Odoo CRM vs. Stackby

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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Based on my experience, I can provide specific scenarios where Stackby is well suited and others where it may be less appropriate: Project Management: Stackby is an excellent choice for project management scenarios. Its ability to create custom databases, track tasks, assign responsibilities, and collaborate in real-time makes it highly effective for managing and monitoring project progress. CRM and Sales: Stackby is well suited for managing customer relationships and sales processes. Its customizable database structure allows for organizing customer information, tracking leads, managing deals, and generating reports. The ability to integrate with other tools further enhances its usefulness in CRM and sales workflows. Content Planning: Stackby is a great fit for content planning scenarios. Users can create databases to manage editorial calendars, track content ideas, assign tasks to team members, and monitor content performance. Collaboration features facilitate seamless content collaboration and ensure timely publishing.

• 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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• Ability to collaborate with team members on the same spreadsheet
• Ability to integrate multiple tools for centralized utilization (i.e. Facebook, Google Analytics, project management, etc.)
• Ability to send SMS and messages using integration with Twillio and Whatsapp
• All spreadsheets/databases securely saved in the cloud instead of on local hard drive(s)

• 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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• Implement the same views available on desktop into the mobile app
• Internal automations (like Airtable)
• Ability to implement and display info as a dashboard (like Airtable)
• Polish up the formatting of formulas, inputting them causes user frustration due to the formula input cursor jumping around
• Better intelligence and ease of inputting data in bulk i.e have the fields automatically identify what data is being input and format appropriately (like Airtable does)

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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Stackby is overall pretty easy to use, especially if you're used to something like Airtable or SmartSuite. Some of the pages seem like near exact clones (though they put their own creative spin on things). I'd prefer a slighty fresher interface (like SmartSuite), but I'm willing to sacrifice that for the better price and great customer service.

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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Extremely responsive, helpful, and friendly support (unlike many other SAAS teams out there).

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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I have also tried Ora.Pm. Infinity has better graphical interface, but nowhere near as many features and the UI isn't as effective (i.e, moving around with keys). Grist has a much more technical interface and it comes from being more of a database/interactive spreadsheet vs Stackby. Grist has much more functionality in terms of formulas, but is much harder to learn to use and less other functionalities. Ora.PM is more of a test at a task management app, and doesn't compare - Stackby is much better.

• 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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Independently Invited by TrustRadius

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• Positive impact on organising my marketing so I contact advertisers in an appropriate time frame and don't lose hours figuring out what's happening.
• Positive impact on organising challenges so that people feel more connected and supported, leading to future sales.
• Positive impact on understanding data so that I can use it more effectively.