eurovisa CRM System

Domain: https://eurovisa.uz
Author: Shohjahon Obruyev
Stack: Odoo 18/19 Community (Enterprise preferred)

📋 Purpose

Custom CRM system with integrated IP-telephony, Finance, Telegram Bot, SMS Provider, and Employee Management for visa agencies and service companies.

🌟 Overview

The eurovisa CRM system is a fully integrated business process automation platform built on top of Odoo. It provides end-to-end workflow management for visa agencies and service companies.

✨ Key Features

• Lead and Customer Management - Comprehensive CRM functionality
• IP Telephony Integration - Asterisk/Moizvonki integration
• Eskiz SMS Integration - Automated SMS notifications
• Telegram Bot for Agents - Real-time agent notifications
• Financial Tracking and Reporting - Complete finance workflow
• Employee Management - Performance monitoring and metrics
• Contact Center Tools - Call logs and analytics
• Authentication Customizations - Custom login UX

📦 Core Modules

Module	Description
crm_apps	Base CRM extensions and adjustments
visa_agent_crm	Agent lead management, user access, lead assignments
moizvonki_calls	IP telephony integration via Moizvonki API
crm_eskiz_sms	Eskiz SMS provider integration for notifications
visa_finance	Finance workflow, billing, payment tracking
contact	Contact and customer extensions
visa_agent_bot	Telegram bot integration for agents
login_viza	Custom login UX and styling

🔧 Features Overview

CRM and Sales

• Lead creation from multiple input channels
• Status stages and pipelines
• Assignment rules for agents
• Telegram bot lead notifications

IP Telephony Integration

• Call logs from Asterisk/Moizvonki (via moizvonki_calls)
• Employee call performance tracking
• Click-to-call (optional)
• Call recordings support (optional)

SMS Integration (Eskiz)

• OTP and notification messages
• Lead status alerts
• Automated templates
• Configuration via General Settings

Telegram Bot Integration

• Agent notification system
• Lead updates via bot
• Per-user authentication

Finance Module

• Deal payment flow
• Revenue tracking
• Finance summaries and dashboards

Employee Management

• Employee call metrics
• Agent performance summary
• Access rights segmentation

🏗️ System Architecture

Users/Agents -> CRM + Bot -> Finance -> SMS -> Telephony -> Employees
                       |           |
                       |           ----> Reports
                       |
                       ------> Dashboard

🚀 Installation

Prerequisites

• Ubuntu 22.04 (recommended)
• Python 3.11+
• PostgreSQL 14+
• Odoo 18 or Odoo 19 (Community or Enterprise)
• wkhtmltopdf installed

Clone Repository

git clone git@github.com:shokhsmee/eurovisa.git
cd eurovisa

Install Python Dependencies

pip install -r requirements.txt

Note: Use your existing virtualenv workflow if applicable

Configure Odoo

Add custom addons path to odoo.conf:

addons_path = addons,custom-addons

Example folder structure:

odoo/
  odoo.conf
  custom-addons/
     crm_apps/
     visa_finance/
     visa_agent_crm/
     ...

Database Setup

Create a database manually or via Odoo web UI.

⚙️ Configuration Steps

1. Eskiz SMS Setup

Navigate to: Settings > Technical > Eskiz Settings

Configure:

• Email
• Password
• Token refresh interval

2. Moizvonki IP Telephony Setup

Navigate to: Settings > Telephony

Configure:

• API keys
• Webhook URL: /moizvonki/webhook
• Recording access (optional)

3. Telegram Bot Setup

Navigate to: Settings > Integrations > Telegram Bot

Configure:

• Bot Token
• Allowed Users
• Message Templates

4. Finance Module Configuration

Enable inside: Finance > Settings

🏃 Running the System

From terminal:

./odoo-bin -c odoo.conf

Or run via systemd service.

📸 Screenshots

Dashboard View

CRM Lead Pipeline

Finance Summary

Telegram Bot Workflow

Additional Screenshots

🛠️ Tech Stack

Component	Version
Python	3.11+
Odoo	18/19
PostgreSQL	14+
Telegram Bot API	Yes
Eskiz SMS API	Yes
Moizvonki API	Yes

🚀 Deployment Notes

Production recommendations:

• Use NGINX reverse proxy
• Enable HTTPS (Let's Encrypt)
• Scale using Odoo workers
• Tune PostgreSQL for performance

Enable logging for:

• Telephony events
• Bot events
• Finance operations

🗺️ Future Improvements (Roadmap)

• Call recording storage cleanup
• Finance reconciliation
• Agent KPI dashboards
• Twilio optional support
• Multi-company support

📄 License

Proprietary use. Internal deployment only unless specified by the author.

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Made with ❤️ by Shohjahon Obruyev