Agile CRM vs. Odoo

Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.

Incentivized

It is well suited for inventory tracking, shipping and sales work flows. While some customization is needed to make it functional, if done correctly Odoo can serves as a powerful one stop shop for all of a businesses needs. The ease of customization for email templates, both for sales communications and marketing outreach leaves something to be desired. Perhaps our team hasn't explored this fully enough. I have personally found it intimidating in trying to construct a news letter using the email marketing module

Incentivized

• The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
• I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
• Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.

Incentivized

• The creation of products is extremely simple, I like that it does not complicate you to put a lot of detail, of course if you want to put more detailed information later it allows you to do it without problems
• The fact that I can manage my inventory of my warehouse is very convenient, I only generate my stock report of the products we have in stock and taking inventory is easier
• The management of opportunities in the CRM is also great, because the guys from the sales department generate their opportunity, place what their client is requiring and we, the logisticians, can automatically generate the quote for what they are requesting, and from there they can only download their quote and send it to their clients.

Incentivized

• The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
• Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
• At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
• The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.

• Customer service is nonexistent. You will need a 3rd party to assist you.
• The system has an open app for integrating with other programs. These are developed by third parties and can be hit or miss in functionality.
• The system offers great flexibility; however, it is too much and requires coding. For example, changing a Sales order PDF requires coding to modify the document.
• Initial implementation is clunky and seems to require a 3rd party just for setup.

Incentivized

There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.

Incentivized

Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.

Once you complete the training with Odoo, you have a great grasp of how the system works, and most every feature is intuitive- There is rarely a task within Odoo that I get frustrated trying to figure out- I can typically look through the system and find what I need to do, and if I ever do need support, the Odoo Support team is excellent

Incentivized

The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.

Incentivized

The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.

Incentivized

The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.

Incentivized

Easy - there is NO SUPPORT (like in ABSOLUTELY NOTHING!!!!!!!). Even for legally mandatory requirements where the system MUST work, they will gladly take a month to get back to you with a NON-answer. We couldn't even get our bank statements correctly into Odoo for 2 months - leading to no reconciliation and the company accounts were a mess (still are!!) as a result - Completely irresponsible. Have not EVEN had an apology from Odoo - they couldn't care less !!

Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..

Incentivized

Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business

Incentivized

It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.

Incentivized

We decided to go with Odoo over Netsuite due to a few factors. Price was a big reason why, Netsuite is the most expensive ERP we vetted. I also did not have a great experience with Netsuite at my last job. I was on the roll out team and it did not work as promised for POS, inventory managing or reporting, it crashed constantly in the middle of using it. Just over all very poor. Considering it is owned by Oracle and the most expensive, you would think it would be able to function on some sort of base level. That company ended up terminating their contract with Netsuite early and going with a different company.

We don't have crashing or error issues. I can complete receives, cycle counts etc and all of my information saves. Visually, Odoo is more satisfying also.

Incentivized

This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.

Incentivized

• It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.

Incentivized

• In older versions, it was super expensive to make it even work. You had to hire third-party developers all the time.
• Newest versions have better built in functionality.
• Cost is pretty high. Odoo plus developers to support it could bankrupt a small business.

Incentivized