$ 1173.65
| 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 | 3484 |
| Technical Name |
ringcentral_lead |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 15.0 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 | 3484 |
| Technical Name |
ringcentral_lead |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 15.0 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
Features
Screenshots
User Guide
FAQs
Highlighted Features
Seamless RingCentral Login
Implementing a secure OAuth2 authentication framework in Odoo to protect user data while enabling seamless access to services and applications.
Real-time Call Control
Manage calls in Odoo—answer, hold, mute, transfer, and record with ease. Add-on: Log calls/SMS and instantly create helpdesk tickets or leads.
Unified SMS Inbox
Effortlessly send, receive, and search through your messages all within the Odoo platform, ensuring seamless communication and organization.
Detailed Features
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.
Create leads , Tickets on Ongoing Calls or After calls
New Add-on Feature: You can now create helpdesk tickets or leads directly during an ongoing call or after it ends. This functionality is also available for SMS conversations, allowing you to log them seamlessly as helpdesk tickets or leads.
Real-time Call Control
Handle every aspect of your calls in Odoo — from answering and transferring to muting and recording — for a unified, hassle-free communication flow.
Panel Settings and Dashboard
This dashboard gives a detailed snapshot of every agent, refreshing the graphs and call data according to your selection. Currently, it displays the overall call count for all agents.
Screenshots
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.
Sync User Extensions
- This feature allows you to sync all the user extensions.
Get Call transcription (Addon Required Ringsense)
- Transcribes your voice calls and provides in-depth conversational insights, offering detailed analytics derived from post-call analysis of recorded sessions. Based on the richness of the conversation content, the insights
User Extension Configuration
- This allows you to select the data you want to fetch as per the extension
Active call lead, Ticket creation (Addon)
- Create tickets or leads directly during an active call or even after it ends
RingCentral Solution Container
- RingCentral interface following the activation and configuration of the credentials
Log Calls to Helpdesk or Crm lead (Addon )
- This feature allows you to create Helpdesk Ticket or Lead as per your convenience(This is a addon not in ringcentral Module).
Creating Lead from Log
- This is how it creates a new lead based on the call details , and here you can add notes in description
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.
Send SMS
- This feature allows us to send sms from ringcentral to any number, on click it directly opens conversations if available and if not new chat is composed.
Contact Information Display
- Contact Information displaying options for calling or messaging
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.
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.
Call Connected View
- Call established with functionalities including call transfer, call parking, muting and unmuting, call recording, holding and unholding calls, as well as the ability to flip calls and add notes during the conversation.
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.
Ringcentral Extended view for the Dialog
- This is a feature that provides extended view for the dialog widget so user can have split view to manage accordingly
Send Bulk SMS
- This feature allows you to send message in BULK (odoo default).
Send Bulk SMS via ringcentral
- This feature allows you to send message in BULK from ringcentral.
User Guide
User Configuration for Access Control
- Enabling this option will provide you with access to the RingCentral container.
Access Information for the Ringcentral Application
- Before you can use this feature, you need to set up an application in your RingCentral Developer account and enter all required information, such as the client ID and client secret key.
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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