Odoo CRM Reviews & Product Details

My favorite thing about Odoo CRM is the clean interface and the integration with the rest of Odoo software. Most business software has an interface that looks like windows 95, which really can be hard on your eyes, and time consuming to use. Odoo has a very clean and aesthetically pleasing interface that makes it significantly easier to use. It may sound like a small thing, but with most CRM software providing the same basic features, a good interface really makes a difference. The integration with other packages also makes for a smooth experience. The connection with accounting, sales, and even manufacturing make cross department integration very easy and bug free. Review collected by and hosted on G2.com.

The only thing I don't like is the lead generator. It is a system where you can purchase credits to buy leads. It uses information about your company, and has some sort of database of companies it pulls from to give you leads. They claim it should match you up with viable leads that might be interested in your product, but we used the free credits that came with our subscription to test it out, and it was absolutely worthless. Its n't really the reason we bought the software though Review collected by and hosted on G2.com.

All contacts and company information at hand in one app (the free contacts app), this combined with the CRM app gives you have a great overview on what is going on a sales level in your company. Visual overview what proposal is in what sales phase and the forecasted value of all or each quote.

The ease of using several apps all integrated with eachother.

No matter where you are as long as you have an internet connection you can use Odoo, but they also have offline possibilities. Review collected by and hosted on G2.com.

It takes some consultancy to make a complete history of your contacts. The possibilities with these apps seem a bit overwhelming and it is not so easy to get to know all the features that will contribute to your business. Nevertheless they have a great support and consultancy team to assist you.

You need some time for implementing this if you have a lot of requirements or if you need a history of pre-Odoo clients, projects and sales Review collected by and hosted on G2.com.

I like that is very flexible define the stages of your pipeline, also the automatic reports, and the way you can keep performance tracking of your sale teams. Review collected by and hosted on G2.com.

I'd like an easier way to do some specific reports Review collected by and hosted on G2.com.

Odoo is the best CRM out there to support all kind of businesses. I was able to export Odoo CRM to Google Sheet with live sync connection and then use Google Sheets for the analysis. It was an awesome experience. Moreover, Odoo Studio is also a complimentary tool for the Odoo CRM which can help you customize the CRM form as you like. Review collected by and hosted on G2.com.

User roles are not friendly to create & manage. Review collected by and hosted on G2.com.

The platform and the way we control leads are the best part of the Odoo application. Users can control leads in same screen and check all the story behind the negotiation. Review collected by and hosted on G2.com.

At this moment I don't have an item that I can say I dislike. The system is delivering value to the business since it was implemented. Review collected by and hosted on G2.com.

one thing really powerfull is the posiibility of sending directly email to customers/providers/ different entities from Odoo directly.

for example my company uses Odoo mainly for billing and it's really pwerfull and helpufull to have the possibiloty to check billing adn send invoice directly from Odoo to may customers.

also you have a internal chat with whom you could message other colleague Review collected by and hosted on G2.com.

ODOO is not so user friendly and getting to a certain task could be very tricjy sometimes.

interface is not so agile and easy so you cpould get lost very easily

as well as speed is not at his best Review collected by and hosted on G2.com.

User Friendly, Clean & Neat, Connected & Integrated with the rest of the work flow. Review collected by and hosted on G2.com.

The Fact that the contact has to be displayed always with the company they work at, i recommend if they are both in two different lines, some company names are really long. Review collected by and hosted on G2.com.

Kanban view; filtering data in CRM view is helpful Review collected by and hosted on G2.com.

Reporting is abysmal and unuseful. Saving favorite searches does not function as intended. Notification system is a mess.

We never implemented quoting because its formatting is confusing and slows down the sales process Review collected by and hosted on G2.com.

User friendly, Maintenance cost less, integration with other software possible Review collected by and hosted on G2.com.

data fetching into DB should be improved Review collected by and hosted on G2.com.

CRM is fast and reliable hosting in the Enterprise SaaS. Review collected by and hosted on G2.com.

Reports do not work out of the box, you will need a Python expert, or pay $1000 a day to remove the brand promotion that is everywhere in the application. No real documentation or resources. The core apps work OK - CRM, Accounts, Inventory. The functionality of others is limited. Website app does not support CSS or HTML code changes, if you want ODOO support for upgrades. There is a promotional message on every email that is sent from your instance of ODOO. You cannot remove this message without paying more money, and paying every update to maintain your customization, so every year budget for a success pack. Review collected by and hosted on G2.com.

Easy to use

Very Graphical

Short learning to use Review collected by and hosted on G2.com.

