Odoo16 System Customization & Integration

Phase 1: Detailed Integration Plan 1. Form Submission Workflow User Form Submission: Implement a dynamic form submission system that routes data to specific campaigns or departments based on predefined criteria such as form type or user selections. The system will utilize backend logic to analyze data and route it appropriately, ensuring immediate engagement. Auto-Reply & Calendar Invite: Develop an automated response system to acknowledge submissions and introduce the relevant department. Include a dynamic calendar link in the email, allowing the visitor to select a meeting time. Integrate with calendar APIs for real-time availability. Executive Scheduling: Create a scheduling interface displaying available executives after the visitor selects a date and time. The visitor can choose an executive, blocking the selected time in the executive’s calendar to prevent double-booking. Confirmation Emails: Send automated confirmation emails to both the visitor and executive, including meeting details and options to add the event to personal calendars. Include reminder emails 24 hours and 1 hour before the meeting. 2. Lead Management Process Lead Follow-Up, Close, or Rejection: Implement a lead management system categorizing leads into follow-up, close, or rejection. Include a dashboard for executives to track and manage leads efficiently. Follow-Up: Allow scheduling of additional meetings for follow-up leads, potentially involving other stakeholders. Ensure lead ownership remains with the initially assigned executive, maintaining communication consistency. Close: Enable proposal submission directly through the system. Integrate with digital signature platforms for online signing, and provide options for manual signing with document upload capabilities. Rejection: Clearly mark rejected leads with reasons for rejection, maintaining a record for future reference and analytics. 3. Blog Module Enhancement Blog Module Customization: Customize the Odoo blog module to allow specific users to create, edit, and delete posts. Implement role-based access to control these actions and ensure content quality through an approval workflow. 4. User-Based Access Roles Role-Based Access Control: Define roles based on department, job function, and required access levels. Assign permissions to control access to data, features, and modules, ensuring multi-company compliance and security. 5. User-Based Email Integrations Email Management: Integrate with popular email providers to allow users to manage emails directly from the CRM. Enable personalized email templates and automatic logging of communication history linked to relevant leads or clients. 6. VoIP Call Management via Asterisk PBX Integration VoIP Integration: Integrate with Asterisk PBX for inbound and outbound VoIP calls, with logic to route calls based on predefined rules. Dubai Location: Configure SIP for inbound calls, requiring a VPN connection for softphone integration. Route calls to the PBX front desk or transfer to extensions, supporting conference calls while adhering to local regulations. UAE Numbers: Set up a SIP toll-free number and integrate VoIP SIM Gateway for executive numbers. Implement fallback options for softphone unavailability, using outbound call features for CUG numbers. India Numbers: Replicate the UAE setup for India, ensuring compliance with local regulations and seamless call management. 7. Accounting Module Integration Comprehensive Accounting Management: Integrate multi-company and multi-currency accounting features to manage transactions across different countries. Include automated bank reconciliation and compliance reporting to streamline financial processes. 8. Social Media Marketing Integration Enhanced Marketing Campaigns: Integrate social media tools for campaign creation, scheduling, and analytics. Connect with major platforms to manage posts and measure campaign performance, providing a content calendar for scheduling and approval workflows. 9. WhatsApp Integration Direct Communication and Engagement: Implement WhatsApp Business API for automated messages, confirmations, and follow-ups. Log interactions in the CRM for a complete communication history and enable broadcast messaging for updates and marketing purposes. 10. Billing and Invoicing Module Integration Automated Billing and Invoicing: Automate invoice creation based on completed services or subscriptions, integrating with payment gateways for online transactions. Implement payment reminders and sync data with the accounting module for accurate financial records. Expected Outcomes for Phase 1: Improved Efficiency: Streamlined form submissions, lead management, and communication. Enhanced User Experience: Personalized responses and scheduling options. Data Management and Compliance: Secure data handling and effective lead tracking. Marketing and Financial Control: Enhanced control over marketing campaigns and financial transactions.