Odoo VoIP Module: Phone Integration Guide

What Is Odoo VoIP?

Odoo VoIP integrates phone calling directly into Odoo through a built-in softphone. Sales reps can click-to-call contacts from CRM, receive incoming call popups with customer context, log call notes automatically, and manage phone queues — all without leaving the Odoo interface.

Module Setup

Install the VoIP module from Apps. You need a SIP-compatible phone provider to route actual calls.

SIP Provider Configuration

Configure your SIP account in Settings → VoIP:

Compatible Providers

# SIP providers that work with Odoo VoIP:
# - Axivox (Odoo's preferred partner)
# - OnSIP
# - Asterisk/FreePBX
# - 3CX
# - Twilio SIP
# - VoIP.ms
# - Any SIP/WebSocket compatible provider

# Requirements:
# - SIP over WebSocket (WSS) support
# - SRTP for encrypted audio
# - Browser WebRTC compatibility

User Configuration

Each user configures their own VoIP settings:

1. Go to Settings → Users → Select user
2. Under VoIP tab, enter SIP credentials
3. Set extension number
4. Configure ringtone and volume

Making Calls

Click-to-Call

Any phone number displayed in Odoo becomes clickable:

• Contact form → Click phone number
• CRM lead → Click customer phone
• Sales order → Click customer phone
• Helpdesk ticket → Click caller phone

The built-in softphone opens, dials the number, and logs the call on the record.

Softphone Widget

The softphone widget appears in the top bar:

# Softphone features:
# - Dial pad for manual dialing
# - Recent calls list
# - Contacts search
# - Call transfer (blind and attended)
# - Hold/mute
# - Call duration timer
# - Note-taking during call

Receiving Calls

Incoming Call Popup

When a call comes in, Odoo displays a popup with:

• Caller name (if matched to a contact)
• Company name
• Recent activity (last email, last sale, open tickets)
• Accept or reject buttons

This gives the agent instant context before answering the call.

Call Logging

After each call, Odoo automatically:

• Logs the call in the chatter of the related record
• Records call duration
• Saves any notes taken during the call
• Schedules follow-up activities if set by the agent

Phone Queues

For call center operations, configure phone queues:

• Ring All — All agents ring simultaneously
• Round Robin — Rotate between agents
• Least Recent — Agent who hasn't taken a call longest
• Random — Random agent selection

CRM Integration

VoIP deeply integrates with CRM for sales calling:

Click-to-Call from Pipeline

1. Open CRM pipeline
2. Click the phone icon on any lead
3. Call connects via the softphone
4. After the call, update the lead status
5. Schedule next activity (follow-up call, meeting)

Call Campaigns

Create call lists for outbound campaigns:

# Call campaign workflow:
# 1. Filter leads (e.g., uncontacted leads from last week)
# 2. Create a phone queue from the filtered list
# 3. Agents click "Next" to auto-dial the next lead
# 4. After each call: log notes, set disposition
# 5. System tracks call attempts, connects, and outcomes

Integration with Other Modules

• CRM — Click-to-call leads, log calls on opportunities
• Helpdesk — Incoming calls create tickets, call context for agents
• Sales — Call customers from sales orders
• Contacts — Full call history on contact records

Audio Requirements

• Headset with microphone recommended for quality
• Stable internet connection (minimum 100 kbps per call)
• Browser must allow microphone access
• Chrome, Firefox, or Edge recommended (WebRTC support)

Best Practices

• Use headsets — Better audio quality than laptop speakers/mic
• Log notes immediately — Take notes during the call, not after
• Schedule follow-ups — Create activities before hanging up
• Monitor call metrics — Track calls per agent, duration, and outcomes
• Test SIP setup — Verify call quality with test calls before go-live

DeployMonkey + VoIP

DeployMonkey's AI agent configures your SIP provider connection, user extensions, and CRM call integration so your team can start calling from Odoo immediately.