Odoo WhatsApp
WhatsApp has over 2 billion users worldwide. Just imagine—you could reach your customers right where they already spend a big part of their day! With Odoo WhatsApp, say goodbye to ignored emails and unanswered calls. This is all about instant communication, engagement, and efficiency. You centralize everything, automate as much as possible, and take your customer relationships to the next level. Ready to revolutionize your communication? Let’s go!
Why use Odoo WhatsApp?
Today, your customers expect fast, seamless, and personalized responses. They don’t have time to wait for an email or stay on hold over the phone. With Odoo WhatsApp, you streamline and speed up all customer interactions by integrating the world's most popular messaging app directly into your ERP.
Track your conversations efficiently
No more scattered tools or lost messages! Odoo WhatsApp centralizes all your communications in one place.
- Conversation history saved: Every WhatsApp message is automatically recorded in Odoo, accessible to your entire team.
- No duplicates or missing info: Each customer has a clear, structured follow-up, reducing miscommunication.
- Huge time saver: Sales and support teams can find information instantly and respond faster.
Is your support team receiving requests via WhatsApp? With seamless integration, every conversation is linked to a ticket in Odoo. The result? Faster, more organized support and happier customers.
A high-engagement, ultra-responsive channel
Your customers read WhatsApp messages within minutes—unlike emails, which can take hours or even days. Leverage this advantage to convert prospects into customers faster.
- Nearly 100% open rate (compared to 20-30% for emails).
- Real-time responses that speed up conversions.
- A seamless experience that builds customer loyalty.
A customer hesitating to buy? They ask a question on WhatsApp. Within seconds, your team replies and sends a payment link. Sale closed—just like that!
Automate and save time
Why manually respond to the same questions over and over when you can automate?
- Instant replies to common inquiries (business hours, services, availability…).
- Pre-configured message templates for order confirmations, reminders, and promotions.
- Smart contact management: instantly identify new leads and assign them to the right sales representative.
A prospect asks, “What are your prices?” on WhatsApp. Instantly, they receive a message with your pricing and a link to your website. If they engage, a sales rep steps in to close the deal.
Boost sales and build customer loyalty
WhatsApp isn’t just a chat tool—it’s a powerful sales driver:
- Send targeted promotions directly on WhatsApp.
- Convert prospects into customers in just a few messages.
- Track every interaction in Odoo CRM and trigger automated actions.
Launching a new offer? With one click, you send a promo message to your loyal customers on WhatsApp. The result? Instant sales with zero extra effort.
What are the key features of Odoo WhatsApp?
Odoo WhatsApp is more than just messaging—it seamlessly integrates WhatsApp into your Odoo ERP, providing a streamlined and personalized way to manage customer communications.
Seamless integration with Odoo CRM
Odoo WhatsApp syncs effortlessly with your Odoo CRM, turning every conversation into a sales opportunity.
- Quick lead creation: With just one click, convert a chat into a lead in Odoo. Use the "/lead" command to add prospects directly to your pipeline.
- Conversation tracking: Every message is logged in the customer's record in Odoo CRM, ensuring a complete interaction history.
- Task automation: Set up automatic reminders and assign tasks to your sales team for flawless follow-ups.
Automated responses and message templates
To save time and maintain fast, consistent communication, Odoo WhatsApp allows you to automate responses while keeping a personal touch.
- Instant replies with buttons: Provide clickable options for customers to quickly get answers to common questions, such as business hours or product availability.
- Dynamic message templates: Personalize your responses by automatically inserting the customer’s name, order status, or any other relevant information.
- Scheduled sending: Plan messages to remind customers of appointments, send order confirmations, or deliver promotions to specific clients.
Bulk messaging
Odoo WhatsApp allows you to reach multiple clients at once with targeted messages, while maintaining personalized communication.
- Targeted messaging campaigns: Communicate with specific groups by sending messages to selected customer segments (special offers, events, reminders…).
- Advanced personalization: Include dynamic variables in your messages, such as the customer's first name or details about their previous purchases, to enhance personalization.
