IThe phone rings. Your sales team picks up. And as the conversation begins, everything is already on screen: who's calling, the last quote sent, the open CRM opportunity, notes from the last conversation..
No frantic searching. No "let me call you back while I find your file." Just faster, more informed, more professional conversations — from the very first second..
This is Clickode · Yeastar PBX Integration, the native Odoo module developed by Clickode to connect the Yeastar P-Series cloud PBX directly to the heart of your ERP..
Why Integrate Your Phone System with Odoo?
Companies that don't integrate their phone system with the CRM pay a hidden cost every day: time wasted looking up contacts during calls, manually compiled call logs (when it happens at all), and commercial opportunities forgotten because the call was never documented.
Based on internal sales process estimates, a sales rep loses an average of 45–60 minutes per day on call-related administrative tasks: updating the CRM, writing notes, searching customer history. Multiplied across the team, this is a significant operational cost — often invisible, always avoidable.
The Odoo + Yeastar integration eliminates this inefficiency at the root: every call is automatically logged, linked to the right records, and archived without anyone lifting a finger..
What the Integration Actually Does
The Clickode package consists of three independent modules, which can also be installed separately based on your needs
- Base — Secure connection to the PBX, multi-server support for corporate groups with multiple phone systems, and a built-in test wizard
- CTI & Call Log — The automation engine: real-time call popup in the Odoo interface, automatic caller identification, complete log of every call (inbound, outbound, internal) with duration, status, and link to the audio recording — automatically linked to the CRM opportunity, quote, Helpdesk ticket, and contact record
- Phonebook Sync — Bidirectional synchronization of Odoo contacts to the phone directories configured in the PBX: the customer's name appears on the display of the physical phone or mobile app, with no manual updates requiredi
Come cambia la giornata del tuo team: 4 scenari reali
Chiamata in entrata dal cliente
Mario Rossi calls the company number. Giulia, on the sales team, sees a popup appear in the top-right corner — while the phone is still ringing — showing the name, company, and an "Open record" button. She answers already informed: last invoice, open orders, previous notes. At the end of the call, the log is automatically written into the partner's chatter. Time Giulia spent documenting the call: zero.
Outbound call on a CRM lead
Luca calls Bianchi Impianti Srl from his Yeastar extension. After the conversation, Odoo receives the call data, identifies Luca by his internal extension, identifies the customer by phone number, and automatically writes three logs: in the CRM opportunity, in the last quote sent, and in the contact record. Luca only adds qualitative notes — everything else is already written. Always up-to-date history, zero forgotten details..
Post-sale support
A customer calls support. Alberto receives the popup, opens the record with one click, and immediately sees open tickets, the last service provided, and the maintenance contract. If needed, he creates a new ticket in 10 seconds with the contact already pre-filled. The audio recording ends up automatically in the ticket chatter. Shorter handling times, measurable service quality.
Missed call
At 1:02 PM a potential customer calls, but all extensions are busy. Odoo still records the attempt, links it to the contact if the number already exists, and makes it visible in the "Missed Calls" filter. The sales rep can systematically follow up before the end of the day. No lead lost to an unanswered call..
The Advantages That Matter to a Decision Maker
- Immediate productivity — Logs are automatic, contacts appear on their own, recordings are accessible from the ERP without logging into the PBX
- Real managerial visibility — Dashboard on calls per operator, status, duration, and volume; reports on missed calls and response times; complete history for every customer and opportunity
- CRM data quality — Opportunities reflect real phone activity; quotes show how many times the rep followed up with the customer; zero undocumented "ghost calls"
- Security and continuity — OAuth token with automatic renewal, authenticated webhooks, separate access profiles for those who view recordings and those who manage configuratione
- Scalability at no extra cost — A single Odoo instance manages multiple Yeastar PBXs (ideal for multi-site companies); the PBX directory updates automatically as contacts grow in Odoo
Why Yeastar
IThe cloud PBX market is crowded, but not all systems are built to integrate with business management software. Yeastar P-Series stands out for one concrete reason: its native Open API exposes all PBX events in real time — inbound, outbound, internal, missed, transferred calls — with no additional middleware and no per-call API licensing costs.
Yeastar P-Series Cloud Edition also eliminates hardware maintenance: no physical servers in the server room, no manual firmware updates, no internal hardware failures to manage. The system is accessible from any device — desk phone, desktop softphone, mobile app — and includes enterprise features such as call queues, configurable IVR, audio recording, and internal reporting, all available to SMEs without prohibitive costs.
La soluzione Odoo + Yeastar che proponiamo non nasce solo dal software: dietro c'è anche Logical Service, partner certificato Yeastar, che si occupa della configurazione, attivazione e supporto del centralino cloud. Con Clickode per il gestionale e Logical Service per la telefonia, il cliente ha un ecosistema completo gestito da specialisti, con un'unica regia di progetto.
Not a Luxury. A Competitive Standard.
Integrating your phone system with the CRM is no longer a project reserved for large companies with significant IT budgets. With Clickode · Yeastar PBX Integration, Italian SMEs can now have fully automated call management, integrated into their sales and support processes, with short implementation times and measurable ROI from the very first month.
Every call becomes data. Every piece of data becomes an opportunity..
Vuoi vedere una demo live su Odoo? Contattaci su Contatti o scrivi a sale@clickode.it — il nostro team è a disposizione per una valutazione gratuita della tua infrastruttura telefonica e CRM.
Clickode Soc. Coop. — Odoo Partner specializing in vertical solutions for Italian SMEs.