Odoo CRM vs. YetiForce 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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YetiForceCRM is warmly recommended for any enterprise with the need for a solid, reliable CRM system without the typical high costs attached. It is not suitable for companies without a strong IT support due to its server requirements and lack of documentation that requires experimentation to some extent. A cloud-based system would be more suitable in this scenario.

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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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• Detailed customization
• Stability and speed
• Customer support

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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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• Lack of documentation
• No auto updates
• Server requirements

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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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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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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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The two reasons we have decided towards YetiForceCRM were its price (free) and the customization options (almost unlimited). The other CRM systems come with a price tag but still have many features left out. On the other hand, YetiForceCRM gives us the option of custom modules resulting in full control of our data and workflows.

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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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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

• Cost savings
• More flexibility with the number of users
• Improved project management results

Incentivized

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