Odoo CRM Reviews & Product Details

i live how easy it is to customize, you can shape the pipeline exactly how your sales process works, automate follow ups and integrate it with other Odoo apps like invoicing and marketing. It feels like an all in one system rather than just CRM Review collected by and hosted on G2.com.

The downside is that it can get a bit overwhelming, especially if you are new to it. setting things up properly takes time and some features feel hidden or not very intuitive. also performance can slow down if you load it with too many modules. Review collected by and hosted on G2.com.

Odoo CRM is extremely flexible and integrates tightly with the rest of the Odoo ecosystem. Instead of being just a standalone CRM, it connects naturally with sales, invoicing, inventory, and other business apps. That makes it powerful for companies that want a single platform to run multiple parts of their operations. The customization options and modular design are also a big advantage. Review collected by and hosted on G2.com.

The flexibility can also mean a steeper learning curve compared with simpler CRMs. Some configuration and setup are required before teams get the most value from it. Documentation and support can vary depending on the implementation path, especially if a company is deploying multiple Odoo modules. Review collected by and hosted on G2.com.

I really like that Odoo CRM has a robust set of features that allow customers to add or subtract modules as needed. This flexibility helps manage our budgeting and operational costs. I appreciate how everything in Odoo ties together with the other sections, making modules like billing and projects interconnected for seamless information exchange. The ability to set up a custom dashboard is one of the best features, as it lets me focus on what I have a stake in, boosting productivity and saving time. Plus, having a full-fledged dark mode on their platform is a huge benefit for me. There are a ton of things that users can customize when it comes to the platform, making it extremely helpful in using only what you need and nothing you don't. This also helps when it comes to costs, as Odoo is a great option when it comes to users on a budget or those who don't want to pay an arm and a leg for an ERP platform. The Odoo platform is fairly open-source and customizable, but make sure that anyone you have rooting around in your system knows what they're doing. The ease of integration is something I wish were easier. Odoo has a steep learning curve when it comes to getting your team's setup completed, but once you do get the ball rolling and get the platform to a place where it's eventually usable, things get a bit easier. Our development team integrated Odoo with a couple of Google products, and the process was straightforward. I use the platform daily, and appreciate the simple, scaled-back design of the dashboard and UI. Review collected by and hosted on G2.com.

Implementation is my biggest gripe with the platform. To get set up with Odoo and get everything dialed in took us way longer than we had originally planned for it to. We still find that we tweak things as we go with some modules. We found it's easier to say that our current setup is "good enough", instead of striving for perfection. The initial setup was not great. It was lengthy, confusing, labor-intensive, and costly. It went way longer than we anticipated it would, and we needed to bring in Odoo techs to help us, despite having our own developers on our staff. What I found hard to swallow was the fact that some of the Odoo customer support and support staff that we worked with seemed like they were learning about some aspects of the platform at the same time we were. When someone takes me through a process to implement software, having them do a Google Search for answers while on a screen share without realizing it is when I knew the entire onboarding process would be a problem. And it was. Review collected by and hosted on G2.com.

I mainly use Odoo CRM to track leads and manage my sales pipeline. I like that everything is centralized and easy to track and maintain. It allows me to manage my sales leads and client interactions all in one place. The centralization means it keeps all my data in one place, like client history and number of interactions, which makes it easier to stay organized and track leads. I also appreciate that it saves time through its automation features, particularly by saving time on follow-ups. Review collected by and hosted on G2.com.

The setup can be a bit complex, and customizations may need technical help. Also, performance can slow down with large data. Review collected by and hosted on G2.com.

is its ease of use and total integration: it allows you to manage clients, opportunities, and sales on a single platform clearly and efficiently. Review collected by and hosted on G2.com.

some advanced features require additional configuration or paid modules, and it can be complex to customize without technical knowledge. Review collected by and hosted on G2.com.

I like how easily Odoo CRM solves problems; it's an easy-to-use application and is understood very quickly. Many of my colleagues asked me how I got the hang of it so quickly, and I told them it was just a matter of clicking around and experimenting with the application. The tools are easy and simplify the work. Also, I found that the initial setup was easy and not complex. Review collected by and hosted on G2.com.

The part of creating documents like budgets, once we entered the percentage amounts, they were not correct, and that's why we decided to switch applications. Review collected by and hosted on G2.com.

I find Odoo CRM very easy to use, making it accessible even for someone with basic project management expertise. It seamlessly connects with all our internal applications and systems, ensuring smooth integration with everything we use in-house. We've been using it as our main project management tool, internal ticketing system, and attendance monitoring system for more than two years, and it fulfills all these roles effectively with numerous features. Review collected by and hosted on G2.com.

Initially, it was quite confusing as we had never used a CRM before. Review collected by and hosted on G2.com.

I like the seamless integration with other Odoo apps, which streamlines our workflow by eliminating manual handoffs between systems. The intuitive, customizable pipeline makes managing the sales process efficient and transparent, providing us with clear, real-time visibility into opportunities. It helps our team focus on closing the right deals faster. Review collected by and hosted on G2.com.

Some features require a learning curve and additional customization, and performance can slow down as the system scales or when multiple apps are heavily integrated. Review collected by and hosted on G2.com.