Odoo CRM vs. Soffront CRM

For small businesses and small teams, Odoo CRM is fine. It has the basics, and it is functional. But as the teams grow, processes become more complex, and reporting needs to be accurate, you will have to either allocate a budget to an Odoo partner or hire a Python developer internally. Sales-led organizations with larger teams will find poor reporting a deal-breaker. You can't do standard reporting that you find in HubSpot or Salesforce. So you end up doing a lot of customization or manual work to get the reports you need.

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Lead generation and follow-up with sales are well suited. Social media integration and reporting/dashboards for insights can be improved.

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• Generating quotations partiuclarly for the ease of data amendment so that products can be added on the fly and names can be amended per quote to suit
• The contact tagging feature is a fantastic way of grouping customers/leads into industry specific groups for targetting specific areas seperately
• Very versatile customer pricelist function for ensuring discount structures are accurately calculated

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• The email marketing platform is wonderful. It allows for tracking and you can do AB testing with it as well.
• Landing page and form placement with other companies have also been easy. Regardless of website or landing page that you use the forms integrate and you get an email notification whenever a new lead is added to the database.
• The overall layout of the CRM is also nice to use. You can open up different tabs with information on and then go back to a previous tab without having to use the browser controls. It makes navigating and comparing information very easy to do.

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• UI can be improved
• The lead view can be better since we have to scroll a lot.
• The server is down or technical glitches are happening . We have seen distance in lead count

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• Reporting
• Loyalty features
• Social media integration

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Odoo CRM is usable and has a lot of features, so it gives us the basics we need to run a successful business. The problem is, it requires a lot of time and money to customize it and run it smoothly. Plus, Odoo support can be pretty bad. For every 1 good support agent, there are 9 that don't pay attention. We have an internal running joke that ChatGPT is more helpful than Odoo support when they first reply. Once we get to product experts, they usually know what they are talking about. But the first-level support agents, you have to push them and re-explain things to get them to understand and hopefully escalate. Plus, they always miss SLA response times, blaming it on a busy period. Usually takes a week for the first reply. You can get live chat sometimes, but 9 out of 10 times, they will ask you to create a support ticket. Then you wait.

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Intuitive UI. Responsive. Features can be accessed very easily. Not a lot of big white spaces between fields and buttons. Straightforward.

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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!

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Reaction times and relationship with vendor is very good. Good answers and solutions to problems/issues logged.

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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

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Soffront performs many of the same functions as both of these providers but it offers a great deal more all in one place. I do not have to log into different programs or switch programs to get the information that I need. This has greatly increased efficiency. The pricing for Soffront is also better when you add in the other features that it comes with, in fact it saved me money when I switched.

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• We're managing millions of dollars in sales orders.
• 20-30% of time can be spent on fixing or dealing with issues, partially because of Odoo.sh hosting platform limitations.
• Odoo CRM does allow us to do what we need to run a successful business; it's just 5 years behind HubSpot and Salesforce.

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• The software has been positive for especially on the email marketing side. I have seen about a 23% increase in revenue and new contacts by using the email marketing feature.
• The landing page and form integration has averaged me about 20 new leads a month for my business which is plenty to keep us busy and on track for growth of the business.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info