Odoo CRM Review

flag Get accurate forecasts
  • Real-time overview

  • Fully integrated with other Odoo Apps

  • Design custom dashboards

  • Real-time reports and flow charts

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.

CRM
$10/month
Sales+Invoicing
$10/month

Overview

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.

Rating

  • "Price"
    8 /10
  • "Features"
    10 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    9 /10

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.

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.

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.

Customer support

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 Support
    You can contact them by phone during normal business hours
  • Live Online Chat
    Live chat is also available during normal business hours
  • Email
    Email support is available to all users of the platform.
  • Video Tutorials
    There are multiple tutorials hosted on the official YouTube channel.
  • FAQ
    It maintains multiple FAQs around the website and a robust knowledgebase.
  • Community Forum
    It also has a community forum where anyone can ask and answer questions based on their experiences.
  • Blog
    Odoo also maintains a blog that highlights customers and a wide range of business hacks.

Final Word

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.

Disclosure
This website is an informative comparison site that aims to offer its users find helpful information regarding the products and offers that will be suitable for their needs. We are able to maintain a free, high-quality service by receiving advertising fees from the brands and service providers we review on this website (though we may also review brands we are not engaged with). These advertising fees, combined with our criteria and methodology, such as the conversion rates, our team of reviewer's finding and subjective experience and product popularity, impact the placement and position of the brands within the comparison table. In the event rating or scoring are assigned by us, they are based on the position in the comparison table, or according to other formula in the event specifically detailed by us. See our How we Rate page and Terms of Use for information. The reviews, rating and scoring are provided “as-is” without guaranties or warranties regarding the information contained in our website, which shall not be considered as endorsement. We make the best efforts to keep the information up-to-date, however, an offer’s terms might change at any time. We do not compare or include all service providers, brands and offers available in the market.
daniel
Daniel Ndukwu
author

Daniel Ndukwu owns two SaaS companies, greatly understanding the connection between software, businesses, and customers. Through his experience he has worked with a wide range of CRM databases and is constantly keeping up with small business software and services in the industry.

We make the best effort to present up-to-date information; however, the terms of each offer can be revised according to the service provider’s discretion. The above shall not be considered as an expert or professional advice for any matter.

Leave a Reply

Contact Us

Our goal is to provide answers to all of your questions so you can make a confident purchasing decision. We welcome your feedback, so please email us at service@top5networks.com with suggestions and questions. We’d love to hear from you!

Your information will be handled as detailed in our Privacy Policy