Aurea CRM vs. Odoo vs. Pipedrive

I have prepared deeply detailed customised queries to prepare detailed customer reports including markets, segments, classifications and potentials to present to our company management which have been highly appreciated. So, it was well suited in that case. Since I'm traveling a lot for customer visit activities, I frequently need to use it as mobile but it's slightly nightmarish to use its unfriendly search function as well as very slow loading speeds. So, it's less appropriate in that case.

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

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

• customised and detailed query preparation
• offer creation
• creation of detailed activity reports

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

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• slightly complex user interface and menu items
• very slow loading speeds particularly for mobile smartphone use
• missing information for current or next steps of the menu while typing or entering something

Incentivized

• 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

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Since it's providing useful features, I like to use Aurea CRM on my company PC at the office for my daily activities. However, we are in highly digital age via mobile devices particularly smart phones and we need to use softwares even in mobility which is highly weak feature of Aurea CRM and needs to be improved as soon as possible.

Incentivized

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

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

I'm not getting in touch directly with Aurea CRM support team member because they have trained our company's IT team members that are in direct contact with Aurea CRM support channel. As far as I know, the overall support for Aurea CRM is quite good and highly prompt in a professional way.

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 !!

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Experiment is the only way to start

I didn't select Aurea CRM myself. Since our company is global, our headquarter has selected Aurea CRM after certain years of old Oracle based Crm use. As far as I know the old one was having some weaknesses about reporting, analysing via queries, lack of marketing activies etc. That's why our top management has selected Aurea CRM for a better solution which I highly agree with it except terrible mobile use.

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

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

• positive impact for efficiency of indoor sales activies
• positive impact for better report preparation
• negative impact for mobile use

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

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized