• CRM Whatsapp Integrations
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  • About Module


    Nowadays, WhatsApp is frequently used. Many communications take place on WhatsApp. Currently, in Odoo there is no feature where you can send Opportunity/Lead details direct to customers WhatsApp. Our module will provide that feature. You need to just one-time login in WhatsApp, after that, you can send Opportunity/Lead details direct or manually to the customer's WhatsApp. You can track sent messages in chatter.





    Features


    • 1) User Setting: Just tick 'right' this "CRM Whatsapp Feature".
    • 2) Display in Chatter Message - Easy to track send the message which is sent in WhatsApp.
    • 3) Easy to send Opportunity/Lead details to customer's WhatsApp in a single click.
    • 4) Easy to send Opportunity/Lead to more than one customer Whatsapp in a single click.
    • 5) Easy to attach files (image, product brochure, price list, etc) with a message.
    • 6) Easy to logout from Whatsapp(In General Setting 'Logout').
    • 7) No special configuration required, install it, use it.
    • 8) This module saves your important time.
    • 9) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0
    • v10.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_crm_whatsapp’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_crm_whatsapp’.

    7) Click on ‘Install’ to install it.

    Workflow


    User Setting: Just tick 'right' 'CRM Whatsapp Feature'.

    Goto CRM config setting and select these features.

    In lead, there is one icon 'WhatsApp' beside mobile number click it.

    After clicking that button this wizard will popup, where you can add more than one customer, edit the message if you want, attache more files (as per requirement).

    After click 'Send' this QR code will popup(If you not logged in), scan this code with your whatsapp and click 'Close and Send'.

    After that the message and Attach files send to selected customer whatsapp.

    Track sended message in chatter with proper format.

    Easy to logout from whatsapp, Just click 'Logout' button in general setting.

    Support

    You will get free support and assistance in case of any issues