1. Installation

Go to Apps, find the "Phonet" and "Phonet integration for CRM" modules, and click Install.

For the integration to work correctly, you must install four modules(if you want to work with CRM feаtures). You can install all pack automatically(by installing Stream Telecom for CRM, but check if all of it are installed. CRM will be installed automatically).

1. Phone Calls (The base module)
2. Phone Calls for CRM (Add base for CRM features)
3. Phonet (This integration module)
4. Phonet integration for CRM (Add CRM features for integration)

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2. Configuration

Step 2: Configure the Base "Phone Calls" Module

Before integrating Phonet, ensure the core module is set up correctly.

2.1. Assign User Roles

Navigate to Settings → Users & Companies → Users to configure access rights. Set "Phone calls" permissions to either Administrator (full access) or Officer (access to own calls only).

2.2. Set Up Automation & CRM Rules

Go to Settings → Phone calls. Here you can configure automation and decide how calls interact with your CRM.

• CRM Integration: Automatically create new CRM Оpportunities 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.

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Step 3: Configure the "Phonet" Integration

3.1. You need fill all fields in Phonet extention.

3.2. Set Company API Key

Navigate to Settings → Users & Companies → Companies. Select your company, open the "Phone calls" tab, and enter your Phonet API key and Phonet API server. Click Save.

3.3. Configure User SIP Identifier

In the user's form, go to the "Phone calls" tab and enter the user's personal "Phonet SIP-Identifier". This is required for Odoo to route calls to and from this specific user.

How It Works

Assign a Dedicated Manager to a Contact

You can initiate a call directly from a contact's form by clicking the 'P' button next to the phone number.

Flexible Opportunity Linking

Maintain full control over your data. Easily attach any call to an existing lead or opportunity directly from the call record. This is perfect for when a client calls from a new number or for correcting links, ensuring that all communication history is accurately logged in the appropriate opportunity.

At-a-Glance Call Counter

A convenient counter on the contact form shows the number of active and total calls for that partner, giving you a quick overview of communication intensity.

Real-Time Call Notifications

For incoming calls, the assigned manager receives a real-time notification from OdooBot.

Visual Call Management (Kanban)

The Kanban view helps to visualize calls based on their current stage: In Progress, Done, Dialed, or Missed.

Detailed Call History (List View)

The list view provides a detailed summary of all calls. Missed calls are highlighted in red, and you can play call recordings directly from the list.

Comprehensive Call Details

Each call record contains comprehensive details, including start/answer times, duration, a link to the CRM opportunity, and the call recording.

Automated Call Logging in Opportunities

The integration automatically logs all related calls directly within the "Call History" tab on the opportunity's form.