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Business communications should be rapid, linked, and traceable. When teams toggle between two distinct phone systems, two chats, and two CRM tools, it slows down their workflow and leads to customers falling through the cracks.
Communication across departments at the company is naturally more difficult to control, especially when combined with a fragmented customer source of truth.
Odoo VoIP helps solve this issue by bringing communication directly into the business management system itself. Instead of juggling external calling apps and CRM screens, teams can make and receive calls directly within Odoo.
This keeps every interaction recorded, organized, and tied to customer profiles, ensuring nothing gets missed and everything remains centralized.
What is Odoo VoIP?
Odoo VoIP is an in-built phone VoIP service for the Next-gen version of Odoo ERP. It enables businesses to place and receive calls over the Internet while simultaneously managing lead, customer, task, invoice, and support ticket systems. This eliminates the need for desk phones and different calling systems.
The real advantage of this is that all calls you make via Odoo VoIP are automatically registered in the system as call information. Call logs, duration, notes, and client details are automatically archived for incoming calls.
This way, all interactions are recorded, ensuring that sales service and business operations remain transparent and uniform.
How Odoo VoIP Works?
Odoo VoIP Field Odoo & your PBX/VoIP provider are now integrated. Once configured, users can make calls directly from contact lists, CRM pipelines, or support tickets, or wherever phone numbers are found.
Calling requires nothing more than a browser (or an attached headset) unless you have other hardware in mind. While on a call, all customer details (number/name) are displayed on the screen for teams to respond with context.
When a call ends, the caller, time, and reason are automatically stored in Odoo. This replaces our current process of noting and allows for more consistent, searchable communication between individuals/teams.
Features of Odoo VoIP
No call information or workflow data needs to leave the application, as Odoo VoIP allows users to make calls directly from the Odoo interface. No more constant back and forth between phone tools & CRM screens. It enables teams to move faster, maintain consistency, and gain visibility into calls with full context.
1. Click-to-Call Integration
Users can dial prospects, customers, vendors, or clients directly from CRM and contact records. It bypasses manual number dialing and accelerates communication. This has a team effect/keeps everyone in check, and makes us more responsive.
2. Automatic Call Logging
Odoo automatically logs all incoming and outgoing calls. The system eliminates the need for manual updates by storing contact information, timestamps, and call duration. This reduces errors and keeps communication history clean and accessible.
3. Real-Time Caller Information Display
When a call comes in, Odoo presents the caller’s profile, including a history of all interactions and notes. There’s also an option for teams to respond with context, which promotes a level of clarity and professionalism. This results in customer conversations that are more conversational.
4. Call Recording Capability
Odoo VoIP enables us to record our calls and archive them for training, auditing, or QA purposes. Managers can listen to the tapes and improve company-wide communication processes among employees. It reveals the underlying code to facilitate transparency and progress.
5. Call Routing and Queue Management
Calls can be directed to teammates who have the capacity and are online. Queueing ensures that call attempts or customer calls will not be forgotten or lost. This is particularly valuable for support and service teams.
Use Cases of Odoo VoIP
Odoo VoIP connects the dots between departments by combining calls with business data. Teams have at hand a full range of insights into what is happening in every case. This process optimizes response times and improves workflow organization.
1. Sales Follow-Up and Lead Engagement
Sales reps can even place follow-up calls directly from the pipeline view. Every update is immediately logged, making it easy to see and measure progress. This helps to better lead conversion and customer engagement.
2. Customer Support & Ticket Resolution
Support agents can call customers from open tickets and resolve issues in real time. Updates made during the call are instantly reflected in the support workflow. This speeds up resolution and strengthens service quality.
3. Payment and Invoice Discussions
Finance teams can discuss payments or clarify details without leaving the accounting module. Calls are tracked and recorded against the invoice, which reduces ambiguity and ensures that explanations are not repeated. It also maintains open lines of financial communication.
4. Supplier and Vendor Coordination
Procurement teams can coordinate delivery schedules, prices, and order updates directly from vendor records. Communication stays organized and easily reviewable. This strengthens supplier relationships and reduces delays.
Advantages of Odoo VoIP
Odoo VoIP disrupts the dependence on standalone phone systems and communication technologies. Everything happens in one homogeneous environment, where the data was initially inserted. This contributes to an improved workflow in teams, more efficiently.
1. Centralized Communication and Data
All call history and business records stay linked to the same system. This enables teams to access information instantly and collaborate more effectively. It removes confusion caused by disconnected tools.
2. Better Customer and Client Experience
Visible customer details on calls ensure that conversations are precise and focused on problem-solving. Customers should not have to repeat things over & over. This means that the trust is stronger and the satisfaction is greater.
3. Lower Communication and Operating Costs
Since they use the internet to connect calls, they don’t require conventional phone networks or external calling services. This lighter work is part of what makes systems scalable. Scaling communication is relatively inexpensive on younger teams.
4. Smooth Remote & Hybrid Work Communication
Odoo VoIP is a web-based calling app, so your team can place and receive calls from anywhere. Establishments, work teams, or branches also utilize the standard system. Reinvented for today’s Modern Workstations. The answer for the modern workplace works with your existing hardware and reduces the burden on IT.
