Description
![logo](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/softhealer.png)
CRM Whatsapp Integrations
Nowadays, WhatsApp is frequently used. Many communications take place on WhatsApp. Currently, in CBMS ODOO, there is no feature where you can send Opportunity/Lead details direct to customers WhatsApp. Our module will provide that feature. You can send Opportunity/Lead details direct or manually to the customer’s WhatsApp. You can track sent messages in chatter.
Related Modules
Features
- Display in Chatter Message – Easy to track send the message which is sent in WhatsApp.
- Easy to send Opportunity/Lead details to customer’s WhatsApp in a single click.
- Easy to send Opportunity/Lead to more than one customer Whatsapp in a single click.
In “User”, enable the “CRM Whatsapp Feature” option.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/1.png)
In CRM configuration Setting enable given options for whatsapp.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/2.png)
Set the signature in the message,
1) Go to Preferences.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/03.png)
2) Add Signature.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/04.png)
The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/05.png)
This page will open by clicking the WhatsApp Number menu and fill the detail and click send.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/06.png)
After clicking the send button you will see this WhatsApp confirmation page.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/07.png)
This is the output shown in the WhatsApp messenger.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/08.png)
In Lead you can send message on customer whatsapp direct, Just click ‘Whatsapp’ icon beside of mobile numbers.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/3.png)
After click on whatsapp icon this wizard will appear, where you can write message for customer. and click ‘Send’
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/4.png)
After that whatsapp confirmation wizard will appear and click ‘Send’.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/5.png)
After that message sent to customers whatsapp.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/6.png)
You can tract that in chatter also.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/7.png)
In contact there is ‘Whatsapp’ icon which is placed beside of mobile number.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/8.png)
After click on icon you will see this wizard where you can write message. and click ‘Send’.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/9.png)
After click ‘Send’ Whatsapp confirmation page will appear. click ‘Send’.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/10.png)
After clicking send you will see output in whatsapp messanger like.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/11.png)
Press “Send By Whatsapp” button in the CRM form view.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/s2.png)
After click on that button this wizard will appear, where you can edit message and send to whatsapp.
![](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/s3.png)
Version 15.0.4 | Released on : 2ndJune 2022
New
Send By Whatsapp Feature Added In CRM Form View.
Version 15.0.3 | Released on : 28th December 2021
Fixed
Minor Bug Fixed.
Version 15.0.2 | Released on : 25th December 2021
Fixed
Minor Bug Fixed.
Version 15.0.1 | Released on : 10 October 2021
Initial
Initial Release.
- Yes, this app works perfectly with CBMS Enterprise (CBMS.sh & Premise) as well as Community.
- Yes, This app is compatible with CBMS’s Multi-Company Feature.
- Please Contact Us at sales@mymycbms.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don’t need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@mymycbms.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@mymycbms.com.
![English english](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/eng.png)
![Germany germany](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/german.png)
![Arab arab](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/aarab.png)
![Spanish spanish](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/spanish.jpg)
![Chinese Chinese](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/chinese.png)
![French French](https://odoo15.cbms.ng/sh_crm_whatsapp_integration/static/description/french.png)
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