- Performance tracking: Analyze engagement with sent messages (open rates, responses, etc.) to measure the effectiveness of your campaigns.
Notification and reminder management
Odoo WhatsApp helps you stay connected with your customers and never miss an opportunity.
- Automated reminders: Schedule notifications for specific events (appointments, deadlines, promotions) to keep your customers engaged.
- Interaction tracking: Never lose track of important conversations by setting up alerts to be notified of priority messages.
How Odoo WhatsApp interacts with other Odoo apps?
Odoo WhatsApp goes beyond just messaging—it deeply integrates with the entire Odoo ecosystem to automate your processes and optimize your customer relationships.
Odoo CRM
Tired of jumping between different platforms to manage your customer conversations? Odoo WhatsApp centralizes all your interactions directly in the CRM. Imagine a place where every message received via WhatsApp is automatically attached to the customer's profile. No more digging through thousands of message threads! It’s the perfect integration to track the evolution of conversations, personalize every interaction, and keep an eye on all sales opportunities. Optimal follow-up and top-notch productivity!
Odoo Sales
When a customer is ready to buy, don’t make them wait! With Odoo WhatsApp, send quotes, order confirmations, and tracking information directly within the conversation. With just one click, everything is sent—no more long, boring emails. You can also automate the sending of payment reminders or quote validations. Your sales team saves time, your customers love responsiveness, and you boost your sales without losing a second!
Odoo E-commerce
Your eCommerce customer experience reaches a whole new level with WhatsApp integration. Need to answer a product question or share a promotion in real-time? Easy! You can also send order confirmations, shipping updates, and even direct links to products via WhatsApp. This makes the shopping experience super-fast and smooth. It’s not just a purchase—it’s a true experience!
Odoo Marketing Automation
You’ve got killer marketing campaigns, but you want to make them even more impactful? With Odoo WhatsApp, you can send automated messages to specific segments. Abandoned cart reminders? Absolutely! Personalized promotions? Easy! With WhatsApp, you boost engagement and get immediate responses from your prospects. You’ve got everything under control and maximize the impact of every campaign!
Odoo Helpdesk
Enhance your customer service with Odoo WhatsApp! Thanks to the integration with the Helpdesk module, every message received via WhatsApp becomes a ticket. Your agents can track customer requests, respond instantly, and manage everything from a single interface. You reduce response times, improve customer satisfaction, and optimize request management. In short: customer service that meets your expectations!
Odoo Inventory
"Is this product in stock?" With Odoo WhatsApp, no more stress! You’ll be notified in real-time as soon as a customer asks about product availability. You can respond instantly, inform them of stockouts, or even provide restock updates. The integration simplifies communication and keeps your customers informed continuously. Top-notch customer service = happy customers!
Odoo Project
Projects move at lightning speed when you connect Odoo WhatsApp. Whether it’s communicating with clients or team members, everything is centralized. Task tracking, file sharing, quick questions—everything happens in the blink of an eye via WhatsApp. It keeps everyone on the same page and streamlines collaboration, all while saving time.
Odoo Invoicing
Send your invoices directly via WhatsApp! Yes, you read that right. As soon as an invoice is ready in Odoo, an automatic message can be sent to your customer with all the necessary details. You can also send payment reminders directly through WhatsApp. It’s convenient, fast, and simplifies payment management for both you and your clients.
Odoo POS (Point of Sale)
In-store and need to send information to a customer? No worries! With Odoo WhatsApp integration in your POS system, you can send real-time promotions, digital receipts, and even answer customer questions instantly. It’s not just a point of sale; it’s a true communication hub that creates a seamless and modern customer experience.
Odoo Events
Send invitations, reminders, and last-minute updates in a flash via WhatsApp. If a participant has a last-minute question, just send them a message. To top it off, you can also send registration confirmations and tickets directly through WhatsApp. Event management made simple and super responsive!
Odoo Accounting
No more chasing payments through email! With Odoo WhatsApp, you can send payment reminders directly to your clients via message. You can also quickly share billing details and receipts with them. This helps you maintain a strong relationship with your clients while ensuring payments are received on time.
