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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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- Free Trial
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- Premium Consulting/Integration Services
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What is LeadSquared?
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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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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.
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