Good CRM for small business and those who want to start processing leads effectively.
February 01, 2023

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

Krishna Kumar Vprabhu | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Odoo CRM

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

  • Upload, manage contacts for sales team
  • Create pipelines for team
  • Export and import leads

Cons

  • 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
  • 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

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?

No

Would you buy Odoo CRM again?

No

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
We haven't got enough support from odoo team
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

7.9
Customer data management / contact management
7
Workflow management
9
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
8
Interaction tracking
6
Channel / partner relationship management
8
8.0
Case management
7
Help desk management
9
5.0
Lead management
5
6.0
Task management
5
Billing and invoicing management
7
Reporting
6
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
9.0
Custom fields
9
Custom objects
9
6.0
Role-based user permissions
6
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

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