Odoo CRM Integration with
The VoIP Shop
Improve customer communication workflows and manage business interactions more efficiently with The VoIP Shop's Odoo CRM integration. View customer information during calls, automatically log call activity, access AI-generated call transcriptions and notes, manage callbacks, and streamline workflows directly within Odoo.
Give your sales and service teams complete visibility of customer communications while reducing manual administration and improving productivity.
Integrate Odoo with The VoIP Shop today to improve collaboration, communication efficiency, and business performance.
Key Features of Odoo CRM Integration
The VoIP Shop's Odoo CRM integration provides powerful communication and workflow tools to help business teams manage customer interactions more effectively. From real-time caller notifications and automatic call logging to AI-powered call transcription and integrated call controls, your teams can stay organised and focused on customer relationships.
AI Call Transcription
Keep every customer conversation organised with automatic call logging and AI-powered transcription. AI-generated transcripts can be stored directly within Odoo, providing instant visibility of previous conversations and customer discussions. This improves collaboration, reduces manual note-taking, and ensures important customer information is always available.
Call Notes
Save communication notes and
AI-generated transcriptions
directly into Odoo for improved
record-keeping and customer visibility.
Call Waiting
If a second call comes in while
already on the phone, the second
call is displayed for an easy one-click
switch between calls.
Click to Dial from CRM
Place calls directly from customer records within Odoo without needing to dial manually.
Hotkey Dial from CRM
Quickly dial phone numbers directly from Odoo using configurable keyboard shortcuts, even where a number is not clickable within the record.
Copy to Dial
Select a phone number anywhere on your desktop and receive an instant suggestion to place the call through your phone system.
Activity Hub
View activities such as a call log with notes or a conversation transcription that still needs to be saved in Odoo. Choose to save this automatically or manually, with notes and transcriptions editable before they are written to the customer record.
Call Control
Answer, transfer, hold, mute, and manage calls directly from pop-up notifications using integrated communication controls, where supported by your telephony platform.
Automatic Call Logging
Automatically log communication activity and call information directly against customer records within Odoo.
Custom CRM Variables
Display Odoo contact, company, and account information during calls to provide staff with relevant context before answering.
Multi-Result Caller Matching
Quickly switch between multiple CRM matches when duplicate phone numbers exist across customer records.
SearchBar
Search directly within Odoo from the pop-up interface without needing to switch applications.
Computer Telephony Integration with Odoo
Discover how integrating your telephony environment with Odoo helps business teams manage customer communication more effectively. With real-time caller notifications, integrated CRM activity tracking, communication history visibility, and advanced call management functionality, your staff can focus on customer conversations rather than repetitive administration tasks.
How The VoIP Shop's Odoo CRM Integration
Empowers Business Teams
Instant Customer Visibility
View contact details, notes, activities, and communication history instantly during calls.
Reduce Manual Administration
Automatically log communication activity and reduce repetitive data entry tasks.
Improve Customer Conversations
Access previous interactions, notes, and communication history before answering calls.
Faster Response Times
Real-time caller notifications help staff respond to customers more efficiently.
Improve Internal Collaboration
Keep communication records, notes, and customer activities visible across the team.
Better Customer Experience
Provide more informed and personalised conversations using centralised CRM visibility.
How The VoIP Shop's Odoo CRM Integration Supports Businesses
Better Customer Management
Track communication activity and customer engagement from one platform.
Improved Workflow Efficiency
Reduce time spent switching between Odoo and communication tools.
Access Customer Data Instantly
View contact records, notes, activities, and interaction history during calls.
Improve Follow-Up Processes
Manage callbacks and customer communication more effectively.
Support Flexible Working
Access the integration through desktop or cloud-hosted deployment, supporting teams across multiple sites.
Better Communication Visibility
Keep customer conversations, activities, and notes organised in one central location.
Buttons
Below is the list of available buttons. These are both CRM specific and generic pop-up functions.
Odoo Open Entity
Create Ticket
Custom Action Standard
Send E-mail Standard
Callback request Standard
Send WhatsApp message Standard
Send Microsoft Teams message Standard
Open SearchBar Standard
Trigger Automations Standard
Parameters
Determine the content of the pop-up per user, department or organisation with information from Odoo.
Contact Identity
- odoo_id
- odoo_barcode
- odoo_self
- odoo_is_company
- odoo_company_type
- odoo_industry_id
- odoo_function
- odoo_employee
- odoo_type
- odoo_partner_gid
Communication
- odoo_email
- odoo_email_formatted
- odoo_phone
- odoo_mobile
- odoo_im_status
- odoo_channel_ids
Company Information
- odoo_company_id
- odoo_company_name
- odoo_commercial_partner_id
- odoo_commercial_company_name
- odoo_website
- odoo_vat
- odoo_same_vat_partner_id
Financial
- odoo_credit_limit
- odoo_bank_ids
Sales & Opportunities
- odoo_opportunity_ids
- odoo_opportunity_count
- odoo_team_id
- odoo_partner_share
System & Metadata
- odoo_active
- odoo_active_lang_count
- odoo_lang
- odoo_tz
- odoo_tz_offset
- odoo_user_id
- odoo_user_ids
- odoo_create_uid
- odoo_create_date
- odoo_write_uid
- odoo_write_date
- odoo__last_update
- odoo_color
- odoo_category_id
- odoo_comment
- odoo_image_medium
- odoo_ocn_token
- odoo_additional_info
- odoo_model
- odoo_url
Address
- odoo_street
- odoo_street2
- odoo_city
- odoo_zip
- odoo_state_id
- odoo_country_id
- odoo_country_code
- odoo_contact_address
- odoo_contact_address_complete
- odoo_partner_latitude
- odoo_partner_longitude
Meetings & Calendar
- odoo_meeting_count
- odoo_meeting_ids
- odoo_calendar_last_notif_ack

Portal & Signup
- odoo_signup_token
- odoo_signup_type
- odoo_signup_expiration
- odoo_signup_valid
- odoo_signup_url
Please note: Available CRM variables may vary depending on your Odoo configuration and permissions.
Available as a desktop installation or cloud-hosted deployment, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market leading communications services.
Easy to provision via Self-Service Portals
Windows and MacOS installation wizard
Full control of telephone handset from desktop
Instant access to CRM information
Advanced call control from within CRM applications
Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programmes to message, call, and meet.
Click to Dial
Web-Page Dialing
Click to Hold
Click to Transfer
Built-in Call History
CRM Application Integration
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FAQs
Answers to some of our most commonly asked Odoo Buttons CRM Integration questions…
