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Odoo CRM is a versatile software that offers a wide range of use cases for businesses. Users find it particularly helpful in managing …
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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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…
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Alternatives Pricing
What is Zoho CRM?
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
What is Bigin by Zoho CRM?
Bigin by Zoho CRM is a simplified customer relationship management (CRM) software designed specifically for small businesses, startups and teams. Bigin helps small businesses unify customer-facing operations— marketing, sales, onboarding, delivery, and support, and it offers features that help to…
Product Demos
CRM #OdooWebinar: Managing Leads in Odoo
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Lead Enrichment | Odoo CRM
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Lead Mining | Odoo CRM
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Lead Generation | Odoo CRM
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Product Details
- About
- Competitors
- Tech 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
Odoo CRM Competitors
- Zoho CRM
- HubSpot CRM
- Salesforce
Odoo CRM Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries | France, 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 Languages | Albanian, 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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(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!
- Business Problems Solved
- Pros
- Cons
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.
Attribute Ratings
Reviews
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February 01, 2023
Good CRM for small business and those who want to start processing leads effectively.
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.
- Upload, manage contacts for sales team
- Create pipelines for team
- Export and import leads
- 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
78.88888888888889%
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80%
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8.3
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6.0
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- 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
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
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
January 31, 2023
A small businesses experience with Odoo
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.
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.
- 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
- 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
46.66666666666667%
4.7
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20%
2.0
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- 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