$ 26.33
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Project (project) • Sales (sale_management) • Website (website) • Invoicing (account) • Attendances (hr_attendance) • Employees (hr) |
| Community Apps Dependencies |
bi_website_support_ticket
bi_subtask |
| Technical Name |
bi_crm_helpdesk
|
| License | OPL-1 |
| Technical Name |
bi_crm_helpdesk
|
| License | OPL-1 |
Introduction
The Helpdesk Support Ticket with CRM module is designed to connect customer support and sales processes within Odoo. It allows organizations to efficiently convert helpdesk tickets into CRM leads and transform CRM leads into helpdesk tickets, ensuring smooth collaboration between service and sales teams.
Key Features
Convert helpdesk tickets into CRM leads with a single click.
View related CRM lead information directly from the ticket form via a smart button.
Create helpdesk tickets from CRM leads with an easy shortcut in the lead form.
Simple configuration option to enable or disable the CRM and Helpdesk integration.
Benefits
Streamlined workflow: Reduce manual effort by linking tickets and leads seamlessly.
Improved collaboration: Sales and support teams can access and share critical customer information.
Faster follow-ups: Transform issues into opportunities for upselling or strengthening customer relations.
User-friendly design: Intuitive buttons and clear navigation enhance productivity.
Compatibility & Technical Details
Technical Name: bi_crm_helpdesk
Dependencies: Works with Odoo core modules such as CRM, Calendar, Contacts, Project, Sales, Website, Invoicing, and HR.
License: Odoo Proprietary License v1.0 (OPL-1).
Codebase: Approximately 3,500 lines of code, well-structured and maintainable.
Configuration: Activate the integration in user settings to start converting between helpdesk tickets and CRM leads instantly.
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.