discuss Bot

Media bot platform — joins calls via WebRTC for recording, transcription, AI

Lynx Discuss Bot - AI Summary & Action Items

AI-generated meeting summaries (brief, detailed) and action items from a transcript. Anthropic / OpenAI pluggable.

Lynx Discuss Bot - Transcription (Whisper STT)

Speech-to-text for Discuss recordings via Whisper. Verbatim transcripts with timestamp-aligned segments.

Lynx Discuss Control

Call control panel — moderator role, mute others, shared control

Lynx Discuss Recording

Record video calls from Discuss channels

Lynx HR Job Skills (AI Extraction)

AI-extract required skills from a job description into hr.job.skill_ids.

Lynx HR Premium

Lightweight Lynx-premium HR helpers that work on Odoo Community.

Lynx Helpdesk - SaaS & Business Services

SaaS and business services industry types for Lynx Helpdesk

Lynx IAP (Sovereign Client)

Patrii-owned In-App Purchase client — replaces Odoo IAP without depending on it.

Lynx IAP Hub

Central IAP Hub for OCR Learning, Lead Enrichment, and Data Services

Lynx IAP Hub — Compliance & Feature Sales

Self-service purchase of license features (compliance frameworks, add-ons).

Lynx IAP Hub — Enrich Layer Provider

Lead-enrichment IAP services backed by enrichlayer.com.

Lynx IAP Hub — Lead Generation (Mining)

Lead generation / mining IAP service ('reveal') backed by enrichlayer Search.

Lynx IAP Hub — Licensing Bridge

Explicit License ↔ IAP account ↔ Wallet ↔ Invoice binding.

Lynx IAP Hub — Partner Autocomplete Shim

Drop-in replacement for Odoo's partner-autocomplete IAP service.

Lynx IAP Hub — Portal

Hub-side customer portal (wallets, transactions, top-up).

Lynx IAP Hub — Sale Bridge

Credit IAP wallets from posted sale invoices (auto-installs when sale + account are present).

Lynx IAP Hub — Sale × Enrichlayer Bridge

Enrichment credit-pack top-up products for the IAP hub.

Lynx IAP Hub — Sale × Lead Generation Bridge

Lead Generation credit-pack top-up products for the IAP hub.

Lynx IAP × AI Assistant Bridge

Route lynx_ai_assistant OLG calls through the Patrii IAP hub.

Lynx IAP × Partner Autocomplete Bridge

Converts enrichlayer specialities to partner tags on autocomplete.

Lynx IAP × Purchase OCR Bridge

Route lynx_purchase_ocr_ai OLG calls through the Patrii IAP hub.

Lynx IAP — Portal

Customer portal pages for Lynx IAP accounts (auto-installs with portal).

Lynx Interac e-Transfer Payments

Automatic Interac e-Transfer payment detection, matching, and reconciliation

Lynx Invoicing

Invoice reconsolidation and outstanding balance management

Lynx Knowledge

Collaborative knowledge base with real-time editing

Lynx Knowledge - Accounting Integration

Link knowledge articles to invoices and accounting entries

Lynx Knowledge - Appointments Integration

Link knowledge articles to appointment bookings

Lynx Knowledge - CRM Integration

Link knowledge articles to CRM leads and opportunities

Lynx Knowledge - Calendar Integration

Link knowledge articles to calendar events and meetings

Lynx Knowledge - HR Integration

Link knowledge articles to employees

Lynx Knowledge - Helpdesk Integration

Link knowledge articles to helpdesk tickets

Lynx Knowledge - Partner/Contact Integration

Link knowledge articles to contacts and companies

Lynx Knowledge - Project Integration

Link knowledge articles to projects and tasks

Lynx Knowledge - Sales Integration

Link knowledge articles to sales orders

Lynx Knowledge - Subscription Integration

Link knowledge articles to subscriptions

Lynx License Enforcer

Proprietary License Enforcement for Lynx Platform

Lynx Licensing

Generic licensing infrastructure for any product

Lynx Licensing - Feature Subscription Bridge

Sell license features as subscriptions that attach to an existing license and auto-revoke on lapse

Lynx Licensing - Sale Bridge

Sell software licenses through standard Odoo Sales

Lynx Licensing - Subscription Bridge

License validity follows the sale.subscription period automatically

Lynx LinkedIn Integration

LinkedIn OAuth integration for user profiles and contact enrichment

Lynx Live Chat Helpdesk

Create support tickets from live chat conversations

Lynx Mail Management

Complete mail management system for Lynx Platform

Lynx Meeting Agenda & Minutes

Structured agendas, minutes, attendance and action items for meetings

Lynx Meeting Recording

Bridge: connect meetings with recording sessions

Lynx OCR (Generic Core)

Generic OCR engine for invoices and receipts. Bridges add purchase / accounting / expense integration.

