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Helpdesk Support Ticket with CRM

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Required Apps • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Project (project)
• Sales (sale_management)
• Website (website)
• Invoicing (account)
• Attendances (hr_attendance)
• Employees (hr)
Community Apps Dependencies bi_website_support_ticket
bi_subtask
Technical Name bi_crm_helpdesk
License OPL-1
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Technical Name bi_crm_helpdesk
License OPL-1

Introduction

The Helpdesk Support Ticket with CRM module is designed to connect customer support and sales processes within Odoo. It allows organizations to efficiently convert helpdesk tickets into CRM leads and transform CRM leads into helpdesk tickets, ensuring smooth collaboration between service and sales teams.

Key Features

  • Convert helpdesk tickets into CRM leads with a single click.

  • View related CRM lead information directly from the ticket form via a smart button.

  • Create helpdesk tickets from CRM leads with an easy shortcut in the lead form.

  • Simple configuration option to enable or disable the CRM and Helpdesk integration.

Benefits

  • Streamlined workflow: Reduce manual effort by linking tickets and leads seamlessly.

  • Improved collaboration: Sales and support teams can access and share critical customer information.

  • Faster follow-ups: Transform issues into opportunities for upselling or strengthening customer relations.

  • User-friendly design: Intuitive buttons and clear navigation enhance productivity.

Compatibility & Technical Details

  • Technical Name: bi_crm_helpdesk

  • Dependencies: Works with Odoo core modules such as CRM, Calendar, Contacts, Project, Sales, Website, Invoicing, and HR.

  • License: Odoo Proprietary License v1.0 (OPL-1).

  • Codebase: Approximately 3,500 lines of code, well-structured and maintainable.

  • Configuration: Activate the integration in user settings to start converting between helpdesk tickets and CRM leads instantly.

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Browseinfo

Manage CRM with Helpdesk Odoo App helps users to configure CRM helpdesk ticket checkbox. Users can generate a CRM lead directly from a helpdesk ticket vice versa they can generate a helpdesk ticket from the CRM lead.

DEMO REQUEST
VIDEO TUTORIAL

Easy to Create CRM Lead from Ticket

User can easily create CRM lead directly from helpdesk ticket.

Easy to Create Ticket from CRM Lead

User can easily create helpdesk ticket directly from CRM Lead.

Configuration for CRM Helpdesk Ticket

Under user configuration you can tick on 'CRM Helpdesk Ticket' checkbox.

Create CRM Lead from Helpdesk Ticket

In helpdesk ticket you can click on "CREATE CRM LEAD" button to create a crm lead directly from the helpdesk ticket.

After created CRM lead you can see 'CRM Lead' smart button on ticket's form view.

Created CRM Lead from Helpdesk Ticket

You can see created CRM lead directly from helpdesk ticket and also view smart button of 'Tickets'.

Create Ticket from CRM Lead

In CRM lead you can click on "CREATE TICKET" button to create a helpdesk ticket directly from the lead.

After created helpdesk ticket you can see 'Tickets' smart button on CRM lead's form view.

Created Helpdesk Ticket from CRM Lead

You can see created helpdesk ticket directly from CRM lead and also view smart button of 'CRM Lead'.

Version : 16.0.0.0
28 November 2022

Initial release of the app.

This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

Please raise your ticket to use on [email protected] We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : [email protected]
Support : [email protected]


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Odoo Proprietary License v1.0
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