17hats vs. Odoo CRM

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

Incentivized

We are not a huge company so it's great for the relatively basic requriements we have for storing customer data and logging conversations. I haven't delved too deep inot opportunity tracking but the little I looked didn't seem quite as strong as a tool like Salesforce which I used previously

Incentivized

• Invoicing
• Creating online questionnaire

Incentivized

• Upload, manage contacts for sales team
• Create pipelines for team
• Export and import leads

Incentivized

• Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.

Incentivized

• It would be great to have a custom dashboard with editable graphs and reporting
• The quotation PDF is limited in how it can be changed and I'd prefer using our own custom design rather than the odoo defaults

Incentivized

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

Incentivized

The technical glitch and delay in opening and going to next lead is the major reason for not continuing with odoo. We faced few lead mismatch between source and CRM count also. The interface and features of Odoo is perfectly well and useful when it comes to process leads and do regular follow up

Incentivized

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

Incentivized

This was a bit of a sticking point, we find the support can be lacking and generally its recommended to spurchase a support pack of hours in order to benefit from full support. We have subsequently gone on to do a lot of the implementation and training by ourselves following lots of trial and error so although things are working now, it was initialy a bumpy road implementing!

Incentivized

Odoo was referred by one of my friends and interface was attractive with all these pipelines, filters, etc

We were able to filter leads super precisely and project as per our vision. The notes and reminders are useful. Odoo Congress with inbuilt calender option from where you can create events and share with the team or the respective prospects

Incentivized

• ROI - Saves me time on creating invoices and questionnaires.

Incentivized

• We've 10x'ed our turnover since implementing Odoo
• We have trackable quotations across the team so we can all access eah others quotes when people are away

Incentivized