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By: Cybrosys Technologies

How VoIP is Useful to Maintain Customer Relationships in Odoo 18

Odoo 18 Functional

Keeping solid and long-lasting client relationships is crucial for growth and success in the cutthroat business world of today. Building trust, providing help, and guaranteeing client happiness all depend heavily on communication. Voice over Internet Protocol (VoIP) has become a potent tool that helps companies keep in touch with their customers and streamline communication in an economical and effective way. VoIP includes sophisticated capabilities like call recording, automatic answers, CRM system integration, and mobility assistance that set it apart from traditional phone systems and make it simpler for businesses to interact with clients at any time and from any location. VoIP has emerged as a crucial instrument for fostering and preserving client relationships in the digital age by increasing accessibility, boosting response, and facilitating customized interactions.

Effective collaboration in the quickly changing business environment of today depends on smooth communication. It stimulates growth in addition to increasing production. Odoo 18, which acknowledges the urgent need for effective communication tools, has an integrated VoIP (Voice over Internet Protocol) solution that is expected to transform corporate communications and improve team productivity.

An integrated communication system called Odoo 18 VoIP was created to enable voice and video calls straight from the Odoo platform. This interface provides a single communication experience across many Odoo modules, including CRM, Sales, Project management, and more. Businesses can improve overall operational efficiency by using this capability to streamline their communication operations.

A number of strong capabilities offered by Odoo 18 VoIP can greatly improve efficiency and company collaboration. Here are a few main advantages:

  1. Enhanced Productivity
  2. Toggling between apps for text and audio communication is no longer necessary with Odoo 18 VoIP. It increases process efficiency and saves time by allowing users to make and receive calls straight from the Odoo platform. All communication-related processes may be managed through a single interface thanks to this smooth integration, which lowers complexity and speeds up operations.

  3. Improved Cooperation
  4. The ability to make video calls is one of Odoo 18 VoIP's best features. Face-to-face interactions, which are essential for productive collaboration, are made possible by this functionality, particularly for remote teams or companies that deal with clients from around the world. Real-time problem-solving and a more cohesive team atmosphere can be achieved through video chats, which can overcome the gap created by physical distance.

  5. Better Customer Support
  6. Businesses can use Odoo 18 VoIP to make and receive calls from clients right within the Odoo platform. A more individualized customer support experience is made possible by this integration, which also reduces issue resolution times. Customer support agents can offer knowledgeable and effective service since they have instant access to customer records and histories.

  7. Financial Savings
  8. Due to the price of hardware, upkeep, and services, traditional phone systems can be costly. These expenses are eliminated by Odoo 18 VoIP, which offers a cloud-based communication solution. It is a cost-effective option for companies of all sizes because internal calls are free and outbound calls have much lower charges.

  9. Greater Mobility
  10. Users may make and receive calls while on the go using Odoo 18 VoIP, which is accessible through mobile apps and online browsers. Employees that work remotely or travel frequently would especially benefit from this feature, which keeps them connected and productive no matter where they are.

Newest Features in Odoo 18 VoIP

To stay in the forefront of technology, Odoo 18 keeps updating its VoIP features. Among the most recent updates are:

  • Higher-quality video calls
  • Video calls are now clearer and more seamless thanks to Odoo 18's improved video call quality. With these enhancements, virtual meetings are more interesting and productive, closely resembling face-to-face interactions.

  • Improved Call Logging
  • With Odoo 18, businesses can now record calls and save them in the platform for later use thanks to an upgraded call recording capability. For compliance, quality assurance, and training, this feature is priceless.

  • New Options for Call Forwarding
  • More adaptable call forwarding options are now available in Odoo 18, enabling calls to be sent to the right team members according to their availability or level of experience. This increases customer satisfaction by guaranteeing that calls are answered effectively and by the appropriate staff.

Getting Odoo 18 VoIP Started

You must have an active Odoo subscription and have the VoIP module activated in order to use Odoo 18 VoIP. Configuring your VoIP settings, picking a trustworthy supplier, and making sure SIP clients integrate seamlessly are all part of the setup process. Here is a detailed guide:

  • Get a subscription to Odoo
  • Make sure the VoIP module is included in your valid Odoo subscription. If not, you can add this functionality to your plan by upgrading it.

  • Turn on the VoIP Module
  • Go to the Apps area of your Odoo account and turn on the VoIP module. VoIP functionality will be integrated across your Odoo platform as a result.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

Optimal performance requires proper setting. To guarantee interoperability with your communication devices, choose the right nation for your VoIP service and set up SIP (Session Initiation Protocol) settings.

Make sure your VoIP configuration works well with SIP clients. For voice and video calls to be of great quality, this step is essential. A reliable and effective communication system is ensured by paying close attention to details during this configuration phase.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

It's now very simple to call a customer in Odoo thanks to this VoIP module. The phone icon at the top of the screen facilitates phone calls with business partners.

when the user clicks on that phone symbol. A small VoIP window will open there. The screen is divided into three tabs: Contact, Next Activities, and Recent. As seen in the image below, the Recent tab shows the most recent call history.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

By enabling calls to be placed and received directly within the CRM and other Odoo modules, giving agents instant access to customer history for individualized service, logging all interactions for a thorough client view, and automating follow-ups and communication logs to guarantee prompt contact and expedite the sales cycle, Odoo 18 VoIP enhances customer relationships.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

As in the screenshot above, you have the options like keypad, recent, contacts, and next activities, respectively.

Click the (phone) icon to give the customer a call regarding a planned activity. The (keypad) symbol can be clicked to dial a different number.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

During calling here users have options like Transfer call to another Number, Mute and Hold.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

By clicking on the  ? icon users can transfer the call to another number.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

The next icon helps to mute the call. And the ? helps to hold the call. By clicking on the ??icon users can create a new contact for the dialed number.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

The user's call history can be found under the VoIP widget's Recent tab. Both incoming and outgoing calls are included in this. You can start a call by clicking on any number.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

A user can see which calls are allocated to them and which are due to be finished for the day under the VoIP widget's Next Activities tab.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

A contact in the Contacts app can be accessed by the user via the VoIP widget's Contacts tab. By selecting the contact from the VoIP widget's Contacts tab, you can call any contact that has a saved phone number.

How VoIP is Useful to Maintain Customer Relationships in Odoo 18-cybrosys

 A more effective and knowledgeable client experience is produced, problem response times are shortened, and collaboration is improved with this integrated approach.

The VoIP capabilities of Odoo 18 are revolutionary for corporate communication. The Odoo platform provides a consistent, effective, and economical communication solution by including voice and video calling features directly. The system stays at the forefront of technology thanks to the frequent upgrades and improvements, giving companies the resources they need to prosper in the fast-paced world of today. Odoo 18 VoIP is a potent ally in propelling corporate success, whether it is through facilitating increased mobility, boosting customer service, or fostering internal cooperation.

To read more about How Can Odoo 17’s VoIP Features Transform Your Business Communication & Productivity, refer to our blog How Can Odoo 17’s VoIP Features Transform Your Business Communication & Productivity


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