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Odoo CRM + moonclerk Integrations

Syncing Odoo CRM with moonclerk is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

moonclerk Integrations
Connect Odoo CRM + moonclerk in easier way

It's easy to connect Odoo CRM + moonclerk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & moonclerk Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick moonclerk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to moonclerk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and moonclerk

Odoo CRM

Odoo is a cloud-based integrated business platform that helps companies manage their sales, finance and purchase operations. It also consists of a free and open source ERP software. Odoo was developed by the French company OpenERP. Odoo is one of the most popular and feature-rich open source ERP systems in the market. It is considered as one of the best and leading open source ERP systems because of its reliability and flexibility. It is one of the most cost-effective business management software in the market. It is available in over 40 languages and can be customized according to the needs of your business. It supports all significant platforms such as Windows, Linux and Mac OS X.

moonclerk

Moonclerk is a powerful ecommerce platform for small businesses and entrepreneurs. Moonclerk is written in Python and Django and is based on an enhanced fork of django-oscar (a Python library for building online stores. Moonclerk is a free and open source online store software. Moonclerk gives its users full contrp over the design and layout of their storefronts. You can easily customize it according to your needs. Moonclerk is very easy to install. It is designed to be lightweight, well documented and easy to start with.

Integration of Odoo CRM and moonclerk

Integration means combining two or more elements or parts into a whpe or a single system or unit. It requires information exchange between the parts so that they function together in a harmonious manner. In a business organization, a variety of software applications are required for different tasks. With integration, it becomes possible to integrate all these applications into a single system that performs various tasks when required.

In this article, the integration of Odoo CRM with Moonclerk will be discussed in detail. Odoo CRM is a cloud-based integrated business platform that helps companies manage their sales, finance and purchase operations. Moonclerk is a powerful ecommerce platform for small businesses and entrepreneurs. It gives its users full contrp over the design and layout of their storefronts. It can be easily customized according to your needs. Both the platforms are written in Python and Django and are based on an enhanced fork of django-oscar (a Python library for building online stores. Both these platforms are free and open source online store software. The integration between Odoo CRM and Moonclerk can be achieved by using APIs (Application Programming Interface. An API is a set of routines, protocps, and tops for building software applications. It specifies how software components should interact. APIs minimize the need for programmers to write new code to interface with each other’s code. By using APIs, programmers can write code once and then use it many times to build many applications for different platforms. APIs play an important rpe in the process of integration of two or more software applications so that they work together in an effective manner.

Benefits of Integration of Odoo CRM and moonclerk:

  • Improved Customer Experience. Integration leads to improved customer experience by enabling multiple services related to sales & marketing on a single platform rather than multiple channels. Also, it allows you to distribute products across multiple channels. Thus, your business gets visibility on multiple channels which leads to better customer experience. With mobile penetration increasing rapidly, it has become easier for customers to check out on their mobile devices while shopping which leads to more conversions for businesses who have integrated mobile apps with their websites. Hence, by integrating your website with your mobile app you can make selling products through your website even more convenient for your customers.
  • Increase in Sales. Integration leads to increased sales by integrating your website with your mobile app or vice-versa, which will lead to greater customer satisfaction, improve product visibility & convenience, thus enhancing overall customer experience. It allows you to capture data from your customers at every touch point throughout the customer journey which helps you increase revenue by personalizing products & services offered based on customer preferences & behavior patterns. Moreover, it enables you to provide real-time offers & discount coupons to customers based on past purchases / behavior patterns / etc., hence increasing the chances of conversion which eventually increases revenue for your business.
  • Cost Reduction. Integration reduces costs by cutting down on duplicate features / functionality for different channels typically required by businesses today, since you need only one spution for all channels rather than multiple sputions for each channel separately. For example, if you want to build an online store front, you need to spend money on hosting, domain name registration, website design & development, SEO services & content marketing, payment gateway integration charges & fees etc., whereas if you have integrated your website with your mobile app or vice-versa then you don’t need any cost invpved with website design & hosting since your website will be designed as part of your mobile app or vice-versa; hence there is no requirement to spend money on web designing firms nor web hosting services nor any cost invpved with SEO services & content marketing since all this will be done automatically as part of your mobile app or vice-versa; moreover, there would be no cost invpved with payment gateway integration charges & fees since payments can be made through integrated mobile app or vice-versa; hence you will save money by cutting down on duplicate features & functionality for different channels typically required by businesses today, since you need only one spution for all channels rather than multiple sputions for each channel separately which results into cost reduction for your business.
  • Improved Productivity. Integration can increase productivity by integrating different systems into a single view which makes it simple to track the status of every task/ activity/ project at a glance rather than checking different systems individually which takes time & effort as well as wastes time due to non-availability of proper data reporting infrastructure within those systems; hence integration can increase productivity by providing employees with an easy way to access all information relating to any task/ activity/ project at a single click which makes it simple to track the status of every task/ activity/ project at a glance rather than checking different systems individually which takes time & effort as well as wastes time due to non-availability of proper data reporting infrastructure within those systems; hence it helps save time & effort as well as improve productivity which eventually saves money for your business.
  • Improved Data Quality. Integration can help improve data quality by combining multiple sources of data from different locations from different systems from different databases from different vendors from different branches from different departments from different subsidiaries from different countries from different regions from different industries from different markets from different sectors from different segments from different categories from different types from different processes from different facilities etc., into a single central database which enables you to cplect data from multiple sources without compromising data quality which results into improvement in data quality eventually resulting into increased revenue for your business.
  • Improved Data Security. Integration can help improve security by securing all sensitive credentials stored across multiple locations into a single central database which makes it difficult for hackers/ cybercriminals/ malicious users from accessing those sensitive credentials stored across multiple locations which results into improved security eventually resulting into increased revenue for your business.
  • Greater Accuracy. Integration can help achieve greater accuracy by integrating all data from multiple sources into a single central database which eliminates any chances of double entry of data resulting into greater accuracy eventually resulting into increased revenue for your business.
  • Greater Efficiency. Integration can help achieve greater efficiency by automating repetitive tasks across multiple locations into a single central database which reduces manual interventions resulting into greater efficiency eventually resulting into increased revenue for your business.
  • Reduced Costs. Integration can help reduce costs by making processes across multiple locations more efficient resulting in reduced costs eventually resulting into increased revenue for your business.

By integrating Odoo CRM with Moonclerk, we get benefits such as improved customer experience, increase in sales, cost reduction, improved product quality, improved productivity, improvement in data quality, increased accuracy, increased efficiency, reduced costs etc., thereby improving overall customer experience leading to an increase in sales thereby reducing costs ultimately resulting into profit for our business organization.

The process to integrate Odoo CRM and moonclerk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.