Odoo Knowledge
Every day, your teams accumulate a wealth of valuable information... but without the right tool, this knowledge gets lost or goes unused. With Odoo Knowledge, transform your expertise into a true productivity engine. Say goodbye to files you can't find and endless duplicates: centralize, organize, and share information with ease. Less time spent searching, more time to act. Well-organized information means a more efficient and agile business. Ready to get started?
Why use Odoo Knowledge?
Odoo Knowledge transforms how information is managed within a company. It’s more than just a knowledge storage tool; it’s a true collaborative hub that centralizes all your data and makes accessing information easier.
Centralize your organization’s knowledge
Say goodbye to endless searches through scattered files! Odoo Knowledge brings all your information into one place. Whether it's data from documents, articles, or guides, everything is easily accessible, organized, and available to all team members.
- Single space: A central location to manage and organize all your documentation (internal procedures, user manuals, training resources, etc.).
- Simplified sharing: Easily and quickly share your knowledge base information within your organization.
- Consistent and up-to-date Data: Centralization removes fragmentation and ensures that teams have access to the most current information.
Boost your productivity
By centralizing all your data and simplifying access to information, Odoo Knowledge helps your teams save valuable time. No more hours spent searching for information in disorganized folders. Now, you can access exactly what you need, when you need it.
- Instant access: Find what you're looking for in just a few clicks.
- Time optimization: No more wasting hours sifting through countless folders or external drives to find data.
- Less distractions: Simplified information management allows your teams to stay focused on their core work and high-value tasks.
Enhance collaboration and innovation
Odoo Knowledge does more than just centralize information; it also fosters collaboration between teams. With its user-friendly interface and sharing features, it creates an environment that promotes exchange and innovation.
- Real-time collaboration: Teams can work together on the same documents, leave comments, ask questions, and share ideas, encouraging innovation and continuous improvement.
- Multi-user access: Multiple team members can view and edit information simultaneously, making processes smoother and more collaborative.
Benefit from the flexibility and scalability of Odoo Knowledge
Odoo Knowledge allows you to access your information flexibly and tailor the platform to the changing needs of your business, whether it's growing or evolving.
- Remote accessibility on all devices: Odoo Knowledge is designed to seamlessly integrate into your work environment, no matter where you are or what device you're using. Access to information is quick and seamless for all teams, wherever they may be.
- Scalability and customization: The platform grows with your business. You can easily add new features, adjust knowledge management, and increase the number of users based on the size and needs of your organization. Odoo Knowledge adapts to continue meeting your requirements as you scale.
What are the main features of Odoo Knowledge?
Odoo Knowledge offers a variety of features that help centralize, organize, and streamline the management and sharing of knowledge within your organization.
Simplified document management
With Odoo Knowledge, managing your documents becomes effortless. Thanks to an intuitive interface and advanced formatting tools, you can create, structure, and edit your information pages with ease.
- WYSIWYG Editor: Create professional documents with formatting options, image insertion, tables, and links.
- Full customization: Add media to make your documents more interactive and engaging.
- User-friendly: Even those without technical experience can create complex documents in just a few clicks.
Structured knowledge organization
Effective information management relies on clear organization. Odoo Knowledge enables you to categorize your notes and documents in a simple, structured way.
- Categories and subcategories: Organize your documents by topic, project, or department for quick access.
- Cross-category tags: Use tags for fast searching, regardless of content type.
- Easy hierarchy: The simplified structure allows for quick retrieval of information without wasting time.
Real-time collaboration
Collaboration is a key feature in Odoo Knowledge. Multiple users can work together on the same document with useful tools to streamline the process.
- Simultaneous edits: Multiple people can work on a document at the same time without conflicts.
- Comments and change tracking: Discuss, suggest improvements, and track document changes through comments and detailed revision history.
- Revision optimization: Revisions are sped up, which is particularly useful for geographically dispersed teams.
- Real-time notifications: Get alerted whenever an update or comment is added, so you never miss important information.
Version control
Version control is a key feature in Odoo Knowledge, ensuring traceability and reliability of documents.
- Complete history: Track every change with a record of previous versions.
- Version comparison: View differences between versions and restore an earlier version if needed.
- Sensitive document management: Maintain document integrity in regulated or sensitive environments.
