$ 879.65
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 4282 |
| Technical Name |
ringcentral_lead |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 15.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 4282 |
| Technical Name |
ringcentral_lead |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 15.0 17.0 18.0 19.0 |
Ringcentral Lead
Transform every RingCentral interaction into new business opportunities with seamless Odoo CRM integration. Instantly create CRM Leads from calls and SMS conversations while keeping all customer engagement data centralized inside Odoo.
This module extends the RingCentral integration with powerful CRM features designed to improve lead capture, response time, and sales productivity.
Key Features:
- Create CRM Leads directly from incoming and outgoing RingCentral calls
- Generate CRM Leads instantly from SMS conversations
- Use a convenient sidebar button during active calls to create leads in one click
- Automatically populate lead details with caller name, phone number, and call information
- Track customer interactions efficiently inside Odoo CRM
- Improve pipeline management and conversion opportunities
- Generate CRM Leads instantly from SMS conversations
- Use a convenient sidebar button during active calls to create leads in one click
- Automatically populate lead details with caller name, phone number, and call information
- Track customer interactions efficiently inside Odoo CRM
- Improve pipeline management and conversion opportunities
Highlighted Features
Seamless RingCentral Login
Establishing a comprehensive and highly secure OAuth2 authentication framework within the Odoo platform to ensure that user data is protected while providing seamless access to various services and applications.
Real-time Call Control
Effortlessly manage your calls by answering, holding, muting, transferring, and recording them all within the Odoo platform, ensuring a seamless communication experience without the need to switch applications.
Unified SMS Inbox
Effortlessly send, receive, and search through your messages all within the Odoo platform, ensuring seamless communication and organization.
Features
Screenshots
Agent Dashboard & Live Tracking
The module provides a real-time dashboard inside Odoo that tracks all agent activities. Managers and users can monitor active calls, agent availability, call durations, and the last call made or received. This feature is especially useful for call centers and support teams where visibility is critical. With live updates and quick insights, the dashboard helps supervisors make informed decisions and ensures agents are staying productive.
Activity Logging & CRM Integration
Every call or message handled through RingCentral is automatically logged inside Odoo and linked with the relevant contact, lead, or customer record. This creates a centralized communication history that eliminates data silos and ensures no interaction is lost. Sales teams benefit from having complete call and SMS histories attached to leads, while support teams can track issue resolutions more effectively. The result is better accountability, smoother handovers, and improved customer satisfaction.
Seamless Configuration & Setup
The integration is designed to be easy to configure, even for non-technical users. Administrators can add their RingCentral credentials in Odoo’s settings, configure redirect URIs, and authenticate accounts without complex setups. The system also handles token refresh automatically, reducing downtime and ensuring uninterrupted service. Combined with clean number validation and environment switching (sandbox/production), the setup process is reliable and user-friendly.
User Settings for Access Management
By activating this feature, you will gain access to the RingCentral container.
Credentials for the Ringcentral Application
To utilize this feature, you must first create an application within your RingCentral Developer account and input all necessary credentials, including the client ID and client secret key.
RingCentral Solution Container
RingCentral interface following the activation and configuration of the credentials
Call Logs
Call records encompass all incoming and missed calls. You can conveniently filter these records using the icon located in the top right corner.
Contacts Tab , Showing odoo Records
Contact tabs display Odoo records, allowing you to select any contact and initiate a text message via RingCentral, provided that the user has been previously created in Odoo or has made a call at least once.
Contact Information Display
Contact Information displaying options for calling or messaging
(Addon Feature) Log your calls in Helpdesk , Leads.
Now you can directly log your calls in Odoo helpdesk , leads as per your convienece.
(Addon)Creating Lead from the call log from ringcentral to Odoo.
Creating Lead from ringcentral to odoo
Odoo Contacts Tab
The Odoo contacts section provides comprehensive details which are enabled from contacts , just enable showin Dailer checkbox , then you can make call , sms from ringcentral directly
(Addon)Create ticket or lead on a active call
Ongoing call allows you to create a ticket , lead directly and seamlessly in odoo ,hassle free now you can create issue tickets or create opportunity
Inbox Tab
Inbox section, displaying all received messages, if available, along with the option to initiate a new conversation using the icon located at the bottom.
Updated User Interface for Conversations, Tab
In the new Conversation Tab, you have the option to select contacts from your Address Book to send messages, or you can directly input a phone number for communication.
Configuration Panel Settings
You can log out of RingCentral and update your current presence status here.
Current Status Of User
The current status of the user indicates that they are busy at the moment, and we have the capability to update this status if necessary.
Options for changing status to
List of status options to update to
Dashboard View
The dashboard interface displays a comprehensive overview of all agents, dynamically updating the chart and call metrics based on the selected agent. Currently, it reflects the total number of calls made by all agents.
Real Time Agent Status Dashboard
Real-Time Dashboard Displaying an Up-to-Date Overview of Agent Status
CRM call Feature
Initiate calls directly from the CRM or any designated phone field.
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