| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 597 |
| Technical Name |
phone_calls |
| License | LGPL-3 |
| Website | https://codoo-erp.com/ |
| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 597 |
| Technical Name |
phone_calls |
| License | LGPL-3 |
| Website | https://codoo-erp.com/ |
| Versions | 19.0 |
Phone Calls Technical Module For Stream Telecom, Phonet and Binotel Integrations
Automatically log every call, create leads from new numbers, and track all communication history directly within Odoo.
Automated CRM Workflow
Automatically create new CRM leads for incoming or outgoing calls from unknown numbers. For existing contacts, the system can link the call to their active opportunity, ensuring your sales pipeline is always up-to-date.
Complete Call History
Maintain a detailed log of every call. Access call history, including type, duration, and audio recordings, directly from the contact or lead form. This provides a 360-degree view of all customer interactions.
Advanced Data Management
Configure automated rules to archive or permanently delete old call records after a specified period. This helps keep your database clean and compliant with data retention policies.
1. Installation
Navigate to the "Apps" menu in Odoo, search for "Phone Calls for CRM", and click "Install". The system will install both the core phone_calls module and the phone_calls_crm extension.
To use the full CRM integration, you need to have the "CRM"(crm) and "Contacts"(contacts) applications installed in Odoo. The core module "Phone calls" (phone_calls) is also required and will be installed automatically.
2. Configuration
Step 2: Configure the Base "Phone Calls" Module
2.1. Assign User Roles
Navigate to Settings â Users & Companies â Users to configure access rights. Set "Phone calls" permissions to either Administrator (full access) or Officer (access to own calls only).
If you want to add Officer permission to see all phone calls, you need turn on developer mode and find and activate checkbox All phone calls in Acces Rights tab in user profile.
2.2. Set Up Automation & CRM Rules
Go to Settings â Phone calls. Here you can configure automation and decide how calls interact with your CRM.
- CRM Integration: Automatically create new CRM Ðpportunities from calls. You can specify whether to create оpportunities from incoming, outgoing, or all calls.
- CRM Integration: Automatically add new calls from client to existed opportunity with this client.
- Auto Archive: Enable this to automatically archive call records after a specified number of weeks to keep your active list clean.
- Auto Delete: For complete database maintenance, set a period after which archived call records will be permanently deleted.
How It Works
Real-Time Call Notifications
For incoming calls, the assigned manager receives a real-time notification from OdooBot.
Automatic Opportunity Creation
If a call comes from a number not associated with any existing contact, the system automatically creates a new lead in the CRM pipeline, ready for qualification.
Live Call Status Tracking
During an active call, a record is created with the stage "In Progress". From here, you can perform actions like transferring the call to another employee.
Detailed Call Record with Audio
Once a call is completed, its stage changes to "Done". The record is updated with all details, and if available, the call recording is attached and can be played directly from the call form.
Call History in Contact Form
The contact form features a smart button showing the total count of calls associated with that person, giving you quick access to their complete communication history.
Full Call History in CRM Lead
The CRM lead form includes a "Call History" tab, listing every call related to that opportunity. You can review call details and listen to recordings without leaving the lead view.
Frequently Asked Questions
What happens if a call comes from a completely new phone number that is not in our database?
The module is designed to handle this scenario automatically. Based on your settings, it will create a new contact in your address book using the phone number as the name. Simultaneously, it will create a new lead in the CRM, linking it to the newly created contact, so your sales team can follow up immediately.
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