G2

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

6/10/2026

"Good Visibility Across Leads, Meetings, and Ongoing Opportunities"

4.5/5

What do you like best about Odoo CRM?

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.

What do you dislike about Odoo CRM?

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.

What problems is Odoo CRM solving and how is that benefiting you?

Odoo CRM is helping me keep leads, follow-ups, meetings, contact records, and communication activities organized in one place. Instead of managing inquiries and follow-up information across different records, I can track everything through a single system. I can monitor new inquiries, schedule activities, review previous interactions, and keep opportunity information updated without losing important details. Having leads, meetings, notes, emails, and follow-up activities connected together makes ongoing work easier to manage.

The pipeline view also provides a clear overview of where each opportunity stands and what action needs to be taken next. This helps me stay on top of follow-ups, organize communication more efficiently, and keep ongoing discussions moving forward. This makes daily work easier to manage and reduces the effort required to keep information organized manually. Overall, Odoo CRM helps me manage inquiries, communication, activities, and follow-ups in a more organized and structured way. Review collected by and hosted on G2.com.