Predefined templates
Document templates are an excellent way to ensure uniformity and consistency in your creations.
- Standardized templates: Use predefined templates to ensure a consistent format for recurring documents (reports, procedures, contracts).
- Create your own templates: Customize and save your own templates to meet your needs.
- Time-saving: Reduce the time required to create documents while maintaining visual and structural consistency.
Smart search
Odoo Knowledge's search engine allows you to find information in record time, boosting your efficiency.
- Filters and suggestions: Refine your searches by category, author, or keyword, and benefit from automatic suggestions to ease navigation.
- Keyword search: Find exactly what you're looking for using keywords and smart filters.
Access and permission management
Odoo Knowledge allows you to precisely control who can access what content, ensuring the security of sensitive information.
- Access rights control: Set permissions for each user or group.
- Secure sharing: Share documents with external collaborators while ensuring the security and confidentiality of information.
How does Odoo Knowledge interact with other Odoo Apps?
Odoo Knowledge seamlessly integrates with Odoo apps, centralizing information and making it easier to access key resources. This synergy enhances collaboration and boosts team efficiency across different modules:
Odoo CRM
I Integrate sales guides, FAQs, and key resources directly into the CRM module. Sales teams can easily access up-to-date information, optimizing their pitches and objection handling, thus improving customer interactions.
Odoo Employees
Centralize internal policies, training guides, and onboarding processes in Odoo Knowledge. New employees get quick access to a well-structured knowledge base, making their integration and skill development easier.
Odoo Projects
Access reference documents within projects, such as technical sheets, methodologies, or action plans. Teams can collaborate seamlessly without leaving their environment, improving productivity and project coordination.
Odoo Helpdesk
Customer service agents can access a centralized knowledge base to quickly resolve support tickets. Solutions to recurring issues are found more swiftly, reducing response times and boosting customer satisfaction.
Odoo Email Marketing
Marketing teams can store and share email templates, writing guides, and campaign analyses. This ensures consistent communication and facilitates the optimization of future campaigns based on proven best practices.
Odoo Marketing Automation
Marketers centralize their automation strategies, including guides on audience segmentation, engagement scenarios, and lead scoring. This integration standardizes processes and accelerates the deployment of effective automated campaigns.
Odoo Social Marketing
Odoo Knowledge centralizes editorial lines, publication schedules, and post templates. This enables teams to coordinate their messages and maintain a cohesive and impactful digital presence.
Odoo E-commerce
Consolidate all product information in one place: descriptions, FAQs, and usage guides. Teams can manage product listings consistently and efficiently address frequently asked questions, enhancing user experience and increasing conversion rates.
Odoo Accounting
Odoo Knowledge integrates with the Accounting module to organize and centralize financial procedures. Accounting teams can store guides on account closing, tax filing management, and accounting best practices, making it easier to access necessary documents and ensuring regulatory compliance.
Odoo Invoicing
With Odoo Knowledge, teams can create and share clear procedures for issuing and managing invoices. Guides on payment deadlines, overdue payment reminders, and invoicing best practices help standardize processes, reduce errors, and optimize cash flow management.
Odoo Purchase
Procurement teams can document validation processes, reference negotiation best practices, and define supplier selection criteria. This ensures better decision traceability and improves procurement strategies.
THE DIFFERENT USE CASES OF THE ODOO KNOWLEDGE
Odoo Knowledge offers various solutions for centralizing and sharing information within your organization. Here are some examples of how it can optimize your processes and enhance collaboration.
Employee training
Accelerate the onboarding process for new hires by providing them with learning guides and training modules directly accessible on Odoo Knowledge. With centralized and well-structured content, the onboarding process becomes smoother, enabling employees to ramp up quickly.
Customer support
Create and maintain a robust knowledge base to address frequently asked questions and offer high-quality customer support. Support agents can immediately access the most relevant solutions, reducing ticket resolution time and improving customer satisfaction.
Technical documentation
Gather all technical specifications, user manuals, and maintenance guides in one place. Odoo Knowledge becomes the central repository for your technical teams, making it easier to access detailed information without wasting time.
