a unique referral code for easier tracking and assignment.
Odoo Account Manager - Customer Manager
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.
- Easy configuration and user-friendly interface
- Multi-version and multi-store compatible
- Detailed documentation included
- Lifetime updates for regular improvements
- Secure and reliable implementation
- Fast support from Weblytic Labs
Product Overview
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
Key Features
during signup to choose their manager, simplifying the process of management assignment.
manager-customer links, ensuring that assignments are validated for better service quality.
communicate directly with their manager using a built-in chat feature, facilitating quicker issue resolution.
streamline communication and improve response times.
if no referral code is provided.
of available managers.
emails for transparency.
for easy reference.
link approvals or support ticket updates.
Why Choose This Module?
- Missing this capability in your current workflow
- Missed customer alerts and follow-ups
- More support tickets from unclear workflows
- 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.
Perfect For
Screenshots
Installation in 4 Easy Steps
Upload and install the module ZIP from your back office Modules page.
Open the module configuration and enter the required credentials or options.
Enable the feature for your shop / front office and save.
Test the workflow, then start using Odoo Account Manager - Customer Manager on your store.