Capture an enquiry
Register the caller’s information in the agreed CRM or service workflow.
Bring incoming phone requests into your Odoo process. Your assistant can collect the enquiry and connect it to the specific sales or service records your team needs.
Plan your integrationYour assistant. Your software.
Register the caller’s information in the agreed CRM or service workflow.

Retrieve the selected customer or order information when the connection supports it.

Route the request to the correct person or operating process.
Identify the Odoo version, hosting arrangement, plan and installed modules. We check available external access and map the specific models and business rules before testing the call flow.
About the Odoo integration.