What users are saying about

Aptean CRM

2 Ratings

Odoo

15 Ratings

Aptean CRM

2 Ratings
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Score 7.3 out of 101

Odoo

15 Ratings
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Score 8 out of 101

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Likelihood to Recommend

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier profile photo

Odoo

I would go community version for a small startup, Odoo can be customized quickly and refined as a company matures. It's less suited for a big company already using an ERP with lots of workflows and integration.
David MacDonald profile photo

Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Odoo
Customer data management / contact management
Aptean CRM
7.0
Odoo
Workflow management
Aptean CRM
5.0
Odoo
Territory management
Aptean CRM
1.0
Odoo
Opportunity management
Aptean CRM
7.0
Odoo
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Odoo
Contract management
Aptean CRM
1.0
Odoo
Quote & order management
Aptean CRM
6.0
Odoo
Interaction tracking
Aptean CRM
5.0
Odoo
Channel / partner relationship management
Aptean CRM
2.0
Odoo

Customer Service & Support

Aptean CRM
6.5
Odoo
Case management
Aptean CRM
7.0
Odoo
Call center management
Aptean CRM
6.0
Odoo

Marketing Automation

Aptean CRM
5.5
Odoo
Lead management
Aptean CRM
6.0
Odoo
Email marketing
Aptean CRM
5.0
Odoo

CRM Project Management

Aptean CRM
2.7
Odoo
Task management
Aptean CRM
4.0
Odoo
Billing and invoicing management
Aptean CRM
1.0
Odoo
Reporting
Aptean CRM
3.0
Odoo

CRM Reporting & Analytics

Aptean CRM
5.3
Odoo
Forecasting
Aptean CRM
4.0
Odoo
Pipeline visualization
Aptean CRM
4.0
Odoo
Customizable reports
Aptean CRM
8.0
Odoo

Customization

Aptean CRM
6.5
Odoo
7.3
Custom fields
Aptean CRM
10.0
Odoo
Custom objects
Aptean CRM
3.0
Odoo
API for custom integration
Aptean CRM
Odoo
5.5
Plug-ins
Aptean CRM
Odoo
9.0

Security

Aptean CRM
9.0
Odoo
8.3
Single sign-on capability
Aptean CRM
9.0
Odoo
7.5
Role-based user permissions
Aptean CRM
9.0
Odoo
9.0

Payroll Management

Aptean CRM
Odoo
5.2
Pay calculation
Aptean CRM
Odoo
5.5
Benefit plan administration
Aptean CRM
Odoo
6.0
Direct deposit files
Aptean CRM
Odoo
5.0
Salary revision and increment management
Aptean CRM
Odoo
5.0
Reimbursement management
Aptean CRM
Odoo
4.5

Reporting & Analytics

Aptean CRM
Odoo
7.7
Dashboards
Aptean CRM
Odoo
9.0
Standard reports
Aptean CRM
Odoo
8.0
Custom reports
Aptean CRM
Odoo
6.0

General Ledger and Configurable Accounting

Aptean CRM
Odoo
7.0
Accounts payable
Aptean CRM
Odoo
8.0
Accounts receivable
Aptean CRM
Odoo
8.5
Global Financial Support
Aptean CRM
Odoo
6.5
Primary and Secondary Ledgers
Aptean CRM
Odoo
7.0
Intercompany Accounting
Aptean CRM
Odoo
5.5
Localizations
Aptean CRM
Odoo
6.0
Journals and Reconciliations
Aptean CRM
Odoo
7.5
Enterprise Accounting
Aptean CRM
Odoo
8.0
Configurable Accounting
Aptean CRM
Odoo
7.5
Centralized Rules Framework
Aptean CRM
Odoo
5.5
Standardized Processes
Aptean CRM
Odoo
7.5

Inventory Management

Aptean CRM
Odoo
7.5
Inventory tracking
Aptean CRM
Odoo
8.5
Automatic reordering
Aptean CRM
Odoo
7.0
Location management
Aptean CRM
Odoo
7.0
Manufacturing module
Aptean CRM
Odoo
7.5

Order Management

Aptean CRM
Odoo
6.5
Pricing
Aptean CRM
Odoo
9.0
Order entry
Aptean CRM
Odoo
7.5
Credit card processing
Aptean CRM
Odoo
4.0
Cost of goods sold
Aptean CRM
Odoo
5.5
Order Orchestration
Aptean CRM
Odoo
6.0
End-to-end order visibility
Aptean CRM
Odoo
6.0
Order exception Resolution
Aptean CRM
Odoo
7.5

