Odoo CRM vs. Streak

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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If you receive a notification that a prospect just read your email and you don't receive a response, you're then aware they've received it and your pitch or product is on their mind -- making a call later that day all the more effective.

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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 e-mail tracking feature is easy to use and very handy.
• The snippets feature are very good, have shortcuts to use and save a lot of time.
• Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.

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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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• Streak should work better with Microsoft. Often you need to run your excel files through Sheets in order for them to be compatible.
• Having a Dashboard rather than being a tab in your email might add to its usability.
• Automated progression through the stages

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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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It's not super intuitive and can get messy more quickly than I think it should. Once you start collaborating with multiple people, it gets hard to keep track of things and doesn't have a great process for that type of teamwork.

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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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They do a great job of explaining the product beforehand so support interaction is not needed as much.

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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HubSpot was almost too freeform, I had a hard time grasping how it could work for me because there was so much that could be changed around. Streak was so easy to figure out without much time invested and I like that it just lives in my Gmail without needing to go to a separate website/login.

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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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• It has helped me save time on reaching out to people thinking that they didn't get my first email.
• It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
• Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.

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Independently Invited by TrustRadius

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