Odoo vs. Pipeline CRM

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

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If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark

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• 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.

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• Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
• Reporting: We were able to setup all types of reporting and tracking.
• Ease of Use: While the platform was powerful, it was always easy to use.

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• 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.

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• I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.

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If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew

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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

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The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer

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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 !!

Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.

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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.

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The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.

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• 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.

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• Has made us understand sales tactics that are working
• Easily create forecasting on growth in multiple categories
• Understand our process and what we need to improve on in closing deals

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