Odoo CRM solution

Integrate With Odoo CRM

Odoo CRM is a customer relationship management system that helps businesses track sales opportunities, close deals, and analyze sales performance. It also connects with other Odoo apps — Odoo Invoicing, Odoo Sign, Odoo Email Marketing — and integrates with Yeastar's Cloud PBX to make everyday work faster and more convenient.

Yeastar P-Series Cloud Edition is a cloud PBX that supports integration with third-party applications through its API. Integrating with Odoo CRM lets users receive complete call details directly from the CRM while managing voice calls efficiently.

Key Features

Click to call

Call a customer from Odoo, or from any Chrome browser tab, through the Yeastar Linkus extension — just click the phone number to save time and boost efficiency.

Instant call screen pops

When a call comes in, the system displays the caller's information from Odoo on screen immediately, so sales reps can prepare before the conversation starts.

Call journal

Inbound and outbound calls to and from Odoo contacts are logged automatically, cutting the need for manual data entry.

Call control

Access advanced call-handling features — recording, hold, transfer — without leaving Odoo.

Contact synchronization

Sync contacts and leads from Odoo to the PBX phonebook. Search and call contacts from mobile or PC through Linkus UC Clients, with caller names always shown on your device.

Auto-generate leads and contacts

External numbers that don't match an existing Odoo CRM record are automatically created as a new lead or contact, opening the new contact record right when the call is answered.

Requirements

Odoo CRM

  • Hosting type: Odoo Online
  • Edition: Odoo Enterprise
  • Version: Odoo 14.0 or later

Yeastar P-Series Cloud Edition

  • Firmware: version 84.15.0.74 or later

Integrating Yeastar P-Series Cloud Edition with Odoo CRM helps your organization manage customers and phone-based communication efficiently, with a full feature set that reduces the sales team's workload, speeds up customer follow-up, and connects customer data smoothly — so your team can work with maximum agility and effectiveness.