Pragmatic TechSoft Odoo Integration with Digium's SwitchVox For Inbound & Outbound Calls

Integrated with

Quick Overview

Pragmatic Techsoft has come up with Odoo Integrated with Digium's Switchvox. Switchvox is asterisk based but has its own API. We have designed and Integrated Swichvox API with Odoo. Now Odoo has complete integration for inbound and outbound calls. Switchvox can trigger a post to Odoo on all calls, or at any other event, such as on call answer, on incoming call, on outgoing call, etc... 

For Example Odoo CRM track all call statistics in relation to campaigns - Shows activity history and reporting on calls by campaign, can be stored in lead records and campaign records. Even if call isn’t answered, call can be logged as incomplete or missed it can then trigger work flow rules to ensure these calls are followed up.

This Integration will help in Improving Customer Experience, optimize business processes. Integrated system will be more complete and can be integrated with other business processes, an organization is able to substantially increase its effectiveness – and cost savings. Increase Your Employee Productivity and ROI.

About Switchvox

Switchvox is Digium's family of VoIP (Voice Over IP) Phone Systems for small and medium businesses. Switchvox systems are designed to be easy to use, full of helpful features and cost less than a traditional PBX. 

Switchvox is easily managed with the Switchboard, a unique web based, real-time call control panel that gives you the flexibility you need to keep your office connected. 

Key Features

Here are some key features of Odoo Switchvox Integration which can be configured & customized as per clients requirement:

Key Features:

• Integrated Digium's Switchvox API with Odoo
• Integration for inbound and outbound calls.
• It supports browser base soft Phones and Digium IP Phones and X-lite etc...
• Switchvox can trigger a post to Odoo on all calls, or at any other event, such as on call answer, on incoming call, on outgoing call, etc
• Integration to track call statistics - Shows activity history and reporting on calls
• Even if call isn’t answered, call can be logged as incomplete or missed it can then trigger work flow rules to ensure these calls are followed up.
• Integration can be used for all Modules of Odoo.
• CRM Inbound & Out bound Calls
• Call Center
• Issue Management
• Follow up calls.

Odoo Work Flow For Calls integrate with Digium's Switchvox

Switchvox parameter settings on Odoo Configuration

• Extension configuration for Inbound / Outbound  Calls on Odoo
• Each Extension is mapped to Odoo User who is authorized to take calls.

Inbound Calls

1) Inbound Call notification on Odoo. 

2) Track call from previous customer / Leads / Contacts and Extracting records  from Odoo.

3) New Calls, it will pup up Lead screen where new call details are captured.

Outbound Calls

1) Outbound calls through Switchvox Soft Phones, Adding Manual Notes

2) Call Summary – Adding notes on call logs