Pros & Cons
- Large collection of apps
- You can customize reporting dashboards
- Inexpensive to get started
- Can deploy in multiple ways
- Some of the tools available in a single CRM app require another app
- It can be complex for new users
Plans & Pricing
Odoo has dozens of modules that can be mixed and matched to build a solution that’s specific to your needs. Once you access the solution, there are no pricing tiers and you get all features. Some modules require an additional module before they can be used.
CRM: The CRM module starts at $10/month or $8/month if paid annually. As of this writing, it’s free when used as a standalone application. It comes with a sales pipeline, forecasting, reporting, custom dashboards, contact management, scheduling, and basic automation.
Sales + Invoicing: The invoicing module is necessary before you can access the sales module. Together, they cost $10/month ($5 each) or $8/month when paid annually. When you only get these apps, it’s free. The sales and invoicing modules allow you to send out custom quotations to clients so they can review, approve, and even reject them in real-time. For approved quotes, they can be converted to sales orders with a click and contracts are stored and managed within the platform.
Odoo can be expensive or inexpensive depending on how much of the platform you use. The good news is that there aren’t multiple pricing tiers. Instead, you get everything for a flat annual or monthly payment.
Odoo was founded back in 2005 by Fabian Pinckaers. Since its inception, it has grown into a suite of open source tools and apps that make it possible to run businesses of all sizes. The core CRM does what you’d expect and much more. There’s an emphasis on small and medium enterprises but larger organizations also take advantage of it.
Features and Functionality
Odoo has apps that handle everything from POS to live chat. CRM has the tools you’d expect such as pipeline management and forecasting. Data is also updated in real-time so you can make the right decisions based on what’s happening in your organization. You can choose from multiple deployment options like cloud and on-premise. Conversely, you can use the desktop version for multiple operating systems. In addition to the core features, it excels in multiple areas.
It has a reporting function that can be customized to your needs so certain information can be presented in a specific way with a few button clicks. At the same time, it allows you to deemphasize information that’s not as important to your organization.
Quote to sales order
Odoo comes with the ability to create quotations from scratch or from a template and send them directly to clients and customers. They can accept, reject, or make comments on it. Once it has been approved, it can be converted to a sales order with the click of a button and accelerate the time to revenue.
Instead of having to create every task manually, you’re able to set up simple or complex task automation rules that’ll move deals along. For example, set up follow-up sequences that are triggered after the first call which allow you to stay on top of any deal you have in the pipeline.
Ease of Use
It’s easy to get confused by all the modules and options available in Odoo. For a beginner that’s never used a CRM or ERP platform and will need dedicated training to understand how to use it.
For someone familiar with CRM tools, the learning curve isn’t nearly as steep, and they should be able to make the most of it within a few days. The good news is that Odoo has a large collection of resources to get up to speed with the platform. There’s a community forum and multiple YouTube videos through different features.
Contacts & Users
Contact management in Odoo is pretty straightforward and can be integrated directly with Google Calendar. You’re able to access a list of all contacts relevant to our business and there’s a search function that makes contact lookup easier. Information such as name, email, and location is displayed on the main contact list. All you need to do is click into the contact record to see a detailed overview of their information. The overview screen allows you to edit the contact record. If the contact is part of a larger organization, they can be associated with their colleagues so you’ll have the information of everyone at the company at your fingertips.
Reporting & Integrations
The platform comes with robust reporting that allows you to slice and dice your pipeline data. For example, you can analyze the pipeline to see the value of deals at each stage, forecast sales based on different criteria, understand the deals closed each month, change the type of chart being used (pie, chart, graph), and even create customized views with information you find important.
It also has internal and external integrations. For example, there’s an email marketing tool that can be integrated directly with the CRM. Odoo follows this up with a marketplace of third-party integrations like Shopify and WooCommerce that further extend its functionality. It even maintains an API so you can integrate third-party tools and manage data in a way that best suits your needs.
Odoo maintains offices around the world which allows it to deliver support in multiple ways which range from live chat to phone calls. The reps are usually knowledgeable about the software and can solve issues on the first interaction and rarely need to escalate it.
Phone SupportYou can contact them by phone during normal business hours
Live Online ChatLive chat is also available during normal business hours
Video TutorialsThere are multiple tutorials hosted on the official YouTube channel.
FAQIt maintains multiple FAQs around the website and a robust knowledgebase.
Community ForumIt also has a community forum where anyone can ask and answer questions based on their experiences.
BlogOdoo also maintains a blog that highlights customers and a wide range of business hacks.
Odoo is a complete business management platform that includes things like accounting, CRM, and even blogging modules. It’s grown into an industry leader over the course of nearly 20 years and has the features to support that. For the CRM, you can create a clear pipeline of deals, get real-time forecasts, manage all your contacts in one central location, and automate repetitive tasks. There are some quirks. It has multiple modules which would normally be within one application and this can indirectly drive the price up if you need an end-to-end CRM tool. If, on the other hand, you only need a point solution then this may be cheaper than most. Multiple support options, proven infrastructure, and continuous innovation make Odoo a great CRM to consider.