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ChatRoom CRM extra. Create CRM Leads direct in ChatRoom. Real All in One

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Required Apps CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies whatsapp_connector
Technical Name whatsapp_connector_crm
License OPL-1
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Technical Name whatsapp_connector_crm
License OPL-1

Introduction

The WhatsApp CRM Connector module bridges WhatsApp and Odoo’s CRM, empowering users to send messages, create leads, and manage customer interactions directly through the CRM system. This integration promotes efficiency by consolidating communication workflows and ensures real-time engagement with leads and contacts using a widely-adopted messaging platform.

Key Features

  • Creates CRM leads directly from WhatsApp conversations.

  • Enables sending WhatsApp messages from CRM records.

  • Leverages Odoo’s CRM interface without redirecting to external apps.

  • Supports lead capture and tracking through WhatsApp.

  • Promotes centralized communication by logging messages in Odoo’s chatter.

  • Streamlines CRM operations through WhatsApp-triggered workflows.

  • Enhances customer engagement with quick messaging functionality.

  • Supports message templates and formatting.

  • Maintains message history and audit trails within CRM.

  • Easy configuration and deployment in existing Odoo setups.

Benefits

  • Simplifies communication by embedding WhatsApp directly in CRM workflows.

  • Accelerates lead creation and follow-up processes.

  • Enhances responsiveness to customer inquiries.

  • Fosters team collaboration with shared message history.

  • Reduces reliance on external messaging tools.

  • Improves transparency with traceable communication records.

  • Increases efficiency through integrated workflows.

  • Provides better customer experience via instant interactions.

  • Helps drive higher conversion rates through timely messaging.

  • Offers scalable CRM communication with future enhancements.

Compatibility & Technical Details

  • Required Modules: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail)

  • License: OPL-1 (Odoo Proprietary License v1.0)

  • Technical Name: whatsapp_connector_crm

  • Installation Steps:

    1. Place the module in your Odoo addons directory.

    2. Update the module list through the Odoo Apps interface.

    3. Install the WhatsApp CRM Connector module.

    4. Configure WhatsApp API credentials, template settings, and CRM integration preferences as needed.

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.