G2

Verified User in Apparel & Fashion

Small-Business (50 or fewer emp.)

11/12/2026

"Odoo CRM Streamlined Our Lead Capture, Pipeline Visibility, and Campaign Tracking"

4/5

What do you like best about Odoo CRM?

Odoo CRM’s built-in email-to-lead capture and native Kanban pipeline saved us from a really rough situation with our wholesale boutique vendor out in San Diego last month. We were rolling out our spring linen drop, and that boutique was sending bulk wholesale inquiries straight to our shared Outlook inbox. Before we started using Odoo CRM, we copied those messages manually into our old spreadsheet tracker. One of our part-time sales assistants missed that vendor’s follow-up email entirely, and we lost their wholesale pre-order slot because we didn’t lock in the allocation fast enough. Now any incoming inquiry email gets automatically turned into a lead inside Odoo. The Kanban board lays out every opportunity in simple visual columns, so I can quickly spot which wholesale accounts are waiting for pricing sheets, which samples are out for review, and which ones are ready to close. I also love that it pulls in the full email thread right on the lead record, so I don’t have to jump back and forth between Outlook and our tracker. This ties right into everything I handle as E-Commerce & Operations Manager at Coastal Thread Apparel, juggling online store launches, customer marketing and SaaS testing all at once.

I really value how flexible the sales stages and forecasting tools are for our mixed DTC and wholesale apparel business, and this fixed a mess we had with our pop-up market partner back in February. That partner needed a custom order for branded merch for their event, but our previous CRM forced us to stick to a rigid sales pipeline that didn’t fit short-turn pop-up orders. We ended up logging the deal under the wrong category, and our revenue forecast completely omitted that order. It threw off our inventory planning for tees and hoodies, and we wound up short on stock for our direct-to-consumer website. Odoo lets me tweak the pipeline stages however I need, add custom fields for sample tracking, minimum order quantities and ship-by dates. I can pull quick forecast snapshots to see expected revenue from retail web orders and wholesale accounts separately. It’s super handy when I’m comparing different CRM tools and logging real-world pros and cons for our small leadership team. We don’t have a dedicated ops analyst, so being able to tweak these views myself saves me from waiting on outside help.

The UTM tracking and automated campaign rules are another big win, which solved a headache we ran into with our Instagram ad agency a couple months ago. We were running a limited flash sale campaign, and we had no reliable way to tell which social ads were sending high-quality leads versus just window shoppers. Our old setup only tracked total clicks, and the agency kept pushing us to spend more on an ad set that was bringing in tire-kickers who never converted. Odoo lets me tag campaign links with UTM parameters, tie every lead back to its source, and set up simple follow-up automations. If someone submits a wholesale inquiry from our website, the system can fire off our line sheet PDF and schedule a follow-up task automatically. We can also track recurring revenue for our repeat wholesale partners and log renewal timelines. It’s not just a basic contact list; it’s built to tie marketing outreach straight to our sales pipeline. Less time chasing down missing lead info and untangling messy campaign data frees me up to coordinate product launches, keep an eye on inventory sync, and keep testing different SaaS tools for our 11–50 person apparel brand. Review collected by and hosted on G2.com.

What do you dislike about Odoo CRM?

Odoo CRM’s email routing rule setup is surprisingly finicky, and this burned us badly with our San Diego wholesale boutique vendorlast month. We tried to set up a rule that only turns wholesale inquiry emails from approved boutique partners into qualified leads, while filtering out generic spam and consumer customer service messages. The rule logic didn’t work how we expected, and it dumped all of our regular DTC support emails into the sales pipeline as new leads. Our sales coordinator wasted half a day sorting through hundreds of customer return questions, and she missed the boutique vendor’s follow-up about locking in their linen pre-order allocation. By the time we spotted the message, some of our limited-run stock was already committed to other buyers. I spent ages digging through Odoo’s community forums trying to troubleshoot the filter, and there’s no simple visual preview to test routing rules before they go live. That lack of a safe test mode is a major red flag when I’m evaluating SaaS tools, especially since I’m already stretched thin managing product launches, social campaigns and our online store inventory for Coastal Thread Apparel.

