Odoo Integration in VoIPstudio: Optimize your Business Communications

Nowadays, efficient and smooth communication drives a business forward. With the integration of VoIPstudio and Odoo CRM, you have a perfect solution to streamline your team’s work and offer an unbeatable customer experience. This article explains how this integration can help you take your business communications to the next level.

What is Odoo CRM?

Odoo is a comprehensive enterprise software suite that combines ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management). Its open-source and modular nature makes it ideal for businesses of all sizes. It allows you to start with specific modules and add more as needed.

Odoo CRM’s main features

Some of the outstanding features of Odoo CRM include:

• Full Integration of Business Functions: This enables integrated management of accounting, marketing, sales, inventory, and projects, providing a unified view of all business areas and facilitating collaboration and efficiency.
• Flexibility and Customization: Its open-source code allows you to adapt it to your unique needs, optimizing costs and efficiency. You can customize the modules according to the characteristics of your industry and create customized workflows.
• Modularity and Data Control: Odoo can be deployed in the cloud or on-premise, giving you full control over your data. Depending on your privacy and security requirements, you can keep your data in the Odoo infrastructure or manage it directly.

Advantages of VoIPstudio as a Telephony Solution

VoIPstudio is an affordable cloud telephony platform full of advanced PBX features, ideal for companies that want to optimize their communications. Among the most outstanding advantages are:

• Device Flexibility: It allows you to make calls from computers, smartphones, or VoIP devices, offering the freedom to communicate from anywhere.
• Call Center and Customized Routing: Manage calls with full call center functionality, including configuring call queues, schedule-based routing, and prioritization according to customer needs.
• Call Recording and Analytics: Calls can be recorded and stored in the cloud. It improves service quality and performance analysis. In addition, these recordings are a valuable tool for training and continuous sales team improvement.
• Scalability: Pay only for what you need, ensuring cost efficiency and adaptability to your company’s growth. You can increase or decrease the number of extensions and features depending on the business’s needs.
• Integration with other tools: VoIPstudio can be integrated with multiple third-party platforms, allowing unified communication, including chat, email, and telephony.

Odoo CRM VoIP Module

The Odoo VoIP module allows telephony integration with CRM and other Odoo applications. It simplifies communication management and improves sales team workflows. Some of the key functionalities include:

• Cost Reduction: By using VoIP instead of traditional phone lines, you can significantly reduce communication costs, without compromising the quality of service.
• Optimize CRM: Make calls directly from the CRM, avoiding switching between applications and improving your team’s efficiency. In addition, you can automatically record information about each call in the CRM, allowing you to keep a detailed history of all interactions.
• Mobility and Accessibility: With mobile integration, you can manage calls from anywhere. So, you can ensure a quick response to customers, even when you or your team are out of the office.
• Performance Analysis: Record calls and analyze patterns to identify areas of improvement in the sales process and improve your team’s efficiency.

Integration between VoIPstudio and Odoo CRM

Integrating VoIPstudio and Odoo CRM allows you to combine the best of both systems, creating a unified communication experience to help you better manage your customer relationships and optimize internal processes.

VoIPstudio and Odoo CRM Integration Features

VoIPstudio integration with Odoo CRM offers several features to optimize your business productivity:

• Click-to-Call: Make calls from any Odoo screen with a single click without the need for additional hardware. This feature facilitates the work of the sales and support team by eliminating friction in the customer contact process.
• Transfer and Multitask: You can easily transfer calls and use the dial pad while performing other tasks, allowing for greater efficiency. You can also manage multiple calls and take notes directly in the CRM without wasting time switching applications.
• VoIP Widget: The VoIP widget integrates with all Odoo applications, allowing centralized communication management. You can make and receive calls from the CRM, Sales, Helpdesk, or any other module, ensuring that all relevant information is in one place.
• Activity Scheduling: Schedule tasks from conversations in the CRM, maintaining optimized workflows. For example, after a call, you can automatically schedule a follow-up or create a new opportunity in the CRM, ensuring continuity in customer management.
• Notification Integration: The integration includes pop-up notifications for incoming calls. It allows you to know who is calling before answering providing a more personalized customer experience.

VoIPstudio Integration Process with Odoo CRM

VoIPstudio integration with Odoo CRM is easy to perform in just a few steps. If you don’t have a VoIPstudio account yet, you can start a free trial by clicking on the banner.

Although the VoIPstudio service can be easily configured by yourself, we recommend that you contact us so that we can advise you on the configuration that best suits your business model. This will allow you to optimize the performance of your business communications.

You can also start a free 15-day trial on Odoo.

Step 1. VoIP Module Installation

Install the VoIP module from the Odoo marketplace. This quick process will allow you to have the VoIP functionality ready to be configured.

Step 2. Set up the VoIPstudio Account

Add your VoIPstudio account details, including credentials and preferences, to the Odoo VoIP module to ensure the configuration meets your needs.

Step 3. Configure User Credentials

Each user must configure their credentials to enable the VoIP widget. This will allow them to access the system from any authorized device.

Step 4. Test the Integration

Perform tests to ensure everything is working properly. Verify that you can make and receive calls and transfer calls: You may also test that the integration between Odoo and VoIPstudio registers calls in the CRM automatically.

Once the integration is complete, users can manage calls from Odoo without interruptions and with access to VoIPstudio applications from any device. It ensures seamless communication, regardless of the location of your employees.

You can check the simplicity of VoIPstudio and Odoo CRM integration in this video:

For more details, check the VoIPstudio-Odoo Integration Manual.

Benefits of Integration for your company

The integration between VoIPstudio and Odoo CRM improves operational efficiency and optimizes the customer experience by centralizing communications and simplifying sales processes. Some additional benefits include:

• Improved Response Time: Having all customer information and the ability to make calls directly from the CRM reduces response time. It increases customer satisfaction.
• Task Automation: The integration allows you to automate many administrative tasks related to communication, such as logging calls, scheduling follow-ups, and creating post-call tasks.
• Access to Real-Time Information: Your team will immediately access relevant customer information during a call, enhancing service personalization.
• Flexibility to Work from Anywhere: Combining VoIP and CRM in a single platform gives you greater flexibility. It allows your employees to work from the office, from home, or while on the road.

Start a free VoIPstudio trial and discover how to improve your business communications!