Odoo CRM

Score7.9 out of 10

13 Reviews and Ratings

Community insights

TrustRadius Insights for Odoo CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Comprehensive Range of Apps: Odoo is praised by users for offering a wide selection of modules, making it a comprehensive suite of apps that can effectively serve as a company's ERP. This includes HR management, manufacturing, inventory, and payroll.

User-Friendly Interface: Users find the user interface of Odoo to be intuitive and easy to navigate, providing an excellent user experience. They appreciate its simplicity and accessibility, even for beginners.

Flexible Customization Options: Customers value the customization options available in Odoo, allowing them to tailor the software according to their specific needs. The ability to add extra fields and track data through the dashboard enables quick decision-making on the go.

Reviews

2 Reviews

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

Rating: 7 out of 10

Incentivized

February 1, 2023

Use Cases and Deployment Scope

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

Likelihood to Recommend

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

Krishna Kumar Vprabhu

Digital marketing executive in Marketing at Edujournal (11-50 employees)

Vetted Review

1 year of experience

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A small businesses experience with Odoo

Rating: 6 out of 10

Incentivized

January 31, 2023

Use Cases and Deployment Scope

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.

Pros

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

Cons

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

Likelihood to Recommend

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.

Peter Campbell

Sales & Marketing Director in Sales at iACS (11-50 employees)

Vetted Review

5 years of experience

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