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Odoo CRM

Odoo CRM

Overview

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…

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Learn from top reviewers

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

Rating: 7 out of 10
February 1, 2023
IncentivizedVetted ReviewVerified User
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 se...
Continue reading
Krishna Kumar Vprabhu
Employee - Marketing
Digital marketing executive
Edujournal
Odoo CRM1 year of experience

A small businesses experience with Odoo

Rating: 6 out of 10
January 31, 2023
IncentivizedVetted ReviewVerified User
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 ...
Continue reading
Peter Campbell
Director - Sales
Sales & Marketing Director
iACS
Odoo CRM5 years of experience
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Pricing

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Odoo CRM

Odoo CRM

N/A
Unavailable

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…

Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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LeadSquared

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Product Demos

CRM #OdooWebinar: Managing Leads in Odoo

YouTube

Lead Enrichment | Odoo CRM

YouTube

Lead Mining | Odoo CRM

YouTube

Lead Generation | Odoo CRM

YouTube
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Product Details

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.

Odoo CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects

Security Features

  • Supported: Role-based user permissions

Odoo CRM Screenshots

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Odoo CRM Competitors

Odoo CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesFrance, Germany, United Kingdom, Italy, Spain, Switzerland, Netherlands, Greece, Poland, Ukraine, Austria, Belgium, Sweden, Croatia, Norway, Iceland, Denmark, Czech Republic, Republic of Ireland, Hungary, Finland, Bulgaria, Cyprus, Luxembourg, Serbia, Albania, Slovenia, Belarus, Lithuania, Slovakia, Macedonia, Estonia, Montenegro, Monaco, Latvia, Vatican City, Moldova, Gibraltar, Bosnia, Andorra, Liechtenstein, Faro Islands, San Marino, Isle of Man, Jersey, Guernsey, Aland Islands, India, China, Bhutan, Armenia, Iraq, Azerbaijan, Bahrain, Bangladesh, Bhutan, Brunei, Cambodia, China, Cyprus, Georgia, India, Indonesia, Iran, Israel, Kazakhstan, Kuwait, Kyrgyzstan, Laos, Lebanon, Malaysia, Maldives, Mongolia, Myanmar, Nepal, North Korea, Oman, Pakistan, Palestine, Philippines, Qatar, Russia, Saudi Arabia, Singapore, South Korea, Sri Lanka, Syria, Taiwan, Tajikistan, Thailand, Timor- Leste, Turkey, Turkmenistan, United Arab Emirates, Uzbekistan, Vietnam, Yemen, Antigua and Barbuda, Bahamas, Barbados, Belize, Canada, Costa Rica, cuba, Dominica, Dominican Republic, El Salvador, Grenada, Guatemala, Haiti, Honduras, Jamaica, Mexico, Nicaragua, Panama, Saint Kitts and Nevis, Saint Lucia, saint Vincent and the Grenadines, Trinidad and Tobago, United States of America, Argentina, Bolivia, Brazil, Chile, Colombia, Ecuador, Guyana, Paraguay, Peru, Suriname, Uruguay, Venezuela
Supported LanguagesAlbanian, Amharic, Arabic, Basque, Bosnian, Bulgarian, Burmese, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, Georgian, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Kabyle, Khmer, Korean, Lao, Latvian, Lithuanian, Macedonian, Mongolian, Norwegian, Persian, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Slovenian, Spanish, Swedish, Telugu, Thai, Turkish, Ukrainian, Vietnamese
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Comparisons

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Reviews and Ratings

(13)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Odoo CRM is a versatile software that offers a wide range of use cases for businesses. Users find it particularly helpful in managing customer relationships and the sales cycle, as it allows for the tracking of requests and quick access to comments, ensuring that no documents are missed. The software also enables follow-up reminders to be sent, helping users stay on top of their tasks.

Another key use case of Odoo CRM is its effectiveness in pipeline management and lead tracking. Users can manage multiple opportunities, create online quotes and invoices, track sales, process payments, generate reports, and manage stock. The software also allows users to prepare forecasts and compare them with actual time allocation and project budgets, providing valuable insights for decision-making. Additionally, Odoo CRM aids in employee management systems by facilitating easy access and review of collected data from various sources.

Furthermore, Odoo CRM simplifies lead monitoring, sales cycle customization, sales analytics, and marketing campaign automation. It also serves as a useful tool for tracking inventory and providing quick access to product details for customer inquiries. With its capability to find and manage relationships with clients, the software helps consolidate customer and order information along with warehouse and logistics management. Additionally, Odoo CRM allows for the storage and easy editing of employee databases.

The integration of Odoo CRM with other modules provides a full cycle experience for businesses. By improving sales pipeline management accuracy and efficiency, the software assists in member schedule and accounting management while enhancing accountability, account management, salesman evaluation, and territory management. Users have found the system flexible, customizable, user-friendly, and beneficial for task completion tracking as well as supporting multiple integrations.

