Odoo App · WhatsApp & Messaging
WhatsApp CRM
Send and receive WhatsApp messages straight from Odoo CRM leads and opportunities.
Overview
WhatsApp CRM connects Odoo's CRM pipeline to WhatsApp. Reps work the way they already do — opening a lead or opportunity in the kanban or list view — and a Send Message by WhatsApp button on the record opens a dedicated composer for that customer.
Built by TechUltra Solutions, the module sits on TechUltra's WhatsApp Integration (Base) connector and runs on Meta's official WhatsApp Cloud API. Reps pick from approved templates or send a custom message; customers reply from WhatsApp, and the response comes back into Odoo so the whole conversation lives next to the deal.
Because the messaging stack is shared with the rest of TechUltra's WhatsApp modules (Discuss, Marketing, Chatbot, Sales, Invoice, Stock Picking), CRM teams reuse the same providers, phone numbers, and approved templates other departments already maintain — no duplicate setup, no parallel inbox.
Key features
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Send Message by WhatsApp button
A dedicated button on every CRM lead and opportunity opens the WhatsApp composer for that customer — no copying numbers, no switching apps.
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WhatsApp composer
A customisable composer lets reps configure different WhatsApp messages and templates for the customer they are working with, choose attachments, and dispatch in one click.
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Approved template management
Send pre-approved Meta templates straight from the lead or opportunity, so reps stay inside Meta's messaging policy while keeping a consistent voice.
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Two-way conversations
Replies from customers come back into Odoo and are visible on the matching record, so the sales conversation history lives next to the pipeline stage.
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Meta WhatsApp Cloud API
Messages move through Meta's official WhatsApp Business Platform Cloud API — the same enterprise pipe other Meta-supported integrations use, not a third-party gateway.
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Shared providers and numbers
Reuses providers, phone numbers, and templates from TechUltra's WhatsApp Integration (Base) module, so CRM sits on the same WhatsApp connection as Discuss, Marketing, and the rest of the suite.
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Built for the Odoo CRM workflow
Works inside the standard CRM module, so reps stay in the kanban, list, or form view they already use to qualify leads and move opportunities.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- tus_meta_wa_crm
- Odoo versions
- 12.0, 13.0, 14.0, 15.0, 16.0, 17.0, 18.0, 19.0
- Lines of code
- 7,569
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $88 (one-time)
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- CRM
- Calendar
- Contacts
- Discuss
- WhatsApp Integration (Base)
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Install the module
In Odoo, open Apps, remove the Apps filter, search for “WhatsApp CRM”, and click Install. The WhatsApp Integration (Base) module installs alongside it as a dependency.
- 2
Connect Meta's WhatsApp Cloud API
In the base WhatsApp provider configuration, paste the Meta App ID, permanent access token, phone number ID, and WhatsApp Business Account ID, then verify the webhook callback URL.
- 3
Sync templates and operators
Use the Get WhatsApp Templates action to pull approved Meta templates into Odoo, then assign the CRM users who should be able to send and reply.
- 4
Open a CRM lead or opportunity
Go to CRM and open any lead or opportunity. The customer needs a phone number marked as a WhatsApp number on their contact record.
- 5
Send the first message
Click Send Message by WhatsApp on the record. In the composer, pick a template or write a free-text message, attach files if needed, and send.
- 6
Follow up on replies
When the customer replies in WhatsApp, the message comes back into Odoo so the conversation history stays attached to the lead or opportunity.
Frequently asked questions
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What does this module do?
It adds WhatsApp messaging to Odoo's CRM module. Sales reps click a Send Message by WhatsApp button on any lead or opportunity, send a template or free-text message via Meta's WhatsApp Cloud API, and receive replies back in Odoo on the same record.
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Which Odoo versions are supported?
The module supports Odoo 12.0, 13.0, 14.0, 15.0, 16.0, 17.0, 18.0, and 19.0, in both Community and Enterprise editions.
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Do I need TechUltra's WhatsApp base module?
Yes. WhatsApp CRM depends on TechUltra's WhatsApp Integration (Base) module, which holds the Meta Cloud API credentials, providers, phone numbers, and approved templates.
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Are conversations two-way?
Yes. Outbound messages are sent through Meta's WhatsApp Cloud API, and customer replies are routed back into Odoo so the full conversation lives next to the matching CRM record.
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Can I send approved WhatsApp templates from a lead?
Yes. The composer surfaces every approved template synced from Meta, so reps stay inside Meta's messaging policy while keeping a consistent voice.
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Does this also work for opportunities and not just leads?
Yes. The Send Message by WhatsApp button is available on both CRM leads and opportunities, so reps message customers throughout the pipeline.
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Does this share its setup with TechUltra's other WhatsApp modules?
Yes. CRM reuses the providers, phone numbers, and templates configured in the base module, so it runs on the same WhatsApp connection as Discuss, Marketing, Sales, and the rest of TechUltra's WhatsApp suite.
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Is support included?
Yes. The module includes 90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Related solutions
Whole-platform solutions that complement WhatsApp CRM.
WhatsApp ↔ Odoo Integration
Two-way WhatsApp Business API integration with Odoo. Customer messages, order updates, invoices, and payment links — unified inbox for agents.
AI WhatsApp Chatbot
LLM-powered WhatsApp chatbot grounded in your Odoo data. Handles ordering, support, FAQs, and lead qualification with human-agent escalation.
Odoo WhatsApp Push Notifications
Real-time WhatsApp push notifications in Odoo — web, Android, iOS. Customer names in Discuss instead of phone numbers. Compatible with Odoo V12–V18.
Related services
Get the most out of this module with senior TechUltra consultants.
Odoo Customization Services
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Hire Odoo Developers
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Odoo Support & Maintenance
Odoo Gold Partner support — 24/7 functional, technical, and server coverage for Enterprise and Community editions. Fast turnaround, free consultation.