I also find the Kanban view customization clunky when we run mixed DTC and wholesale workflows, and this created a big confusion with our pop-up market partner back in the spring. That partner’s custom merch order required extra tracking fields for sample approval, print artwork sign-off and event delivery deadlines. I wanted to add those custom fields directly onto the Kanban cards so our whole team could glance at the status without opening each opportunity. Odoo doesn’t let you easily surface custom fields on the board view; you have to click into every individual record to see those details. Our sales rep missed the artwork approval deadline listed inside the deal record, and the printer pushed the production date back. We almost didn’t get the merch ready in time for their weekend pop-up event. I ended up keeping a separate shared spreadsheet just to track those critical custom milestones, which defeats the whole point of using a CRM pipeline to centralize everything. Review collected by and hosted on G2.com.

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

Odoo CRM’s email-to-lead capture and straightforward Kanban pipeline fixed a really stressful oversight we had with our San Diego wholesale boutique vendor last month. We were rolling out our spring linen collection back then, and that boutique owner sent over their wholesale inquiry and follow-up notes to our shared Outlook inbox. Before we adopted Odoo, we manually copied every wholesale request into a basic spreadsheet tracker. Our part-time sales assistant got swamped with DTC customer messages and completely overlooked that vendor’s email. We missed the window to reserve their pre-order inventory, and they ended up placing the order with another apparel brand instead. Now any incoming wholesale inquiry email automatically spins up a lead record inside Odoo. The full email conversation attaches right there, so we don’t have to toggle back and forth between Outlook and separate note files. The Kanban board lays out every opportunity in clear stages, so I can quickly scan which wholesale buyers are waiting for line sheets, which samples are out for review, and which deals are ready to lock in. This fits my day-to-day load as E-Commerce & Operations Manager at Coastal Thread Apparel, where I juggle store launches, customer marketing and SaaS benchmarking nonstop.

I really appreciate how adjustable the sales pipeline stages are, and this cleaned up a forecasting mess we hit with our local pop-up market partner back in February. That partner reached out for custom branded tees for their weekend market event, but our old CRM had a rigid, one-size-fits-all sales flow built for standard long-term wholesale accounts. We logged this pop-up project under the wrong pipeline category, and our forecast report ignored the whole order entirely. We under-planned production and nearly ran out of blank stock before the print deadline. With Odoo CRM, I can edit stages, add custom fields for sample approval, MOQ, artwork sign-off and required ship date to match our different order types. I can pull quick revenue forecasts that split DTC web orders and wholesale opportunities apart. We don’t have an in-house data analyst on our small team, so being able to tweak these views without outside support saves me tons of downtime when I’m comparing CRM options for our leadership.

Its built-in UTM tracking and basic automation rules smoothed out the guesswork we had with our Instagram ad agency a couple months back. We were running a flash sale campaign and pouring money into social ads, but our old setup only told us total clicks. We couldn’t tell which ads brought in serious wholesale buyers versus casual browsers. The agency kept pushing us to keep funding one ad set that looked great on Meta’s dashboard but barely produced qualified leads. Odoo captures UTM parameters on every incoming lead, and I can set up simple automation triggers: once someone submits our wholesale form, send the line sheet PDF and schedule a follow-up task for our sales person. We can also track repeat wholesale accounts and log renewal dates for their recurring orders. It’s not packed with the fancy polished features you’ll find in pricier dedicated marketing CRMs, but it hits all the core boxes we need for lead intake and pipeline visibility. Less time digging through disjointed emails and guessing ad performance frees me up to coordinate product launches, watch inventory sync health, and keep testing different cloud and marketing tools for our 11–50 person apparel brand. Review collected by and hosted on G2.com.

Current UserValidated ReviewerIncentivizedSource: G2 invite