Odoo CRM Reviews & Product Details

I really like Odoo CRM's user-friendly interface and high customizability, especially the drag-and-drop kanban view for tracking sales pipeline progress visually. The integration with other Odoo modules like Email Marketing and Invoicing is seamless, creating a smooth and connected workspace. The automated lead scoring tool is invaluable for prioritizing high-value prospects efficiently, while the pipeline activity planner ensures no follow-ups are missed by scheduling next actions directly within the opportunity card. This helps our team stay organized and focused on the right deals. Review collected by and hosted on G2.com.

While Odoo CRM is highly powerful, the initial setup and configuration can be a bit complex for non-technical users. It takes some time and training to fully understand how to customize the modules perfectly. Additionally, the reporting dashboard, although very detailed, can sometimes feel a bit overwhelming and could be simplified for quick, daily overview statistics. Review collected by and hosted on G2.com.

It has a very good and easy-to-use interface. It is a CRM that practically serves everything a company needs, as you can install modules and it also has excellent support. In our case, we use integrations related to an advertising agency and it gives us very good performance, especially for the price it has. There are also some integrations with artificial intelligence, depending on the modules you have installed for your business. Review collected by and hosted on G2.com.

Odoo heavily depends on the company that implements it in your business. Therefore, it is important to find a good implementation partner; otherwise, you may suffer a lot throughout the process. Review collected by and hosted on G2.com.

I really appreciate how flexible Odoo CRM is when we need to tie lead records straight to our quotes and project files, something that saved us after a messy mix-up with Willamette Sourcing Collective a couple months back. We were sorting out a custom asset package for them, and our old separate CRM meant our account notes, pricing drafts and revision requests lived in three different places. One of our designers reached out to the vendor with an outdated rate sheet because they didn’t see the latest update buried in an email thread. That created a lot of back-and-forth; the vendor was confused why we quoted two different numbers, and I spent half a day chasing everyone down to align the details. Once we switched to Odoo CRM, I can attach quote drafts, client notes and revision logs right on the same lead or contact record. Anyone on our team can pull up the profile and instantly see the most current pricing and conversation history, no more digging through old emails.

I also love that it plays nicely with the rest of the Odoo stack we already use, especially for keeping track of our follow-up tasks. We had a close call with Cascade Resource Partners last month. We promised to send over a revised project timeline by the end of the week, but our previous task tracker was disconnected from our contact list. The task reminder popped up, but it didn’t link to the vendor contact, so our project coordinator forgot who it was for and pushed the follow-up off. The vendor reached out upset, worried we’d dropped their request entirely. Now inside Odoo CRM, I can create follow-up tasks directly on the contact card, set custom reminders and assign them to our team. The task opens right to that vendor’s record, so there’s zero confusion about who we’re reaching out to and what we owe them. It’s small, but it stops those silly, costly oversights that used to happen all the time.

It’s not perfect, but for our small design studio, the biggest win is that everything lives in one shared space. We don’t need to jump between five different tools just to check a lead status or pull up past communications. We still run into minor hiccups with custom fields now and then, but compared to the scattered setup we had before, it’s cut down so much of my fire-fighting work. I spend far less time fixing miscommunication between our team and vendors, and more time setting up workflows that actually keep our client projects moving smoothly. Review collected by and hosted on G2.com.

The main thing that frustrates me about Odoo CRM is how clunky and unintuitive the bulk contact editing and filter setup can be, especially when we’re cleaning up vendor and lead records after busy project seasons. We ran into a big headache with Willamette Sourcing Collective a few weeks ago. I needed to update the lead stage for around 40 related contacts all at once, marking them as “active vendor” instead of cold lead. The filter logic was tricky to get right, and I accidentally selected a handful of our ongoing client contacts alongside the vendor list. I pushed the bulk update before double-checking, and it messed up their pipeline status. Our project manager pulled up the dashboard later and thought those client jobs had fallen out of the active workflow. I spent nearly two hours manually reverting every incorrect entry and cross-referencing our spreadsheet to fix the damage. It would be so helpful if it showed a clear preview of which contacts you’re about to change before confirming bulk actions.