Lynx OCR - Accounting Bridge

Wires the generic Lynx OCR engine into Odoo Accounting: drag-drop on Vendor Bills, auto-create bills from invoices.

Lynx OCR - Expenses Bridge

Wires the generic Lynx OCR engine into Odoo Expenses: drag-drop on Employee Expenses + self-invoice routing.

Lynx OCR - Purchase Bridge

Wires the generic Lynx OCR engine into the Purchase module: drag-drop on Purchase Orders, 3-way matching, auto-create POs from invoices.

Lynx Platform Base

Base configuration module for Lynx Platform

Lynx Podcast

Complete podcast platform with paywall and website integration

Lynx Premium Framework

Premium feature framework for Lynx modules

Lynx Purchase OCR - AI Assist Bridge

Use a configured LLM to enhance OCR extraction when traditional parsing falls short.

Lynx Sale Subscription

Manage recurring subscription contracts, billing holds, reminders, and audit trail

Lynx Sign - Electronic Signature Platform

Advanced electronic signature solution - Sign PDF and DOCX documents online

Lynx Theme

Professional theme and visual identity for Lynx ERP/CRM Platform

Lynx Theme - Website

Lynx Theme integration for Website module

Lynx Universal Helpdesk System

Universal helpdesk system for any industry - helpdesk, maintenance, customer service

Lynx Vitrine - Appointment Bridge

Carry Appointment content (appointment.type) in vitrine site export/import

Lynx Vitrine - Blog Bridge

Carry blog content (blogs + posts) in vitrine site export/import

Lynx Vitrine - E-commerce Bridge

Carry E-commerce content (product.template) in vitrine site export/import

Lynx Vitrine - Knowledge Bridge

Carry public Knowledge articles and their tree in vitrine site export/import

Lynx Vitrine - Podcast Bridge

Carry Podcast shows & episodes (audio/video/stream) in vitrine site export/import

Lynx Vitrine - Recruitment Bridge

Carry Recruitment content (hr.job) in vitrine site export/import

Lynx Vitrine - eLearning Bridge

Carry eLearning courses & slides in vitrine site export/import

Lynx Vitrine - lynx.patrii.ca Content

Marketing pages for lynx.patrii.ca built on the Lynx Vitrine framework

Lynx Website Access - Version Bridge

Per-user access filtering for page versions and draft sessions

Lynx Website Access Control

Multi-website user access control

Lynx Website Builder Extensions

Lynx additions to the Odoo website builder (clickable cards, etc.)

Lynx Website Subscription

Subscription pricing snippets for your website

Lynx Website Version

Page versioning, rollback, draft mode, and site export/import for the website editor

Lynx Website Vitrine

Code-first vitrine framework: snippet library, theme tokens, YAML page DSL, template store

Lynx Website Vitrine Hub

Module catalog, template compilation, and premium registration for Lynx Vitrine

Margins in Sales Orders

Opportunity to Quotation

Patrii Cloud - Domain Subscription Bridge

Bind domain registrations to sale subscriptions for recurring billing

Sale - SMS

Ease SMS integration with sales capabilities

Sale Loyalty

Use discounts and loyalty programs in sales orders

Sale Loyalty - Delivery

Adds free shipping mechanism in sales orders

Sale Purchase

Sale based on service outsourcing.

Sale Purchase Project

Technical Bridge

Sales

From quotations to invoices

Sales - Project

Task Generation from Sales Orders

Sales - Service

Interaction between Sales and services apps (project and planning)

Sales Expense

Quotation, Sales Orders, Delivery & Invoicing Control

Sales Expense Margin

Sales PDF Quotation Builder

Sales Teams

Sales Teams

Sales Timesheet

Sell based on timesheets

Service Margins in Sales Orders

Bridge module between Sales Margin and Sales Timesheet