Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) |
Community Apps Dependencies | Show |
Lines of code | 2826 |
Technical Name |
pbx_crm |
Website | https://modool.pro |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) |
Community Apps Dependencies | Show |
Lines of code | 2826 |
Technical Name |
pbx_crm |
Website | https://modool.pro |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Odoo PBX VoIP integration with popup notifications
use phone call automation in Odoo
During phone calls, you get popup notification(the same as on screenshot below).
From this popup notification, you will know not only the name of the Client,
what Company he is from, what his function is, but also see all his Leads.
In one click you can open: the Phone call form, Contact, Lead, or other model form, which is bonded with this phone call.

Popup notification on inbound phone call in Odoo
Classic click2dial button
make phone call from Odoo in one click
Your Odoo has a directory of Partners and their phone numbers.
Speed up your business process with a one-click call to Partner.
Now there is no need to be afraid to make a mistake when dialing 10 digits of a phone number.
You will forget how it was before: look at the monitor, remember the 3 digits, look at the phone,
enter the digits, look at the monitor, find next 3 digits, enter in the phone, on the monitor, in the phone, on the monitor, in the phone...
Now you just need to press the "call" button for make phone call.
You can also enable lead generation for outgoing calls if your business process requires it.

"Make phone call" button in Partner from

Make phone calls from phone calls list
Phone calls in Threads
Use phone calls in model Discuss.
You will see phone calls in the Thread of: Contacts, Leads, Opportunities, Sale Orders, Tasks, Employees, ...
any model containing the Discussion Thread.
Phone calls will be displayed in chronological orderalong with emails, SMS messages,
notes, viber, telegram, whatsapp, skype, ... messages.
Listen to audio records of calls directly from the form Thread.
You will be able to make text descriptions of phone calls and see these descriptions in the Thread.
You can easily and quickly rebind a phone calls from the Lead thread to the Contact thread or another model thread..

VoIP phone calls in Lead's thread
Classic phone calls list in Odoo
phone calls with audio player, images and descriptions
A familiar list of all calls, with an audio player, call descriptions, and contact photos.

Phone calls list in your Odoo

Phone call form with audio player in your Odoo
Phone calls statistic
Odoo statistic diagram by all Company phone calls
You can analyze statistics of call data: number, duration, call statuses, operator, ....
In conjunction with call tracking technologies and our other modules, you can analyze UTM data..

Phone call statistic pivot view in Odoo

Phone call statistic graph view in Odoo
Auto-generate Contacts, Leads, Tasks, Requests,... from phone calls
autobind phone calls to existed Threads and manual rebind
You can enable the generation of Leads, Tasks, Requests, ... for incoming and / or outgoing calls for each PBX extension line. Very flexible settings. Your Contacts will be created automatically from calls. Your calls will be automatically linked and displayed in the feeds of the models. When a Contact is generated, the phone will be automatically filled in. The Country will be automatically determined and filled in by the telephone prefix.

Auto-create from phone call settings

This Lead was generated and filled automatically from phone call
Auto-burning on missed phone calls
auto-un-burning on make call back
When your operator missed a Client's phone call, then operator will see this call in the "MISSED, BURNING" calls menu.
When the operator calls back on "BURNING" phone call gets through (or if the client calls back and gets through),
the call is automatically "UN-BURNING" (disappears from the list of "burning" calls).
If the operator missed the call, then in the Record associated with the call (Contact, Lead, Task, ...),
a "Call Back" task will be automatically created for the responsible manager.
You can also enable the marking of missed calls with an "Star",
and all missed calls will be accumulated in the "Starred" menu,
but after the call back, this mark will have to be removed manually.

Missed phone calls list

Missed phone call form
Please log in to comment on this module