A small businesses experience with Odoo
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
