WhatsApp + CRM
WhatsApp + CRM: every conversation logged and measurable
Your team already sells over WhatsApp. We connect it to the Odoo CRM so no conversation gets lost on a phone.
Who it's for
For sales teams that sell over WhatsApp without structure
Without traceability, you don't know who responded, what was promised, or how it ended. With Odoo, every conversation is assigned and has a history.
A CRM integrated with your ERP means the sales rep sees purchase history and overdue balances, and can create quotes from the same place.
What's included
Your CRM, with WhatsApp inside
- Conversations in the CRMEvery chat is saved alongside the customer and the opportunity.
- Assignment by sales repEvery conversation has an owner.
- Customer history at a glancePurchases and overdue balances without leaving the conversation.
- Quotes from the chatCreate the quote in Odoo while you're helping the customer.
- Opportunity trackingA clear pipeline, with the next step for each deal.
- Optional AI agentAn agent that responds and hands the context to your team.
How we work
From scattered chats to a CRM that gets used
Diagnosis
We map your operation and identify bottlenecks and automation opportunities. No diagnosis, no configuration.
Architecture
We design the modules and integrations around your goals, accounting for tax, bookkeeping, and regulatory requirements from day one.
Implementation
We configure, migrate your data, and support your team's adoption using your real information.
Go-live
Ongoing support, quarterly adjustments, and results measured against agreed KPIs.
Transparency
What we don't promise
- We don't turn on the channel without first defining who responds, when, and under what rules.
- We don't replace your sales team: we give it structure and context.
Related
Services that go hand in hand
FAQ
Frequently asked questions
Do I need Odoo to use the CRM?
The CRM lives in Odoo. If you don't have it yet, we implement it as part of the project.
Are conversations saved?
Yes. Every conversation is logged, assigned, and measurable in the CRM.
Can an AI agent respond?
Yes. The agent responds on WhatsApp, the web, and the CRM, and it's trained on your catalog and your tone.
Ready to get started?
Book a 60-minute demo and walk away with a real assessment.
We'll show you what Odoo would look like connected to your current operation.