This module allows to manage phone calls in order to analyze them.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Track, schedule and log phone calls linked to contacts, leads and sales teams, then analyse them with graphs and pivot reports. Calls can be converted into opportunities or turned into calendar meetings.
This module adds a full phone call activity area to CRM. Users can create calls with a summary, contact, phone number, responsible salesperson, sales team, tags, priority and direction (incoming or outgoing). Each call has a status: Confirmed, Pending, Held or Cancelled.
Calls appear in the CRM menu under Phone Calls, with separate views for Logged Calls and Scheduled Calls, plus list, form and calendar views. A search view offers filters such as My Phonecalls, My Team, Unassigned, To Do, Incoming and Outgoing, and grouping by partner, responsible, creation date, month and status.
Business rules are automatic: choosing a contact fills in the phone number; choosing a lead/opportunity copies its sales team, phone, contact and tags. Marking a call as Held sets the close date and computes its duration; reopening it resets the duration. From a call you can schedule another call or log it, schedule a calendar meeting, or convert the call into a new opportunity, which closes the call.
Leads and contacts show a Calls button with the number of related calls. A settings option enables the form view for calls. A Phone Calls Analysis report provides graph and pivot views by sales team, month, number of cases, duration and delay to open or close.
Depends on
Required by other modules
Menus it adds
Models and fields (7)
- crm.lead · extends an existing modelphonecall_ids (Phonecalls), phonecall_count
- res.partner · extends an existing modelphonecall_ids (Phonecalls), phonecall_count
- crm.phonecall · new modeldate, name (Call Summary), state (Status), active, tag_ids (Tags), team_id (Sales Team), user_id (Responsible), duration, priority, date_open (Opened), direction, company_id, email_from (Email), partner_id (Contact), create_date (Creation Date), date_closed (Closed), description, partner_phone (Phone), opportunity_id (Lead/Opportunity), date_action_last (Last Action), date_action_next (Next Action)
- calendar.event · extends an existing modelphonecall_id
- res.config.settings · extends an existing modelgroup_show_form_view (Enable form view for phone calls)
- crm.phonecall.report · new modelstate (Status), team_id, user_id, duration, priority, nbr_cases (# of Cases), company_id, delay_open (Delay to open), partner_id, create_date, date_closed (Close Date), delay_close (Delay to close), opening_date
- crm.phonecall2phonecall · new modeldate, name (Call summary), note, phone, action, tag_ids (Tags), team_id (Sales Team), user_id (Assign To), partner_id, contact_name (Contact)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To use this module, you need to:
- Go to CRM \> Phone Calls \> Logged Calls \> New.
- If your user has Show Scheduled Calls Menu permission, you will see scheduled calls menu too.
- In any moment you can schedule another call, schedule a meeting or convert call contact to opportunity.
- Calls can be categorized and you can manage categories in CRM \> Configuration \> Phone Calls \> Categories.
- Calls can be analyzed in CRM \> Reporting \> Phone Calls Analysis.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.