I also struggle with the email sync reliability between our work inbox and Odoo CRM. We had a tight deadline with Cascade Resource Partners, waiting for their feedback on a design scope document. My teammate sent over the revised proposal email directly to the vendor, but the message never pulled into the contact’s chatter timeline automatically. A couple days went by, and we assumed the vendor hadn’t replied yet, until they called to say they’d sent questions back three days prior. We missed their response entirely because the sync failed silently with no alert. There’s no simple way to tell when an email fails to log, and troubleshooting the sync settings takes way too many clicks through layered menus. For our small design team, we don’t have dedicated IT support, so digging through technical configuration menus is a huge drain on my time. Review collected by and hosted on G2.com.

Odoo CRM feels like it covers the whole sales pipeline, capturing leads to handle customers in all possible branches. It allows them to integrate with other Odoo products and supports the whole Odoo ecosystem. The problem with CRMs generally is that they are data heavy, making the overall UI and process much more boring and input heavy, but Odoo doesn't feel like it's boring; that's a major plus. Review collected by and hosted on G2.com.

Odoo CRM is feature-rich, but that also makes it harder to start initially, and overall, maintaining all of it in many edge cases becomes overwhelming. UI is generally good, but navigating different apps and screens feels mostly complicated. Also, creating cross-module reports needs additional configs to be done manually. The overall guidance of workflow can be made simpler and straightforward. Review collected by and hosted on G2.com.

I really like that Odoo CRM is user friendly. Its ability to customize pipelines according to business needs is great. It helps us organize and manage leads in one place, making it very helpful for monitoring lead status and communication with our leads. The initial setup was very easy and basic. Review collected by and hosted on G2.com.

Sometimes, data gets scattered in Odoo CRM, and it becomes very difficult to organize the targets and the studies of our targets. If the interface were more user-friendly and smooth, it would make things a lot easier. Review collected by and hosted on G2.com.

I work as a Dietician & Nutritionist, manage a homeopathy clinic, and also create health education content. What I like most about Odoo CRM is that it helps me keep consultation inquiries, wellness program leads, contact details, follow-ups, meetings, and communication records organized in one place. The pipeline view is simple to use and makes it easy to see where each lead stands without checking multiple screens. I regularly use lead management, opportunity tracking, activity scheduling, meeting management, contact records, and notes. These features help me manage new inquiries, follow-up discussions, and potential program enrollments more efficiently. Having activities, meetings, emails, and lead information connected together saves time and reduces manual tracking work. I also like that scheduled activities and meetings remain visible alongside lead records, which makes it easier to plan follow-ups and keep communication organized when handling multiple inquiries at the same time.

The system also performs well during daily use. Opening lead records, updating activities, moving opportunities through the pipeline, and checking follow-up information feels smooth and responsive. Reporting and pipeline visibility are useful for reviewing ongoing opportunities and planning future communication. Another useful thing is that important information stays connected instead of being scattered across different tools, which makes reviewing previous interactions faster and helps me stay updated on ongoing activities without spending extra time searching for details. Overall, Odoo CRM offers a good balance of ease of use, straightforward implementation, useful integrations, reliable performance, and a practical number of features. I use it regularly, and it helps keep clinic-related inquiries, wellness program discussions, follow-ups, and health education outreach activities more organized and easier to manage. Review collected by and hosted on G2.com.

I like that Odoo CRM keeps leads, activities, and communication connected, but when a lead has many meetings, notes, emails, and follow-ups attached to it, reviewing the complete history can sometimes take a little extra time. All the information is available, though I occasionally need to open multiple sections to see everything in detail. Review collected by and hosted on G2.com.

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.

It is very practical and allows you to add the applications you need for your work. We have applications for managing employee data or the projects we are working on. Additionally, it has excellent technical support and its performance is optimal for the challenges you present to it.

You can also make integrations with other applications; in our case, we use Dropbox and it adapts great. All this for a price that suits each company, as you can request applications as you need them. Review collected by and hosted on G2.com.

It's not that I don't like it, but I feel they should simplify some processes that tend to be repetitive when uploading information. Review collected by and hosted on G2.com.

Hiding detailed labor and materials costs of complex construction projects when presenting quote to customers was amazing! Review collected by and hosted on G2.com.

Sometimes I mistakenly hit keyboard and a virtual product code was generated which did not exist in reality. Nobody in the company, not even the administrators, could delete that hypothetical product and would have stayed in the system and could cause some problems for accounting and tax purposes. 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.