Odoo has hundreds of apps that can be mixed and matched to build a solution specific to your needs.

One-App

This plan is free and includes unlimited users and Odoo online.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.

Standard

This plan costs $13.50 per month per user. This plan includes access to all apps at no additional cost. The standard plan includes hosting, incremental daily backups on two continents, email integration, top-notch security, 24/7 monitoring, and a control center to manage your Odoo environment. Odoo also includes unlimited access to support by email, from Monday to Friday, 24/5, in English, French, Spanish or Dutch. Access to our eLearning platform is free too. Upgrades are also included in all our plans at no extra fee.

Custom

This plan costs $20.40 per month per user. This plan includes access to all apps at no additional cost. The custom plan includes hosting, incremental daily backups on two continents, email integration, top-notch security, 24/7 monitoring, and a control center to manage your Odoo environment.

The Custom plan is for companies that want to manage multiple companies on a single database and that need to customize Odoo through Odoo Studio, custom developments (on Odoo.sh or On-premise), or through the API.

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.

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.

Custom dashboards

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.

Task automation

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.

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.

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.

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.