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Odoo CRM

Score6.4 out of 10

18 Reviews and Ratings

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What is Odoo CRM?

Odoo is an open-source CRM software boasting over 5 million users. With it, sales teams can keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into Odoo as a fully integrated app.

Categories & Use Cases

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Odoo CRM Key Features

Learn about the best (and worst!) features Odoo CRM has to offer, as determined by TrustRadius' reviewers.
Based on 18 ratings of Odoo CRM's features
View all Odoo CRM features

Top Performing Features

  • Custom fields

    Users can create custom fields to store additional information on standard and custom objects.

    Category average: 8.4

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.7

Areas for Improvement

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.9

  • Pipeline visualization

    Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

    Category average: 8.3

  • Customizable reports

    Users can create reports and dashboards unique to their needs.

    Category average: 8.1

Who Buys & Uses Odoo CRM

Odoo CRM Reviews

What users are saying about Odoo CRM.
View all Odoo CRM reviews

Odoo CRM is functional but 5 years behind popular CRMs

Incentivized
Verified User
Team Lead in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We've been using Odoo CRM since 2022 to manage leads, opportunities, deals, and customers. It is used across the sales and marketing teams, with almost 200K contacts. CRM is just one of many Odoo apps we use to support our sales and marketing teams. It's an integral part of the business and helps generate and manage the revenue. We're an enterprise customer and also use their Odoo.sh hosting.

Pros

  • Easy to customize with Python or code-free in Studio.
  • Highly granular filtering, grouping, and sorting.
  • Built in data enrichment (extra cost).

Cons

  • Performance can be abysmal.
  • The upgrade process requires manual intervention from Odoo support due to custom Studio fields, even though they advertise it as upgrade-proof.
  • Many Odoo features are shallow and not well thought out.
  • Changes in Studio can easily break views due to corrupt XML.
  • No spam filtering for incoming sales team alias email addresses.
  • Issues in other Odoo apps will break entire Odoo, making CRM unavailable.
  • Completely unusable sales/marketing reporting. It was created by engineers to tick a box, not with any sales/marketing input to make them actually usable.

Return on Investment

  • 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.

Usability

Alternatives Considered

HubSpot CRM, Salesforce Starter, ActiveCampaign, Ontraport, SuiteCRM and Sugar Sell (SugarCRM)

Other Software Used

Matomo Analytics, Odoo Email Marketing, Odoo Marketing Automation, Nextcloud, Microsoft Visual Studio Code, Anthropic Claude, Claude Code, ChatGPT

A small businesses experience with Odoo

Incentivized
Peter CampbellView profile
Sales & Marketing Director in Sales at iACS (11-50 employees employees)

Use Cases and Deployment Scope

When we begun using Odoo for Manufacturing planning, it was a natural transiton over to the CRM module as we didn't have anything concretely in place for this at the time. We were a considerably smaller company when we implemented it (5 employees!) so at the time, it acted as mainly a customer directory where I could take notes following sales meetings and keep track of potential leads.
As we've grown over the last 4 years to 20 employees, Odoo plays a very integral role in our companies organisation where our sales team generates quotations for customers with it daily and it continues to be the main point of reference for picking up old leads and organising our customer database.

Pros

  • 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

Cons

  • It would be great to have a custom dashboard with editable graphs and reporting
  • The quotation PDF is limited in how it can be changed and I'd prefer using our own custom design rather than the odoo defaults

Return on Investment

  • We've 10x'ed our turnover since implementing Odoo
  • We have trackable quotations across the team so we can all access eah others quotes when people are away

Other Software Used

Hiver, monday.com

Usability

Good CRM for small business and those who want to start processing leads effectively.

Incentivized
Krishna Kumar VprabhuView profile
Digital marketing executive in Marketing at Edujournal (11-50 employees employees)

Use Cases and Deployment Scope

Odoo is simple and easy to use CRM. We have been using odoo to manage our leads for the sales team. Odoo allows you to upload, categorise and manage contacts and add proper segments to it . We were able to process the leads effectively with the help of odoo. It also allows you to import and export data. You can also connect with various automation tools like pabbly.

Pros

  • Upload, manage contacts for sales team
  • Create pipelines for team
  • Export and import leads

Cons

  • 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

Return on Investment

  • With the help of odoo we were able to organize the sales process with effective lead management
  • The export and analytics options gives good understanding of process
  • Pipeline options are helping to get idea of revenue projections

Alternatives Considered

Bigin by Zoho CRM

Other Software Used

Bigin by Zoho CRM, Apptivo, EngageBay Inc.

Usability

Odoo CRM Alternatives

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