Nothing at all, as all in time is going to continue evolving, to this point, great job Review collected by and hosted on G2.com.

Customization. It is easily extendable. However, all those 3rd party modules for Enterprise solutions do not work, the service the most of them that provide is awful. Review collected by and hosted on G2.com.

I enjoy using Odoo and how easily customizable it is. However we face into quite a few bugs since the begging of the use and Odoo have not fixed it yet. We needed to do it on our own. Review collected by and hosted on G2.com.

Odoo CRM provides a standard, centralized place to store customer data. It's flexible and customizeable enough to serve as a hub for multiple sources of customer inquiries. Review collected by and hosted on G2.com.

The Odoo CRM tends to pigeon-hole the user into certain types of sales flows and could be a bit more adjustable on the front end. Review collected by and hosted on G2.com.

Simple procedures and straightforward workflows

Great UI

Great UX

Good smooth and direct interaction Review collected by and hosted on G2.com.

Some cycles needs to be reformed not showing the user experience best practice, as some users needs more clarifications to fulfill their tour on the CRM module, noting that the users will be happy to have directions each step they accomplished working on the system, not mentioning that some users are not IT background they maybe from other fields, and they may face some difficulties finishing their daily work. Review collected by and hosted on G2.com.

I appreciate the built in reporting and metrics. Odoo is incredibly easy to use as a CRM out of the box, and I haven't found a function I need that Odoo hasn't been able to handle for me. Review collected by and hosted on G2.com.

I suppose the system could be more robust out of the box as a CRM BUT you can customize it anyway you want if you have the "studio" module, so this isn't really as much of a major concern if you really need the customization. Review collected by and hosted on G2.com.

IT is simple CRM that can be self implemented Review collected by and hosted on G2.com.

It doesn't monitor emails in 3rd party services like Gmail or Office. You have to use their email service (in the chatter) that most users won't adopt. To integrate to 3rd party app but they don't have the same level of functionality versus Copper, Salesforce, Pipedrive, Hubspot, etc.

And also their UI is pretty old, it is like using Windows 97. Review collected by and hosted on G2.com.

the simple way to change the phases for an Opportunity and the way that you can qualify them. And also the shedule for activities. Review collected by and hosted on G2.com.

We need to link the opportunities with quotations... meaning the result for adding the amount in the opportunity and quotations for the same customer, will result in a best way to management the client´s needs. Review collected by and hosted on G2.com.

I like that it interacts well with the Sales app. Review collected by and hosted on G2.com.

I think the parent contact to child contact relationship can get confusing for users. Linking subsidiaries to accompany or linking employees to a main company can become confusing for those adding contacts Review collected by and hosted on G2.com.

The fact that we are able to have opportunities at our fingertips and that we may be able to rekindle customers by clicking Review collected by and hosted on G2.com.

The possibility of sending SMS natively because for African countries all users do not necessarily have access to emails, but they have easy access to SMS Review collected by and hosted on G2.com.

Ease of use. Cloud service. Incremental information Review collected by and hosted on G2.com.

Connexion sometimes not very good........ Review collected by and hosted on G2.com.

this is 100% customizable for the needs of each company, all menus views and tables customizable. cimple to manage permissions between users. Review collected by and hosted on G2.com.

it's very difficult to know what are the first steps. Review collected by and hosted on G2.com.

The ability to see everything on one screen in tiles is great. Review collected by and hosted on G2.com.

Linking to other areas of Odoo is not a standard feature Review collected by and hosted on G2.com.

The easyness of scheduling follow ups makes sure it gets done. Review collected by and hosted on G2.com.

Up to now we have not reached something that we dislike, we are in the starting phase. Review collected by and hosted on G2.com.

I love the amount of data that we are able to track and analyze in this app. After being able to add extra fields and track through the dashboard, many decisions can be made on the fly. Our sales funnel has been improved as well through some automated actions that we added to the app. Review collected by and hosted on G2.com.

Again, UI could always improve. A little easier viewing would be greatly appreciated in this app. I would love to see more options to make this app look better Review collected by and hosted on G2.com.

Very flexible software. As open-source, it allows many customizations. Philosophy of ODDO CRM reminds me of Android smartphone. If you need any functionality, you just look for the appropriate apps in ODOO or other developers. All of that gives fast and relatively cheap development and customization. Review collected by and hosted on G2.com.

At first look, UI looks a little old fashioned, but after some usage, simplicity and intuition of UI becomes very eligible. Review collected by and hosted on G2.com.