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A small businesses experience with Odoo
January 31, 2023

A small businesses experience with Odoo

Peter Campbell | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Odoo CRM

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.
  • 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
  • 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

Do you think Odoo CRM delivers good value for the price?

Yes

Are you happy with Odoo CRM's feature set?

Yes

Did Odoo CRM live up to sales and marketing promises?

Yes

Did implementation of Odoo CRM go as expected?

Yes

Would you buy Odoo CRM again?

Yes

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
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!
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

7.0
Customer data management / contact management
8
Workflow management
Not Rated
Territory management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
Not Rated
Quote & order management
9
Interaction tracking
7
Channel / partner relationship management
7
Not Rated
Case management
Not Rated
Help desk management
Not Rated
5.0
Lead management
5
7.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
8
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
4.0
Custom fields
4
Custom objects
Not Rated
Not Rated
Role-based user permissions
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated