WhatsApp Automation Engine
CRM & Marketing

WhatsApp Automation Engine

Automate WhatsApp messages for CRM, sales orders, invoicing, and reminders.

Overview

Sends WhatsApp messages automatically at key moments in the customer lifecycle — a new lead assigned, a sales order confirmed, an invoice due, a payment reminder — using templates managed directly inside Odoo, so sales and accounts stop sending these by hand.

Key Features

  • Trigger-based WhatsApp messages from CRM and Sales events
  • Automated invoice and payment reminder messages
  • Reusable, editable message templates
  • Full send-log visible from the related Odoo record
  • Reduces manual follow-up work for sales and accounts teams