#1 most frequent
United States of America
19.5%246 installations of 1,261
What is Odoo CRM?
Odoo is an open-source CRM software boasting over 5 million users. With it, sales teams can keep track of top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and create marketing campaign automation to increase their overall sales performance. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into Odoo as a fully integrated app.
Categories & Use Cases
Media
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Top Performing Features
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.3
Areas for Improvement
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Who Buys & Uses Odoo CRM
#2 most frequent
India
10.5%133 installations of 1,261
#3 most frequent
France
7.1%90 installations of 1,261
A small businesses experience with Odoo
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.
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
Return on Investment
- We've 10x'ed our turnover since implementing Odoo
- We have trackable quotations across the team so we can all access eah others quotes when people are away
Other Software Used
Hiver, monday.com
Usability
Good CRM for small business and those who want to start processing leads effectively.
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
Return on Investment
- 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
Alternatives Considered
Bigin by Zoho CRM
Other Software Used
Bigin by Zoho CRM, Apptivo, EngageBay Inc.