The different use cases of the Odoo WhatsApp App
Odoo WhatsApp is more than just an instant messaging tool. It transforms the way you interact with your clients, prospects, and even your teams in various situations:
Real-time customer follow-up
Imagine a customer who just asked about a product via WhatsApp. Instead of making your prospect wait with slow responses or switching to another channel like email, you’re instantly notified and can reply in real time. With the Odoo WhatsApp integration, every interaction is automatically linked to the customer’s profile in Odoo. This gives you complete conversation history, allowing you to personalize each exchange. Responsiveness is key, and the customer feels immediately attended to. This strengthens the relationship and increases the chances of turning the interaction into a sale.
Automated communication
When it comes to sending order confirmations, payment reminders, or even exclusive promotions, Odoo WhatsApp handles it all for you! No more manually drafting messages or chasing clients for information or payments. Thanks to automation features, Odoo WhatsApp sends pre-configured messages at the right times, such as an order confirmation after a purchase or a pending payment reminder. You can focus on what matters, while the tool takes care of the repetitive tasks for you.
Support request management
Odoo WhatsApp goes beyond sales. It can also be a powerful ally for customer service. With the integration of the Helpdesk module, every support request sent via WhatsApp is instantly turned into a ticket in Odoo. This allows your team to track requests, assign priorities, and respond to customers quickly. No more jumping between platforms or risking losing a ticket in a sea of emails. Tracking becomes smoother, and your customers receive faster responses, enhancing their experience and loyalty.
Lead tracking and follow-up
Never let a prospect slip away! The WhatsApp integration with Odoo allows you to continuously track leads, automate follow-ups, and respond to their questions in real-time. When a prospect has shown interest but stops responding, you can schedule an automated follow-up via WhatsApp. You can even integrate this directly into your sales pipeline to monitor its progress. Once the prospect is re-engaged, it's time to close the deal.
After-sales service
After-sales service is a key element in retaining your customers. Odoo WhatsApp streamlines this process with post-purchase follow-up messages, shipment or return information, and customer feedback management. You can also respond instantly to any questions regarding a product or order. Thanks to Odoo's integration, you can handle all after-sales requests without wasting any time.
Event management
Planning an event? No problem! With Odoo WhatsApp, you can manage event communication at lightning speed. Invitations, reminders, and updates are sent directly via WhatsApp. You can even create groups for live discussions with participants, answer their questions, and enhance their experience by sending real-time information. It’s the perfect solution for both online and physical events, allowing you to manage everything smoothly and professionally while providing an optimal customer experience.
Targeted sales and promotions
Want to reach your customers where they are and when they're most receptive? Odoo WhatsApp is the perfect tool for personalized promotions. By using the data from your CRM and the segments created in Odoo, you can send special promotions, exclusive offers, or personalized messages directly via WhatsApp. You can also automate the sending of promotions based on your customers' buying behaviors, increasing your chances of success. Imagine sending a personalized message to a customer just before they’re ready to make a purchase... Great, right?
Document sending
Need to send an invoice, quote, or contract? No need to wait for the customer to check their email inbox. Simply send these documents directly via WhatsApp, along with a personalized message. You save time and provide your customer with a super-fast, modern experience. The integration with Odoo ensures that each document is properly linked to the customer and their history, enabling smooth and efficient document management.
Instant answers to FAQs
Do your customers often ask the same questions? Use Odoo WhatsApp to automate responses to frequently asked questions! Whether it's store hours, product information, or return processes, you can set up automated responses tailored to each type of question. No more manually answering each message – you’ll have an interactive FAQ that allows your customers to get the information they need in real time.
Order management and tracking
Throughout the customer journey, Odoo WhatsApp keeps you connected, from order to delivery. As soon as a customer places an order, you can send confirmation, update them on the order status, or notify them about the delivery. Each order status change can be communicated via WhatsApp, providing clear tracking and enhancing the overall customer experience.
Why choose Captivea for Odoo WhatsApp integration?
At Captivea, we bring over 15 years of expertise in ERP integration and a certified Odoo Gold Partner team to ensure the success of your Odoo WhatsApp integration.
