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CRM Extensions

Custom CRM enhancements including Twilio SMS integration for leads and contacts.

Module Overview

Module Technical Name Version Description
Send SMS to CRM jdx_send_sms_crm 15.0.0.0 Send SMS to leads via Twilio
Send SMS to Contacts jdx_send_sms_contact 15.0.0.0 Send SMS to contacts via Twilio

SMS Provider Options

These modules use Twilio for simple one-way SMS. For advanced features like two-way conversations, MMS, and unified inbox, see JustCall SMS.

JDX Send SMS to CRM

Field Value
Technical Name jdx_send_sms_crm
Version 15.0.0.0
Category Sales
Dependencies base, twilio_sms_gateway_gsc

Features

  • Send SMS Button - Add SMS button on CRM lead form
  • Twilio Integration - Send SMS via Twilio gateway
  • Quick Communication - Contact leads directly from CRM

Usage

  1. Open CRM lead
  2. Click Send SMS button
  3. Enter message in wizard
  4. Click Send

Requirements

Requires twilio_sms_gateway_gsc module with Twilio credentials configured.

Send SMS to Contacts

Field Value
Technical Name jdx_send_sms_contact
Version 15.0.0.0
Category Sales
Dependencies base, twilio_sms_gateway_gsc

Features

  • Send SMS Button - Add SMS button on Contact (Partner) form
  • Twilio Integration - Send SMS via Twilio gateway
  • Quick Communication - Contact customers directly from partner record

Usage

  1. Open Contact (res.partner)
  2. Click Send SMS button
  3. Enter message in wizard
  4. Click Send

SMS Provider Comparison

The system supports two SMS providers:

Feature Twilio Modules JustCall
One-way SMS ✓ ✓
Two-way Conversations ✗ ✓
Unified Inbox ✗ ✓
MMS Support ✗ ✓
Webhooks ✗ ✓
Multi-line Support ✗ ✓
Templates ✗ ✓

For advanced SMS features, use the JustCall SMS module instead.

Installation

# Install Twilio gateway (required dependency)
docker compose exec odoo odoo \
  -i twilio_sms_gateway_gsc \
  --stop-after-init -d DATABASE_NAME

# Install SMS to CRM
docker compose exec odoo odoo \
  -i jdx_send_sms_crm \
  --stop-after-init -d DATABASE_NAME

# Install SMS to Contacts
docker compose exec odoo odoo \
  -i jdx_send_sms_contact \
  --stop-after-init -d DATABASE_NAME

# Or install both at once
docker compose exec odoo odoo \
  -i twilio_sms_gateway_gsc,jdx_send_sms_crm,jdx_send_sms_contact \
  --stop-after-init -d DATABASE_NAME

Twilio Configuration

Configure Twilio credentials in Odoo:

  1. Go to Settings → Technical → System Parameters
  2. Set the following parameters:
Parameter Description
twilio.account_sid Twilio Account SID
twilio.auth_token Twilio Auth Token
twilio.from_number Default sender phone number

Module Structures

jdx_send_sms_crm

jdx_send_sms_crm/
├── __manifest__.py
├── __init__.py
├── wizard/
│   ├── __init__.py
│   └── send_sms_lead.xml
├── views/
│   └── crm_lead_view_form.xml
└── security/
    └── ir.model.access.csv

jdx_send_sms_contact

jdx_send_sms_contact/
├── __manifest__.py
├── __init__.py
├── wizard/
│   ├── __init__.py
│   └── send_sms_contact.xml
├── views/
│   └── res_partner_view_form.xml
└── security/
    └── ir.model.access.csv
  • JustCall SMS - Advanced SMS with unified inbox
  • Twilio SMS Gateway - Base Twilio integration