Odoo Multi CRM Solution

by
Odoo

99.00

v 17.0 Third Party 3
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2553
Technical Name odoo_multi_channel_crm
Websitehttp://webkul.com
Versions 14.0 15.0 16.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2553
Technical Name odoo_multi_channel_crm
Websitehttp://webkul.com
Versions 14.0 15.0 16.0 17.0

Odoo Multi CRM Solution

Gateway to connect Multiple CRM Solutions with Your Odoo!
Note:
Odoo Multi-CRM Solution is the base module which needs to be installed first for the other multichannel crm extensions to work properly. There is no limitation for installing other multichannel crm extensions.

Connectors

Make your CRM Experience more better with our other Apps.

Odoo Multi-CRM Solution is the base module which needs to be installed first for the other CRM solution extensions to work properly. There is no limitation for installing other Customer Relationship Management solution extensions.

Information

user-guide
User Guide
https://webkul.com/blog/?s=odoo

Odoo, a single solution for all your business related problems; it is widely known for its backend functionalities.

Whether you want to manage products, orders, inventory, accounting, or CRM; Odoo can do it all perfectly!

Customer Relationship Management is one of the most crucial parts of a business. Healthier relationship with your customer is directly related to enhanced profit of your business.

A CRM solution helps you focus on your organization's relationships with your customers throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Now manage your whole business in Odoo and use top CRM solutions for hassle-free customer relationship management at the same time! Are you wondering how is this possible?

No matter what CRM solution you are using to manage relationships with clients of your business; still you can manage all backend settings from Odoo.

feeds

Presenting Odoo Multi-CRM Solution for you!

Odoo Multi-CRM Solution helps you to connect multiple customer relationship management solutions to your Odoo.

sync

Feeds To Store Data in Simplified Manner

There are multiple relational fields in an Odoo form which makes it a little complex structure; especially while importing data from other platforms. Hence, to avoid the complication; Feeds are used in Odoo Multi-CRM Solution.

sync

Importing/Exporting Data in Odoo

You can easily import company, contact, product, user, and deal/lead, from your CRM solution to Odoo.

Moreover, you can also Export company, contact, product, user and deal/lead from Odoo to your CRM solution.

You can also schedule Import functions via cron for company, contact, product, user, and deal/lead.

icon

Refurbished Dynamic Dashboard

Introduced a dynamic dashboard to track the data of all the connected CRM to your Odoo.

Import the data of any CRM solution directly from the dashboard.

Well-designed Donut Chart and Line Graph to analyze the data.

The dashboard also offers Clickable tabs and data cards.

Detailed Features List

Below is the list of features odoo module name

Connect Multiple CRM to Single Odoo

  • Connect your Odoo with as many CRM solutions you want

Cron to Schedule the Functions

  • Cron runs to evaluate the feeds in the scheduled time
  • After a scheduled time, cron automatically deletes the synchronization history

Simplified Import Function

  • Common Import Button for all Connections
  • All you need to do is select the Connection(CRM solution) and Object(you want to import)

Streamlined Export Function from All the Connections

  • Common Export Button for all Connections
  • Select the records to export and export them desired CRM

Donut Chart to Analyze the data of All Connections

  • Track the data of all connections from the chart

Line Graph to Analyze the data of All Connections

  • Drop down to Select the Data Type (Order, Product, Category and Customer)
  • Select the time period to show data(weekly or monthly)
  • Track the data of all connections from the Line Graph

Clickable Data Cards for the Details of the Connections

  • Connection Data Cards directs you to the dashboard of the selected connection
  • The tabs are clickable and directs you to the respective mapping

Gateway to the CRM Solution Extensions’ Dashboard

  • Single click in the Odoo Multi-CRM Solution Dashboard can take you to its extensions’ dashboard

Quick View to the Enhanced Dashboard

Track the data via the Data Cards, Charts
screenshot
screenshot

Connection Specific Configurations

Configure the connection
screenshot

Data Transmission Operations

Perform import/export operation
screenshot
screenshot

Mappings

screenshot
screenshot
screenshot

Help and Support

Get Immediate support for any of your query

You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.

mail

Write a mail to us:

support@webkul.com

Any queries or want any extra features? Just drop a mail to our support.

support-icon

Get in touch with our Expert:

https://webkul.uvdesk.com/en/customer/create-ticket/

Any technical queries, want extra features, or anything else, our team is ready to answer all your questions, just raise a support ticket.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.