- Personalized and responsive support: We guide you throughout the project with regular check-ins to ensure transparency and progress. You are involved at every stage, with clear and continuous communication.
- Certified Odoo experts: Our certified Odoo developers guarantee a smooth and optimized integration, enabling you to fully leverage Odoo WhatsApp’s features.
- Agile and ROI-driven approach: We take a flexible, ROI-focused approach, tailoring the integration to meet your specific needs and ensuring tangible improvements in productivity and customer satisfaction.
- GDPR compliance: Your data security is our priority. We ensure GDPR compliance to make sure all information exchanged via WhatsApp is handled securely.
- Customized training: After the integration, we offer tailored training to make you fully autonomous and help you get the most out of Odoo WhatsApp.
With Captivea, you benefit from strategic and technical support for a successful Odoo WhatsApp integration, perfectly aligned with your goals and business growth.
Ready to enhance your communication with Odoo WhatsApp?
Don’t miss the opportunity to transform the way you communicate with your clients. With Odoo WhatsApp integration, streamline your interactions, boost engagement, and optimize your customer service! At Captivea, we are ready to support you on this journey with our Odoo expertise. Take the first step now: Contact us today to discuss your needs and start your customized Odoo WhatsApp integration.
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Frequently Asked Questions
Odoo WhatsApp is an integrated application within Odoo that allows businesses to centralize all customer communications through WhatsApp directly in your Odoo CRM. This integration streamlines message management, making it easier to connect with customers via a single platform, ensuring better customer service and faster responses.
Yes, Odoo WhatsApp is compatible with all recent versions of Odoo (both Enterprise and Community editions). For optimal integration, it is recommended to use the latest Odoo version to fully leverage WhatsApp Business Account capabilities and ensure smooth synchronization with other apps and channels.
Absolutely! Odoo WhatsApp allows you to create customized message templates to respond quickly to common inquiries. This helps you maintain smooth communication with your clients, tailored to your company's needs. You can easily integrate WhatsApp messages with project management tools for more efficient collaboration.
Yes, Odoo WhatsApp is designed to meet the needs of businesses of all sizes. Whether you're a small startup or a large enterprise, integration allows you to manage customer interactions via WhatsApp efficiently. It also enables businesses to manage communications across different channels, all in one single platform.
Yes, you can automate WhatsApp message sending using Odoo’s features like workflows and automated reminders. This feature enables companies to automatically send welcome messages, order confirmations, and other important communications, providing seamless interaction across all users.
Yes, Odoo WhatsApp can be integrated with other Odoo modules such as email marketing, automated campaigns, and social media management. This allows businesses to create omnichannel communication strategies, ensuring a unified experience for users across different platforms like Facebook, email, and more.
With the Odoo integration, multiple team members can access WhatsApp conversations via the CRM. This collaborative approach ensures that all interactions are tracked in real time and managed efficiently. Team members can assign conversations to the appropriate users, ensuring a smooth flow of communication and faster response times.
Yes, integrating Odoo WhatsApp with your existing Odoo system is simple and quick. With the help of experts like Captivea, your business can easily set up and personalize the integration. You’ll be able to integrate WhatsApp with your company’s phone number and manage communications from a single platform, tailored to your company's processes.
Yes, Odoo WhatsApp complies with GDPR regulations and industry standards for data security and privacy. All conversations and customer data are securely stored, ensuring safe management of sensitive information in compliance with relevant laws.
Businesses across various sectors can benefit from integrating Odoo WhatsApp, especially those relying on real-time communication with customers, such as e-commerce companies, customer service departments, and local enterprises. The integration enables a single platform for communication, connecting users across different channels and simplifying customer interaction management.
Yes, you can integrate your business's existing phone number into Odoo WhatsApp. This allows you to keep using the same number for all customer interactions, ensuring continuity and consistency in communication, and making it easy for customers to reach you across different apps and channels.
By integrating Odoo WhatsApp into your existing business processes, you can manage communications across multiple apps, from WhatsApp to Facebook and email, through a single platform. This unified approach streamlines interactions and allows businesses to respond faster, improving customer satisfaction and efficiency.