Subledger and Financial Process

Aptean CRM
Odoo
7.1
Automated Invoice Processing
Aptean CRM
Odoo
8.5
Shared Services Payments
Aptean CRM
Odoo
7.0
Billings Management
Aptean CRM
Odoo
7.5
Customer Receipt Applications
Aptean CRM
Odoo
7.0
Customer Collections
Aptean CRM
Odoo
8.0
Revenue Recognition
Aptean CRM
Odoo
8.5
Cash Management
Aptean CRM
Odoo
9.0
Asset Management
Aptean CRM
Odoo
6.0
Travel & Expense Management
Aptean CRM
Odoo
7.5
Budgetary Control & Encumbrance Accounting
Aptean CRM
Odoo
7.0
Period Close
Aptean CRM
Odoo
7.0
Transactions Tax
Aptean CRM
Odoo
8.0
Subledger Reconciliations
Aptean CRM
Odoo
7.0
3rd Party Accounting Systems
Aptean CRM
Odoo
2.0

Project Financial Management

Aptean CRM
Odoo
6.9
Budgeting and Forecasting
Aptean CRM
Odoo
7.5
Project Costing
Aptean CRM
Odoo
6.5
Cost Capture
Aptean CRM
Odoo
6.5
Capital Project Management
Aptean CRM
Odoo
5.5
Customer Invoicing
Aptean CRM
Odoo
6.5
Customer Contract Compliance
Aptean CRM
Odoo
8.5
Project Revenue Recognition
Aptean CRM
Odoo
7.5
Project Financial Performance Analysis
Aptean CRM
Odoo
8.0
Project Financials Dashboard
Aptean CRM
Odoo
6.0
Real-time Financial Reporting
Aptean CRM
Odoo
6.5
Embedded Business Intelligence
Aptean CRM
Odoo
6.5
Project Planning Collaboration
Aptean CRM
Odoo
7.0

Project Execution Management

Aptean CRM
Odoo
5.3
Project Planning and Scheduling
Aptean CRM
Odoo
7.0
Project Manager Dashboard
Aptean CRM
Odoo
7.5
Resource Manager Dashboard
Aptean CRM
Odoo
4.5
Task Insight for Project Managers
Aptean CRM
Odoo
7.5
Project Manager Mobile Functionality
Aptean CRM
Odoo
4.5
Team Member Task Collaboration
Aptean CRM
Odoo
6.0
Team Member Mobile Functionality
Aptean CRM
Odoo
5.0
Project Candidate Search
Aptean CRM
Odoo
5.0
Project Candidate Comparison and Analysis
Aptean CRM
Odoo
5.5
Defineable Resource Pools
Aptean CRM
Odoo
5.5
Defineable Resource Pools
Aptean CRM
Odoo
3.0
Talent Profiles
Aptean CRM
Odoo
3.0
Real-Time Project Reporting
Aptean CRM
Odoo
5.5
Absence Management
Aptean CRM
Odoo
4.5
Product Lifecycle Management
Aptean CRM
Odoo
5.5

Grants Management

Aptean CRM
Odoo
5.9
Award Lifecycle Management
Aptean CRM
Odoo
5.5
Spending Control
Aptean CRM
Odoo
6.0
Indirect Cost Management
Aptean CRM
Odoo
5.5
Billing
Aptean CRM
Odoo
6.5

Procurement

Aptean CRM
Odoo
6.8
Sourcing Team Collaboration
Aptean CRM
Odoo
7.5
Sourcing Analysis
Aptean CRM
Odoo
5.0
Bids Analyzed and Compared
Aptean CRM
Odoo
7.0
Catalog Shopping E-Commerce for Employees
Aptean CRM
Odoo
6.0
Contract Authoring
Aptean CRM
Odoo
6.5
Contract Compliance Management
Aptean CRM
Odoo
7.0
Contract History
Aptean CRM
Odoo
6.5
Contract Renewal Automation
Aptean CRM
Odoo
6.5
Contract Repository
Aptean CRM
Odoo
7.5
Contract Standardization and Enforcement
Aptean CRM
Odoo
5.5
Electronic Signatures
Aptean CRM
Odoo
8.5
Invoice Automated Matching
Aptean CRM
Odoo
7.5
Purchasing Risk and Compliance Management
Aptean CRM
Odoo
8.5
Requisitions-to-Purchase Orders Integrated
Aptean CRM
Odoo
6.5
Spend Compliance Management
Aptean CRM
Odoo
6.0
Supplier Assessment
Aptean CRM
Odoo
7.0
Supplier Communication and Collaboration
Aptean CRM
Odoo
7.0
Supplier Management
Aptean CRM
Odoo
7.0
Supplier Portal
Aptean CRM
Odoo
7.0

