Admins can select a manager and provide a referral code from the user list.

Add new reasons while viewing all existing reasons.

Activate the checkboxes according to your chosen options.

View the customer requests list with status updates.

Navigate to the partner list for quick access.

Display the account manager information box during payment confirmation.

Fill the form out according to your specific criteria.

Provide full details on raised tickets, including both open and closed statuses.

View the sales order history associated with the current manager.

Click the 'Account Manager' tab to continue.

Select the reference number for detailed information.

View all communication records and related interactions.

View the complete records of sale orders.

Check the sale order details and display your account manager's details.

View the list of customers linked to the manager.

Customers can choose their own managers for support.

View the customer request list with status updates.

Customers are assigned to managers automatically based on settings.

The system automatically assigns the manager as the default.

View the list of partners for easy access.

Access all available emails in the list.

Add a new manager and view the complete list of managers.

Odoo Account Manager - Customer Manager

€50.00

Tax excluded

(3 Ratings)

The Account Manager app enhances customer interactions and streamlines management by allowing admins to assign managers to customers through a unique referral code system. This feature improves communication and service delivery, enabling customers to select their preferred manager during signup. With integrated support options, this app promotes personalized service and efficient issue resolution.

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Return policy

10-day module exchange guarantee

Description

Key Features

Benefits

Workflow

FAQ

Reviews

Description

The Account Manager - Customer Manager app improves customer support and management efficiency by allowing admins to assign managers to customers using unique referral codes.
Customers can select their preferred manager during signup or enter a referral code for personalized service.
The app supports approval workflows, direct communication via support tickets, and displays manager information in order confirmations and details.
Admins can set up automatic or manual manager assignments, streamline communication with predefined message reasons, and automatically notify customers of important updates.
This tool enhances customer relationships, simplifies manager-customer linking, and promotes efficient issue resolution.

Key Features

Admins can create multiple managers, each with a unique referral code for easier tracking and assignment.
Customers can select or enter a referral code during signup to choose their manager, simplifying the process of management assignment.
Admins receive requests to approve manager-customer links, ensuring that assignments are validated for better service quality.
Customers can raise support tickets and communicate directly with their manager using a built-in chat feature, facilitating quicker issue resolution.
Admins can set standard message reasons to streamline communication and improve response times.
Automatically assign a manager to new customers if no referral code is provided.
Allow customers to choose from a dropdown list of available managers.
Display manager details in order confirmation emails for transparency.
Show manager information on order detail pages for easy reference.
Automatic email alerts for key events such as link approvals or support ticket updates.

Benefits

Enables direct, personalized communication to resolve issues quickly.
Simplifies manager assignment and customer management workflows.
Allows customers to select their preferred manager for tailored service.
Facilitates instant support tickets and updates via built-in chat and email alerts.
Builds stronger relationships through personalized support and efficient management.
Quickly assign managers to customers using referral codes and approval workflows.

Workflow

Admin navigates to the account management section.
Creates multiple managers, each assigned a unique referral code for easy tracking.
Defines manager details and email notifications as needed.
Customer registers on the platform or app.
During signup, the customer can enter or select a referral code or choose from a dropdown list of managers.
If no code is entered, the system can automatically assign a default manager.
Admin reviews new referral requests to link customers with managers.
Approves or rejects manager-customer links to ensure quality assignments.
Once approved, the customer-manager relationship is established securely.
Customers can raise support tickets through an integrated chat interface, directly communicating with their assigned manager.
When an order is confirmed, the order confirmation email includes the assigned manager’s details for transparency.
Customers receive automatic email notifications for link approvals, support responses, and other key events.
Admin can view and update the list of manager-client relationships at any time.
Manager details are visible on order pages for easy reference and transparency.
Unpaid, pending, or rejected referral requests are managed through the approval system.
Admins can set standard message reasons and manage communication templates.

FAQ

What is the Account Manager - Customer Manager app?

The app improves customer interactions by allowing admins to assign managers via referral codes, enabling customers to select or be assigned a manager during signup, and facilitating personalized support and communication.

How do admins assign managers?

Admins create multiple managers, each with a unique referral code, to easily track and assign managers to customers.

Can customers select their manager?

Yes, customers can enter or choose a referral code during signup to select their preferred manager or be assigned one automatically.

How is the manager-customer link approved?

Admins receive requests to approve or reject manager-customer links, ensuring valid and quality assignments.

Can customers communicate with their manager?

Yes, customers can raise support tickets and chat directly with their assigned manager, enabling quick issue resolution.

Where are the manager details shown?

Manager information appears in order confirmation emails and order detail pages for transparency and easy reference.

How are notifications handled?

Automatic email alerts are sent for key events like link approvals and support updates to keep customers informed.

What kind of support do you offer after module purchase?

We provide technical support to resolve installation, configuration, and functionality-related issues. Support details are outlined in our support policy. We also customize our Odoo App to meet your business needs.

Do your Odoo extensions support multi-language functionality?

Yes, our modules are designed to be multi-language compatible. Follow the provided guidelines to configure language settings within Odoo.

What versions of Odoo are compatible with your extensions?

Our extensions are regularly updated to support the latest stable Odoo versions. For compatibility details, refer to the product description page.

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