Role-Based WhatsApp x Odoo Integration: Stakeholder and Customer Flows

Role-Based WhatsApp x Odoo Integration: Stakeholder and Customer Flows

Odoo

8 mins

Most CRM and ERP partners stop at implementation. We stay focused on business impact.

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Discover how Sedin’s role-based WhatsApp x Odoo integration connects employees and customers directly to your ERP. Illustration of managing access, inventory, sales reports, order tracking, and support instantly through WhatsApp. In today’s fast-paced business environment, instant access to critical data can define success. Imagine your employees checking inventory or sales reports, or your customers tracking orders, all from a simple WhatsApp message. That’s precisely what a WhatsApp x Odoo integration delivers, bridging communication and ERP systems. At Sedin, as a trusted Odoo partner, we’ve built a role-based WhatsApp integration that serves both internal stakeholders and customers, providing a more innovative, faster, and more accessible way to interact with Odoo.

Role-Based Architecture

Our WhatsApp–Odoo integration supports two primary roles:

  • Internal Stakeholders: Employees who need quick access to inventory, sales insights, order details, and Excel reports.

  • Customers: End users who want to track orders, download invoices, request support, and manage preferences directly via WhatsApp.

The system automatically identifies a user’s role based on their WhatsApp number and associated Odoo contact, delivering dynamic, role-specific menus for maximum efficiency.

Internal Stakeholders: Simplifying Access to Critical Data

Internal users receive a customized menu that enables them to access essential reports and insights instantly, without needing to navigate the whole ERP system.

Upon sending a message, internal users receive a welcome message with menu options.

Phone scanning whatsapp web qr code on screen

2. Shipping & Delivery

When the user selects this option, they will be shown the following submenu options:

Shipping Status

If the user selects this option, they will receive the current status of their order.

Delivery Date Estimate 

If the user selects this option, they will receive the estimated delivery dates for their orders along with courier and current status details.

Change Shipping Address 

If the user selects this option, they will be prompted to provide their new shipping address in a specified format. Once the address is submitted, the system updates it their Odoo operating dashboard.

New Address Update

3. Customer Support

When the user selects option 3 from the main menu, they will be shown the following submenu options:

Contact Support

If the user selects this option, they will receive the customer support contact details, including the phone number and available hours. They can use this information to call or reply with their query for assistance. 

View My Support Tickets 

The user can view a list of their recent support tickets along with their status and creation date.

Submit a New Query or Issue

If the user selects this option, they will be prompted to type their issue or query. Once submitted, the system logs the request, and the support team will follow up promptly.

Customer Role: Seamless Order Management via WhatsApp

Why Choose Sedin as Your WhatsApp x Odoo Integrator

Conclusion: Transform ERP Communication with Sedin

A WhatsApp x Odoo integration is no longer a luxury; it’s a strategic advantage. It is exclusively built for organizations willing to manage their operations and have a one-stop solution for seeking information. Whether it’s inventory management, sales reporting, or customer support, Sedin’s role-based approach ensures everyone gets the correct information at the right time.

As your trusted Odoo partner, we don’t just implement ERP software; we enhance it with practical, business-driven solutions.

Get Started Today! Elevate your ERP capabilities, boosts team efficiency, and improves customer experience – all of it is one step away from WhatsApp x Odoo integration.

FAQ

What is a WhatsApp Odoo integration?

The blog mentions "role-based." What does that mean?

How does this integration actually help my customers?

How does it help my internal team (like sales or managers)?

Is this the same as just using the free WhatsApp Business app?

Written by

Srinidhi Ganesan

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

Better the Best.


SedCloud CRM,

A Division of Sedin Technologies 

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