5. Improved Team Accountability and Performance Tracking
Every conversation is recorded, filed, and stored, allowing users to consult it and enabling managers to know who said what. The reward of it all has been being able to keep track and follow up, stay on top of responsiveness, and avoid anything falling through the cracks. The result is better workflows and team members being held accountable.
How to Integrate Odoo VoIP
If you want to link SudOuest with our Odoo VoIP plugin, your own Odoo (ERP system) must have a VoIP service or a PBX solution to integrate with this. With the above end goal in mind, you want to be able to make and receive calls without having to exit Odoo’s CRM or Support workflow. When done right, call control is transparent and a natural component of day-to-day business operations.
1. Select a VoIP Provider or PBX That Works With Odoo
The appropriate provider will ensure stability and crystal-clear call quality. Asterisk, OnSIP, or other SIP-based services are typically used as providers. Better to check for compatibility now than simply resorting to code fights over technical differences.
2. Configure Odoo VoIP Settings and SIP Accounts
User accounts, extensions, and call permissions are mapped inside Odoo. This step ensures the right people can make, receive, or manage calls based on their role. Proper configuration improves security and control.
3. Test Call Flow Inside CRM and Helpdesk Modules
Once configured, try making test calls to ensure it’s clear, pops up, and logs your call. The analysis of processes in both sales and support aims to ensure that the current system supports rather than obstructs more efficient procedures. Here, the minor tweaks make for a smoother adoption.
4. Train Teams to Use VoIP Features Efficiently
User education to ensure employees are making the most of caller pop-ups, call notes, and follow-up reminders. Good training helps team members adapt more quickly and yields real productivity gains.
Best Practices for Using Odoo VoIP
Odoo VoIP integration is most effective when teams practice disciplined communication and keep their record updates organized and tidy. Constant use ensures that call logs remain accurate and facilitate seamless teamwork among your team.
1. Always Review Caller Information Before Speaking
Taking just two seconds to check a customer’s history reduces confusion. It shows professionalism and makes conversations more personalized and effective.
2. Add Clear Notes After Every Call
Notes link conversations to outcomes. It enables teams to remain in sync, particularly when multiple people are working with the same customer or case.
3. Use Call Recordings for Review and Training
Recordings may show strengths and weaknesses in actual interactions. When they are studied periodically, you enable your team to improve their communication, both in terms of how they sound and what they say, as well as how quickly they resolve issues.
Why Choose Atharva System as Your Odoo Development Company?
Atharva System has made it a point to ensure that between Odoo VoIP and your business workflows, the two are not only compatible but also work seamlessly. As a seasoned Odoo Development Company, we emphasize proper VoIP setup while also considering how your teams sell, support, collaborate, and communicate daily.
Smart Data Integration
Ability to link VoIP calls with existing customer data in real time.
During a call, agents can instantly access serial-number–based warranty information, ensuring faster resolutions and personalized support.
Eliminates manual lookups, reducing call handling time and improving customer satisfaction.
Our solution also makes calling out from within Odoo easy, natural, and CRM-integrated, helping you integrate with your helpdesk, supplier management, and financial actor coordination, all without needing to look for your phone.
In addition to execution, Atharva System also provides Odoo consulting services to review your processes and suggest the best configuration that makes it easy for you.
Where specific features are required or flow improvements are necessary, our Odoo App Development and, of course, Odoo App development services provide factory-made add-ons that extend the functionality of your Odoo VoIP.
Our continued support and streamlining ensure you can trust your communications solution as a cornerstone of your growing business.
Conclusion
Odoo VoIP integrates everything from calls to communication history, right down to your daily notifications, offering an effective customer communication strategy service provider and a system that grows with you.
Teams communicate in plain english, knowing that calls are tracked and context is served up as soon as it becomes available. This leads to better customer relationships and improved internal collaboration.
To maximize the benefits of Odoo VoIP, we would rather recommend you choose an experienced provider of Odoo development services who will guarantee a proper integration with your system, and in case there is some custom work (if needed), that it is done right, so then you can have a smooth experience in the future.
Powerful Call History/Odoo’s VoIP is an all-in-one solution for incoming and outgoing call control, allowing any company to customize it to fit its specific needs.
FAQs
1. Is Odoo VoIP suitable for remote or hybrid teams?
Yes, the VoIP Odoo offers excellent performance for remote and hybrid companies, as it operates over an online call. In any location, as long as they are logged into Odoo, team members can make and receive calls while maintaining collaboration with team members spread around the world.
2. Can Odoo VoIP be integrated with existing phone systems?
In many cases, yes. Integration with SIP/PBX-Based Phone System: If your company has a SIP/PBX-based phone system, it can be connected to utilize Odoo VoIP services upon proper setup. This enables companies to update their communication without purchasing new hardware immediately.
3. Does Odoo VoIP support call analytics or reporting?
Odoo includes call logs and activity statistics, but more advanced reporting is possible through custom modules or dashboards in your Odoo installation. If businesses require performance metrics or call monitoring features, they can be supplemented with Odoo App Development.
4. Is Odoo VoIP secure for business communication?
Yes, secure calls are possible with a correctly set up Odoo VoIP. Additional security for your call data is also ensured with SIP encryption, firewalling (NAT), and controlled access permissions.
5. Are there any hidden or extra costs for VoIP?
The subscription covers the VoIP module itself, but you may incur additional costs for SIP trunk providers or VoIP service integration (e.g., Twilio, Asterisk). These are external services billed separately.