Overall, Odoo CRM solves various problems such as integration with third-party systems, email automation, custom quotes generation, leads tracking, pipeline management while also offering solutions for sales & inventory management, lead generation, client analysis & comparison across customers & product categories. It saves time by automating stock control, client management, invoicing, and payment notifications. Users have reported positive experiences with the software, highlighting its ease of use and effectiveness in managing leads, sales, customer relationships, and workflow processes.

Comprehensive Range of Apps: Odoo is praised by users for offering a wide selection of modules, making it a comprehensive suite of apps that can effectively serve as a company's ERP. This includes HR management, manufacturing, inventory, and payroll.

User-Friendly Interface: Users find the user interface of Odoo to be intuitive and easy to navigate, providing an excellent user experience. They appreciate its simplicity and accessibility, even for beginners.

Flexible Customization Options: Customers value the customization options available in Odoo, allowing them to tailor the software according to their specific needs. The ability to add extra fields and track data through the dashboard enables quick decision-making on the go.

Confusing User Interface: Several users have found the user interface of Odoo to be confusing and overwhelming, with a large number of fields and information. The design is also criticized for being cramped up and hard to navigate for beginners, although it becomes easier over time.

Bugs and Lack of Support: Users have expressed frustration with encountering several bugs since the beginning of using Odoo CRM. They are disappointed that they have to fix these issues on their own, as there is a lack of support from the platform.

Limited Reporting Functionality: Many users have criticized the reporting feature in Odoo CRM, describing it as abysmal and unuseful. Additionally, they mentioned that the notification system is a mess.

Reviews

(1-2 of 2)
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Good CRM for small business and those who want to start processing leads effectively.

Rating: 7 out of 10
Incentivized
February 01, 2023
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 and Cons
  • Upload, manage contacts for sales team
  • Create pipelines for team
  • Export and import leads
Likelihood to Recommend
Odoo is cost effective CRM well suited for start ups with small sales team or lesser number of leads. If you wanted to start your process with a CRM which is my easy to learn and handle, Odoo is an good option. Odoo comes with desktop and mobile application. The interface and features are simple to use
Odoo CRM Feature Ratings
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
70%
7.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
70%
7.0
Quote & order management
80%
8.0
Interaction tracking
60%
6.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (2)
80%
8.0
Case management
70%
7.0
Help desk management
90%
9.0
Marketing Automation (1)
50%
5.0
Lead management
50%
5.0
CRM Project Management (3)
60%
6.0
Task management
50%
5.0
Billing and invoicing management
70%
7.0
Reporting
60%
6.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (2)
90%
9.0
Custom fields
90%
9.0
Custom objects
90%
9.0
Security (1)
60%
6.0
Role-based user permissions
60%
6.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform
N/A
N/A
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
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
Other Software Used
Bigin by Zoho CRM, Apptivo, EngageBay Inc.
Usability
7
The technical glitch and delay in opening and going to next lead is the major reason for not continuing with odoo. We faced few lead mismatch between source and CRM count also. The interface and features of Odoo is perfectly well and useful when it comes to process leads and do regular follow up
Support Rating
5
We haven't got enough support from odoo team

A small businesses experience with Odoo

Rating: 6 out of 10
Incentivized
January 31, 2023
PC
Peter Campbell
Sales & Marketing Director
iACS (Electrical & Electronic Manufacturing, 11-50 employees)
Vetted Review
Verified User
Odoo CRM
5 years of experience
View profile
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 and Cons
  • 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
Likelihood to Recommend
We are not a huge company so it's great for the relatively basic requriements we have for storing customer data and logging conversations. I haven't delved too deep inot opportunity tracking but the little I looked didn't seem quite as strong as a tool like Salesforce which I used previously.
Odoo CRM Feature Ratings
Sales Force Automation (9)
46.66666666666667%
4.7
Customer data management / contact management
80%
8.0
Workflow management
N/A
N/A
Territory management
70%
7.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
40%
4.0
Contract management
N/A
N/A
Quote & order management
90%
9.0
Interaction tracking
70%
7.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (2)
N/A
N/A
Case management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (1)
50%
5.0
Lead management
50%
5.0
CRM Project Management (3)
46.66666666666667%
4.7
Task management
60%
6.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (2)
20%
2.0
Custom fields
40%
4.0
Custom objects
N/A
N/A
Security (1)
N/A
N/A
Role-based user permissions
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform
N/A
N/A
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
Usability
7
For what we need, Odoo ticks all the boxes. It has a simple to use and nice looking userface, a versatile search functionality as well as complex pricelists management for ensuring our various customers pricing structures are adhered to across the sales team. As we continue to grow it may be that we would consider a CRM like salesforce which (although I haven't like for like tested the both) seems more suited for a large scale sales team
Support Rating
5
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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