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 Odoo WhatsApp for SMEs - SL Software Solutions

Manage Customer WhatsApp Communication, Business Messages, and Follow-Up in One System


Communicate with Customers Faster Through WhatsApp Connected with Odoo

Odoo WhatsApp helps your business send and receive WhatsApp messages from Odoo, share business documents, send reminders, use message templates, and manage customer communication more systematically.


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Connected Business Environment

What You Can Manage with Odoo Applications

Odoo WhatsApp helps your business manage WhatsApp communication inside your Odoo workflow.

Send bulk messages to selected leads, contacts, or customers

Use message templates for common business communication
Insert customer-specific details using dynamic placeholders

Send and receive WhatsApp messages from Odoo

Connect WhatsApp communication with sales, events, POS, CRM, and other apps

Communicate through Odoo Discuss and message widgets

Send quotations, invoices, receipts, event tickets, and reminders

Problems & Challenges

Many SMEs rely heavily on WhatsApp, but customer communication can become messy when it is not connected to business records.

6. Management lacks communication visibility

Business owners may not know what was sent, who followed up, or whether customer communication was handled properly.

5. Customer conversations are not linked to Odoo records

WhatsApp discussions may not be connected to quotations, invoices, events, orders, or customer profiles.

4. Marketing messages are not properly targeted

Businesses may send general messages to everyone instead of selecting the right leads, customers, or abandoned cart users.

3. Follow-up is not consistent

Customers may ask for updates, payment links, order status, or appointment reminders, but staff may forget to follow up.

2. Documents are sent manually

Staff may need to download quotations, invoices, receipts, or tickets before sending them through WhatsApp.

1. Customer messages are scattered

Conversations may be handled by different staff using different phones, making it hard to trace communication history.




Tailored Implementation

Making Odoo Work Better for Your Business

At SL Software Solutions Sdn Bhd, we help your business implement Odoo WhatsApp based on your actual customer communication and follow-up process.

Understand

We begin by understanding how your team currently uses WhatsApp for sales enquiries, quotations, invoices, payment follow-up, receipts, event reminders, customer service, delivery updates, and marketing messages. From there, we identify where the process is manual, scattered, repetitive, or difficult to monitor.

Recommend

We then recommend the right Odoo setup based on your business needs. This may include WhatsApp API setup guidance, Meta integration requirements, message templates, dynamic placeholders, customer messaging workflow, bulk message usage, Sales integration, Invoice sending, Event reminders, POS receipt sharing, CRM follow-up, and Discuss communication flow.

Configure

Our team helps configure the system, train your users, and support your team after implementation. The goal is to help your business use WhatsApp more professionally, reduce manual messaging work, and keep customer communication closer to your business records.

Key Odoo Features

Discover the built-in capabilities that streamline your tasks.

WhatsApp Messaging from OdooIntegrated with Odoo DiscussBusiness Message TemplatesDynamic PlaceholdersBulk WhatsApp MessagesSend Invoices by WhatsAppMore

WhatsApp Messaging from Odoo

Allows users to send and receive WhatsApp messages directly from the Odoo database.

Your team can manage customer communication closer to the related business records.
Odoo WhatsApp conversation showing customer messages linked to business recordsOdoo WhatsApp conversation showing customer messages linked to business records
 

 

Integrated with Odoo Discuss

Connects WhatsApp with Odoo Discuss and the message widget.

Teams can manage conversations more centrally without jumping between too many communication tools.

 

Business Message Templates

Provides ready-to-use templates and allows businesses to create custom WhatsApp templates.

Your team can send consistent messages for invoices, tickets, receipts, reminders, and follow-up.
Odoo WhatsApp business message templates for reminders, invoices and customer follow-up

 

Dynamic Placeholders

Allows templates to include unique customer or document information automatically.

Messages become more personalised without staff manually editing every message.
Odoo WhatsApp template using unique customer and document information

 

Bulk WhatsApp Messages

Allows businesses to select leads, contacts, or selected customer groups and send WhatsApp messages in a few clicks.

Useful for campaign follow-up, reminders, customer updates, and targeted communication.
Odoo bulk WhatsApp messaging screen for selected leads and customer contacts

 

Send Invoices by WhatsApp

Allows invoices to be shared with customers through WhatsApp.

Improves payment follow-up and makes it easier for customers to receive billing documents.

Odoo customer invoice shared through WhatsApp as a billing document

 

More

Event Tickets and Reminders

Allows businesses to send event tickets, badges, or reminders through WhatsApp.

Event communication becomes faster and easier for attendees to access.
POS Receipt Sharing

Allows POS receipts to be sent to customers through WhatsApp.

Customers can receive digital receipts conveniently, reducing paper handling.
Multi-App Integration

Works with Odoo apps such as Sales, Events, Point of Sale, Discuss, CRM, and other business workflows.

WhatsApp becomes part of your business process instead of being a separate communication channel.

 


Before vs After Using Odoo


Experience the operational upgrade when moving to an integrated management suite.

BEFORE ODOO

 WhatsApp messages are sent manually from phones or separate accounts

 Quotations, invoices, and receipts are downloaded and forwarded manually

 Customer conversations are difficult to trace

 Standard replies and reminders are typed repeatedly

 Sales, event, POS, and follow-up communication are disconnected from Odoo records

AFTER ODOO

 WhatsApp messages can be managed from Odoo

 Business documents can be sent through WhatsApp more directly

 Message templates help standardise communication

 Customer-specific details can be inserted automatically

 WhatsApp communication becomes connected with Sales, Events, POS, CRM, and Discuss

Who Is This Application Suitable For?

Odoo WhatsApp is suitable for businesses that communicate with customers frequently through WhatsApp and want to make the process more organised.

1. Sales teams

Helps send quotations, follow-up messages, and customer updates more quickly.

2. Accounting and admin teams

Useful for sending invoices, payment reminders, and document follow-up.

3. Retail and POS businesses

Helps send digital receipts, customer updates, and promotional communication.

4. eCommerce businesses

Helps send selected messages to leads, customers, or abandoned cart users depending on setup.

5. SMEs still using personal WhatsApp manually

Helps reduce scattered messages and improve customer communication tracking.

6. Event and training organisers

Useful for sending event reminders, tickets, badges, and attendee updates.

Related Odoo Applications


Discuss

Helps manage WhatsApp conversations together with Odoo messages and internal communication.

Learn more


Sales

Allows quotations, sales follow-up, and customer communication to be sent through WhatsApp.

Learn more


Invoicing

Helps send invoices and billing-related messages to customers.

Learn more

Our Process


Discovery

We learn about your business, industry, current process, and key challenges.

Analysis

We review your workflow and identify improvement areas, system needs, and possible risks.

Recommendation

We propose the right Odoo modules, structure, and implementation direction based on your business requirements.

Planning

We help you prepare for implementation, optimization, or system enhancement.

Ongoing Advisory

As your business grows, we continue to provide guidance for improvement and scalability.

Why Choose SL Software? 

Practical Training

We focus on real usage, not theory.

Simple & Clear Explanation

We make complex processes easy to understand.

Tailored to Your Business

Training is based on your workflow.

Ongoing Support

We help your team even after training ends.

Frequently Asked Questions



Ready to Connect WhatsApp Communication with Your Odoo Workflow?


Talk to SL Software Solutions and let us help you plan a practical Odoo WhatsApp setup for your business. We will review your current WhatsApp communication process, identify manual steps, and recommend a workflow that helps your team send messages, share documents, follow up customers, and manage communication more clearly.


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