Odoo CRM

(13)
4.1 out of 5 stars

Open Source & Social CRM

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Showing 13 Odoo CRM reviews
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Odoo CRM review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
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It's too much system for a small business

What do you like best?

There is a lot of customized features and tracking abilities.

What do you dislike?

The custom options and reports rely heavily on finding an expert in Odoo tech. That is not something that is readily available in person in Canada. While we have found a great guy to help us, it seems it's never really accurate for our needs.

Recommendations to others considering the product

I think Odoo is a great option for larger businesses. While we are somewhat divided on the efficiency of Odoo in relation to our business model, I think that it is a fantastic option for getting detailed info, tracing inventory, etc. It just might not be the best option for a smaller company like ours. It would be amazing if it could integrate with Shopify!

What business problems are you solving with the product? What benefits have you realized?

We are able to link all transactions together. Keeping record of every email sent.

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Odoo CRM review by <span>Raymond C.</span>
Raymond C.
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Reviewed On

Easy to use, powerful pipeline management, Makes CRM fun

What do you like best?

Coming from Netsuite and Salesforce, CRM use was difficult to enforce and inevitably adoption would decline. Odoo CRM was so simple to deploy, and so intuitive our users had almost no learning curve. Drag and drop pipeline stages, email directly from Opportunity, Quote directly from Opportunity. Best part is that it is so simple to manage opportunities our reps can use PC, Tablet or Phone just as easy with no complaints.

What do you dislike?

I wish there were more options for look and feel like color changes.

Recommendations to others considering the product

For most effective deployment, be sure to document requirements properly from the beginning.

What business problems are you solving with the product? What benefits have you realized?

Managing sales pipeline

What CRM solution do you use?

Thanks for letting us know!
Odoo CRM review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great utility but needs fine tuning for appliable real world use

What do you like best?

CRM and Sales Pipeline features are quite robust

What do you dislike?

Having to pay for apps related to accounting. Why a subscriber are forced to pay for multiple apps for an A/R person to manage bookkeeping and invoicing does not compute.

Recommendations to others considering the product

Ask very specific questions relation to your business. I suggested a bit of pre-planning by mapping out a workflow process of each department prior to requesting a demo. It really is a great system and the support is very much on top of things.

What business problems are you solving with the product? What benefits have you realized?

Efficiency gaps are filled. Communication amongst teams have improved project turnaround time. Our billing cycle has shortened. We now have a closed loop system in place that allows us to manage our data and process management better. Not having to manage multiple services such as our bookkeeping, project management, CRM, sales pipeline not to mention that these apps do not communicate with each other.

Odoo CRM review by <span>Jack L.</span>
Jack L.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Great for keeping track of clients and goals

What do you like best?

Our team uses Odoo CRM to keep track of sales and clients especially because we deal with multiple clients at once, Odoo puts them all on one page so everything is organized.

What do you dislike?

Odoo only allows one of their applications to be free, any additional applications have to be paid, this is a little bit inconvenient as most of their applications are meant to be used together to improve functionality.

What business problems are you solving with the product? What benefits have you realized?

We solved the problem of being unorganized in regards to keeping track of clients.

Odoo CRM review by Administrator
Administrator
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Odoo CRM

What do you like best?

Odoo is an open source crm application. It's very intuitive and very easy to use. You do not have to be an expert to use it daily

What do you dislike?

It really has few points against, maybe lately they are leaving aside the open source philosophy with which this project was born

Recommendations to others considering the product

I think that Odoo is a great option to have all the information of the company's clients at a click

What business problems are you solving with the product? What benefits have you realized?

It has benefited me in the daily monitoring and control of the relationship with customers

Odoo CRM review by <span>Mostafa S.</span>
Mostafa S.
Validated Reviewer
Organic
Reviewed On

Odoo have now a reposite solution

What do you like best?

I like all fields that exist in forum of lead it make job easy to store

What do you dislike?

A few things, Like system make lose lead invisible

What business problems are you solving with the product? What benefits have you realized?

This business help companies to take care and manage their leads

Kate avatar
Kate from G2 Crowd

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