$ 80.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1043 |
| Technical Name |
crm_helpdesk_codetrade |
| License | OPL-1 |
| Website | https://www.codetrade.io/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 1043 |
| Technical Name |
crm_helpdesk_codetrade |
| License | OPL-1 |
| Website | https://www.codetrade.io/ |
| Versions | 16.0 17.0 18.0 19.0 |
CRM Helpdesk Management
Community
Enterprise
Odoo.sh
CRM Helpdesk Management
CRM Helpdesk Management is a comprehensive solution to generate CRM Leads and Opportunities directly from the helpdesk ticket, and vice versa—you can generate a helpdesk ticket from a CRM Lead or Opportunity.
This module enhances the standard Odoo CRM module by adding advanced features for customer service management, including bidirectional linkage, product synchronization, and professional PDF reporting.
Seamless integration with Odoo Sales, Invoicing, and Accounting.
View DemoSeamless setup in minutes.
No complex coding. Just install and immediately gain control over your sales and helpdesk integration.
Key Features
Bidirectional CRM Link
Generate Leads and Opportunities directly from Helpdesk Tickets, and create Tickets seamlessly from CRM records.
Product Sync & Reporting
Sync product details across platforms and generate professional PDF reports for ticket and CRM insights.
Smart Action Buttons
Utilize intuitive smart buttons to track linked CRM records and tickets directly from their respective forms.
Enhanced CRM Workflow
Automate cross-departmental operations by linking support ticket resolutions to sales pipeline movements.
Native Odoo Integration
Seamlessly operates within the standard Odoo environment for a familiar and efficient user experience.
Enable Feature Access
Enable the CRM Helpdesk Ticket Management option to control user access. The Manager role is the primary authority for handling and approving tickets, while Team Leads can also approve.
Helpdesk Configuration Settings
Enable the management of product lines directly inside Helpdesk settings.
Helpdesk Ticket Creation
Instantiate Helpdesk Tickets and fill in complex granular details.
CRM Lead Wizard
Popup wizard for creating CRM leads populated with ticket source data.
Lead Linkage
Lead smart button appears on the ticket immediately after creation.
Lead Form View
Lead form view and tickets smart button.
Ticket Form View
Ticket form view and create opportunity button to create opportunity from helpdesk ticket.
Create Opportunity Wizard
Create CRM opportunity from helpdesk ticket create opportunity wizard.
Opportunity Linkage
After creating new opportunity, opportunities smart button appears, click on it, to see opportunity details of that helpdesk ticket.
Opportunity Form View
Opportunity form view, after we clicked smart button also tickets smart button to navigate to helpdesk ticket.
Create Helpdesk Ticket Button
Create helpdesk ticket from lead/opportunities button available in the header.
Ticket Creation Wizard
Create helpdesk ticket from lead/opportunities wizard and create new ticket.
Updated Ticket Count
Tickets smartbutton count increased navigate to created tickets kanban view result in next image.
Ticket Kanban View
Kanban view of tickets for clear visual organization.
Linked Sales Records
Clicked on one of the tickets and opportunity smart button shows count.
Helpdesk Filter
Ticket filtering based on "With Leads/Opportunities".
Lead Search Filter
Leads filtering based on "With Helpdesk Tickets".
Opportunity Search Filter
Opportunities filtering based on "With Helpdesk Tickets".
Report Generation
Download helpdesk ticket button available on the ticket form.
PDF Ticket Preview
Created ticket preview showing professional layout and synced data.
Version 1.0 : 16.0.0.0.0
15 May 2026
This Odoo app cannot be used with Odoo Online (SaaS).
Yes! You get 60 Days of Free Support included with your purchase. Reach us at support@codetrade.io.
Each major Odoo version requires a separate purchase. Separate versions are available for Odoo 17, 18, and 19.
Download the module .zip from the Odoo App Store, extract it into your addons directory, and install it from the Apps menu after activating developer mode.
Contact us at support@codetrade.io and we'll resolve it within our support window.
Language Translation
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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