Product knowledge
Manage a strategic knowledge base on your products, including descriptions, specifications, and user guides. Odoo Knowledge ensures that your teams have a comprehensive, always-up-to-date view, improving the quality of customer interactions and optimizing product information management.
Internal process management
Create and share operation manuals, internal procedures, and best practices across the organization. With Odoo Knowledge, process standardization becomes simple and accessible to everyone, enhancing team efficiency and ensuring consistent operations.
Why Choose Captivea for Odoo Knowledge Integration?
Integrating Odoo Knowledge into your business goes beyond a simple installation. To fully leverage its features and ensure smooth adoption by your teams, it's essential to rely on an expert partner. Captivea, as an international Odoo Gold Partner, offers you a strategic and operational approach tailored to your needs.
Our certified Odoo experts have in-depth knowledge of the Odoo ecosystem, ensuring a smooth implementation that follows best practices. With 15 years of experience in ERP implementation, we ensure an optimized configuration of Odoo Knowledge to effectively structure, share, and centralize your information.
We adopt an agile methodology, allowing for a phased implementation with regular feedback to refine your project based on your actual needs. Each integration is driven by a ROI-focused approach, aiming to maximize the value for your business by optimizing knowledge management and internal collaboration.
To ensure transparency and the success of your project, we provide personalized monitoring with regular check-ins. You will also receive tailored training to ensure that your teams quickly become autonomous and fully utilize Odoo Knowledge.
As your business evolves, we offer scalable cloud solutions that ensure the longevity and adaptability of your Odoo environment. Additionally, we guarantee GDPR compliance, protecting your data and ensuring its security in line with current regulations.
With Captivea, you are assured of a successful and optimized Odoo Knowledge integration, providing you with a powerful tool to structure and efficiently distribute information within your organization.
Boost your knowledge management with Odoo Knowledge!
Stop letting information get lost or scattered. Structure, centralize, and share your knowledge effectively with Odoo Knowledge. Contact Captivea today for a free demo and discover how to optimize collaboration and productivity in your business. Ready to take action? Let's discuss your project now!
Odoo GOLD PARTNER
- Worldwide ERP solution
- Based Cloud ERP Solution or On Premise ERP Solution
- Prices per users
- Adapted for small businesses and mid-market businesses
- +40 000 apps availables on Odoo Marketplace
Frequently Asked Questions
Odoo Knowledge is an integrated app within Odoo that allows you to create, structure, and share articles within your company. You can organize content using child articles, embed images, add links, and format your text efficiently. This collaborative tool ensures that your internal users have easy access to essential information.
Odoo Knowledge is included in Odoo's Enterprise version. It integrates seamlessly with other apps and modules, ensuring an optimal experience for managing and structuring knowledge.
Odoo Knowledge allows you to:
- Create and structure articles with child articles and hierarchical organization
- Manage permissions for internal users to control who can read or edit content
- Attach images, links, and external documents
- Organize data using an item list, an item kanban, or categorized pages
- Track modifications with version history
The tool enables real-time collaboration by allowing teams to edit articles, leave a message in the discussion thread, and update pages collectively. Changes are logged, ensuring full traceability of modifications.
Yes, Odoo Knowledge has advanced permission settings, allowing you to define conditions for access based on user roles. This ensures that only authorized internal users can edit or view specific articles.
Absolutely! You can upload external files, including images, PDFs, and videos, and categorize them into an item list or integrate them within structured pages to enrich your knowledge base.
It connects with multiple apps such as CRM, Project, and Helpdesk, enabling seamless integration of knowledge articles into workflows. You can link documents to records, ensuring that key information is accessible where it’s needed.
Yes! Odoo Knowledge keeps a history of edits, allowing you to restore previous versions if needed. This feature ensures accuracy and maintains data integrity.
Captivea focuses on ensuring that your team is fully equipped to use Odoo Knowledge efficiently. We handle the integration of the module, configure user roles, and provide training so that your company can structure and manage its knowledge base effectively. Our goal is to empower your team with the right tools and best practices to make the most out of Odoo Knowledge.
As an Odoo Gold Partner, Captivea provides expert guidance on implementing Odoo Knowledge within your business. We assist with configuration, user role management, and training to ensure a smooth adoption of the tool. Our expertise helps you optimize the module to fit your company's needs without unnecessary complexity.