System Overview
Odoo + RingCentral Integration is a complete suite of functionalities that can help those organizations which are offering Business Process Services. It is capable of handling two-way communication both in the form of calls & messages. This is an all-in-one solution that offers a single screen operation to manage your Contacts, Calls, Messages & communication history with your Odoo CRM.
Key Features
- An integrated VoIP CRM.
- One-time technical set-up and configuration to start working.
- VoIP integration to work as a complete suite of call center software.
- Easy to navigate through contacts, calls, and messaging tools.
- All-in-one solution Call Centers and works as BPO Software.
- Offers two-way communication. You Can send and receive calls and messages.
- Offers Call Flipping, Forwarding, and Recording.
- Records call / message timings and other things to manage logs and history.
- Offers functionality to call directly from CRM Lead.
- Shows Separately managers' communication history in all your contacts too.
How does Ring Central + Odoo Integration work?
RingCentral is one of the leading cloud telephony providers & has various solutions available based on your business size & requirements.
We have a direct integration with Ring Central and can offer Calling/Messaging controls directly to the screens of your CRM.
This integrated solution works as a complete VoIP service.
Who can use it?
Call Centers
Marketing Agencies
Sales and Support Executives
Banking Professionals and Service Companies
Home Screen
This home screen welcomes us once we get in. This will look normal with standard Odoo CRM & other Apps but we can see some extra Apps/Modules added.
RingCentral Controls
The best thing about this integration is that we can work with the tempting-looking UI of Odoo & smartly developed calling controls of RingCentral. Allows us to get the best from both.
Direct Controls in Lead/Opportunity
RingCentral has direct controls there is a particular Lead/Opportunity. So that a calling agent doesn’t have to switch between windows/devices. Callers can directly connect with recipients by calling or sending them text messages.
Directly Accessible Contacts
Contacts we created in our system will directly be available to a calling pad. It will save us a lot of time & one can quickly access & connect with a contact.
The same goes with communication history.
Stable Panel with Controls
A stable panel with RingCentral controls helps us to be quick. This sticky panel at an extreme right does not disturb users working with other things.
Call Center Software
CRM is quite different in BPO companies. They need to have more accurate, stable & VoIP-enabled software to offer all features in one single screen.
RingCentral API Integration with Odoo has this capacity & helps to become a bridge between CRM & calling activities.
VoIP integration might be possible in many other base solutions but RingCentral + Odoo CRM Integration is far more smooth & user-friendly than those.
FAQs
What is RingCentral?
RingCentral is one of the best US-based cloud telephony providers. It offers various telephony solutions to work as a stand-alone solution & also to get it integrated with other software. We have integrated Odoo with RingCentral to offer a complete suite of calling & messaging systems while managing contacts & communication history.
Which are the major benefits of using Odoo+RingCentral Integration?
The best thing about having this integrated solution is we don’t have to use multiple hardware devices & Apps to manage tasks like Calling, Messaging, Contact Management, Communication History & Reporting. We are getting every functionality in one single screen which obviously saves us a lot of time & effort.
What version of Odoo do we need to set-up this solution ?
We are currently having this solution in V14 both for Enterprise & Community edition.
Can we receive incoming Calls / Messages?
Yes. It's not just about being able to connect with your customers but it offers Two-Way Communication. Your customers can also get in touch with you via Call or Text Message. Not only that but we can manage a complete history of communication with all incoming/outgoing conversations. This call / messaging log can be viewed inside a customer & also in RingCentral Logs for all customers in general.
Can we send WhatsApp Messages from this set-up?
No. This solution helps us in establishing connections via Phone Calls & Text Messages. Though the solution is flexible enough to customize & it is allowing us to develop extra features on top of what it has now.
How do we manage contacts here?
This solution is perfectly integrated with Odoo. Hence contacts created in Odoo will directly be available to connect with via RingCentral Calling & Messaging Controls. Communication history can also be viewed individually inside each of the customers/contacts & a general list of contacts can also be viewed who have been in conversation with us so far. So it easily manages contacts.
Can we forward an on-going call in this solution ?
Yes. Apart from just offering us the Calling / Messaging features, it has something extra for us too. When over a call, RingCentral pops-up with a smart control pad with all the functionalities to Call, Hold, Transfer/Forward, Call Flipping, Call Recording & many others. It helps us to manage the complete flow of business by having to perform two-way calling on the daily basis.
Can we customise this software?
Yes. We have a complete suite ready but we always have options to get it customized as per customer’s requirements. Odoo is flexible enough to have it & use it in the way we want.
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