Risk Management

Aptean CRM
Odoo
7.0
Risk Repository
Aptean CRM
Odoo
7.0
Control Management
Aptean CRM
Odoo
7.0
Control Mapping
Aptean CRM
Odoo
6.0
Control Efficiency Assessments
Aptean CRM
Odoo
7.0
Automated Control Assessments
Aptean CRM
Odoo
7.0
Assessment Capture
Aptean CRM
Odoo
6.0
Issue Detection
Aptean CRM
Odoo
7.0
Automatic Notification
Aptean CRM
Odoo
9.0
Remediation and Certification
Aptean CRM
Odoo
7.0

Logistics

Aptean CRM
Odoo
7.1
Transportation Planning and Optimization
Aptean CRM
Odoo
6.0
Transportation Sourcing Management
Aptean CRM
Odoo
7.0
Transportation Process Integration
Aptean CRM
Odoo
6.0
Transportation Execution Management
Aptean CRM
Odoo
6.0
Fulfillment Management
Aptean CRM
Odoo
5.0
Inventory Visibility
Aptean CRM
Odoo
10.0
Warehouse Workforce Management
Aptean CRM
Odoo
10.0

Manufacturing

Aptean CRM
Odoo
8.4
Production Process Design
Aptean CRM
Odoo
9.0
Supply Chain Business Flows
Aptean CRM
Odoo
9.0
Production Management
Aptean CRM
Odoo
9.0
Contracted Manufacturing Management
Aptean CRM
Odoo
9.0
Configuration Management
Aptean CRM
Odoo
9.0
Work Definition
Aptean CRM
Odoo
8.0
Work Execution
Aptean CRM
Odoo
7.0
Advanced Fulfillment
Aptean CRM
Odoo
7.0
Manufacturing Costs
Aptean CRM
Odoo
9.0

Supply Chain

Aptean CRM
Odoo
8.0
Forecasting
Aptean CRM
Odoo
8.0
Inventory Planning
Aptean CRM
Odoo
8.0
Multi-tier Supply Chain Planning
Aptean CRM
Odoo
8.0
Performance Monitoring
Aptean CRM
Odoo
8.0

Product Lifecycle Management

Aptean CRM
Odoo
6.7
Ideation Management
Aptean CRM
Odoo
7.0
Requirements Management
Aptean CRM
Odoo
8.0
Proposal Management
Aptean CRM
Odoo
7.0
Innovation Portfolio Management
Aptean CRM
Odoo
7.0
Product Master Data Management
Aptean CRM
Odoo
6.0
Vendor Portal
Aptean CRM
Odoo
6.0
Project Portfolio Management
Aptean CRM
Odoo
6.0

Pros

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier profile photo
  • Easy to use and user-friendly interface with the detailed instructions alongside whenever it's needed. If the instructions do not help or you need any further assistance their support team is really accessible through email. The response rate is maximum 1 hour.
  • The ability of the system to be the all-in-one place for different business operations. As in terms of sales, in our organization, it unites and serves almost every task related to sales starting from invoicing and ending with the shipping.
  • The modules inside the Odoo are well adapted to each other for different but connected operations making it comfortable to understand the process flow at a functional and technical level.
No photo available

Cons

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier profile photo
  • Some of the 'landing pages' in the system are not user actionable/changeable. For instance, setting the pipeline of the sales, which appears for every salesmen user, even if there is no need for him/her to set it. It can't be turned off.
  • Being open source software, Odoo should be more easily tweakable. However, it is difficult to find the proper information for the developers about how to do it. The is a lot of information but not in a well-organized way.
No photo available

Alternatives Considered

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier profile photo
While comparing Direkto with the Odoo, I'd say, only consideration of the UI is enough to see the vital advantage of the latter. Moreover, the specific functions are way [more] easily searchable through the Odoo than in Direkto.
No photo available

Return on Investment

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo
  • The integration of the support department in the sales processes was easily carried out by implementing Odoo.
  • Improved functionality and UI of the sales and logistics related processes in the company.
No photo available

Pricing Details

Aptean CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Odoo

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details