Odoo CRM Review For 2025
Odoo CRM Plans & Pricing
Odoo Comparison
Expert Review
Pros
Cons
Odoo CRM's Offerings
The CRM app is free when it is used on its own. With the free plan, you can have unlimited users online. The function is limited to only certain tasks. You can get a feel of this app’s advanced features by taking advantage of the free trial for 15 days. During this period, you can access all the apps on Odoo.
All the plans on Odoo attract unlimited maintenance, hosting, and support. This transparent platform has no hidden fees; once you’re using the premium plan, you can access all the tools without purchasing in-app credits. This app is relatively affordable even when it charges per user. Odoo also provides discounts that are available for 12 months for initial users.
Odoo provides all plans with incremental daily backup, email integration, 24/7 monitoring, and email support 5 days a week. However, this platform only has two paid plans, although you can ask for an upgrade if you desire.
Customer Support
Navigating Odoo is quite tricky. With no live chat, you have to rely on the phone and email support features if you need prompt responses to your complaints. However, Odoo has a community and a platform that helps businesses gain tips and insights into providing an impressive customer experience for all.
The resources on Odoo also come in different forms, including written content, videos, and ebooks tailored toward helping your business succeed and produce better results. Also, this company offers support options in three other languages besides English.
Email Support
Opening a support ticket on Odoo is quite straightforward. You’ll find the support option after clicking the widget at the top right of your screen. You have to include your details, URL, ticket type and write a subject and detailed description to cover all your complaints. In about 24 hours, I got a detailed response from the team at Odoo with the solution to my challenge and the required resources to achieve it.
Phone Support
I got a phone call less than an hour after opening the ticket. The phone handler was friendly, honest, and straightforward. Although there wasn’t an easy solution to my problem, I still had other options that I could try out.
After the call, I got a comprehensive transcript sent to my email detailing the next course of action. This company also has emergency lines you can contact to get a prompt response from Odoo. They have lines for America East, America West, Latin America, Europe, Asia, and Africa that you can call to reach out to the team members.
Odoo Blog
The Odoo blog is divided into different sections. You find news, partner stories, customer reviews, employee testimonials, and business hacks that’ll help you better understand the company and gain valuable insights that can impact your business. However, the section for business hacks has only a few posts despite being in use for decades. This section lacks updated information, making it tricky to adopt what you find there.
Odoo Learn
This company provides users with detailed tutorials covering CRM, website building, invoice and accounting, projects and timesheets, and even a smart e-commerce class of about 2 hours. Odoo covers its different apps in these tutorials, ranging from 15 minutes to about 5 hours.
Social Media
Odoo maintains a decent presence across different social media channels. With over 100 thousand subscribers on YouTube and a decent presence on Twitter, Facebook, and LinkedIn, Odoo seeks to interact with customers on the platform they hang out the most.
Features & Functionality
General Features
Calendar
Odoo helps you schedule your tasks effectively and keep track of every meeting. You can create a plan to cover days, months, and even year-round. If you already have your activities scheduled on Google or Outlook, you can simply synchronize them with your calendar on Odoo to avoid moving from one app to another. This will help you save time and be more effective with your business activities.
Analytics and Reporting
This platform provides detailed analytics and reporting details that are easily accessible to all. Odoo helps you track your forecasts, pipeline, leads, and activities. This analytics feature offers different options to view your data. You can use a bar chart, line chart, and pie chart to analyze the data depending on what works best for you. Odoo allows you to view your data in a descending or ascending manner. It is a flexible feature that shows data according to the different months using distinct colors, making differentiation easy. It also accounts for the various stages in the sales pipeline.
Multiple Views
This software company believes in giving users numerous options to choose from while handling customer data. Odoo uses the kanban project management software, which allows you to manage your essential project effectively. You can also use the list or pivot view if you’re looking for a simpler way to view data.
Streamline communication with integrated email tools.
Sales
Sales Pipeline
The sales pipeline helps you track opportunities and the stages where you’ll find every deal to facilitate easy management. You can classify every opportunity under new, qualified, proposition, and won. This way, every team member can find a transparent overview of progress, including details like the expected closing date. You can also customize the sales pipeline to include new stages and filters based on how your company operates.
Lead Enrichment
Not only does Odoo help you manage your contacts, but it also assists you in generating high-quality leads within your specific industry. You can include your lead’s email address, and you’ll find the lead enrichment feature when you enable the configuration settings. You can simply click on “generate lead” on the CRM. Afterward, you’ll include the number of companies you want to reach. Then, you’ll choose from 23 available industries and the company size to enrich your data. Odoo will show the company type, year founded, sector, employees, yearly revenue, email address, timezone, technologies, and social media accounts. The only step remaining on your part is to reach out to these leads.
Contact Management
Odoo helps you manage your contacts effectively. You can determine whether the contact is for an individual or a company, and you’ll include important data such as an address, phone, email address, website, and tags. This feature also helps you manage sales, purchases and invoicing. By leveraging this feature, you can manage the info of leads, customers, partners, and suppliers.
The contact management page also uses an internal note tab that helps you leave comments on a particular individual or company without disturbing other followers. You can manage filters, gain meeting overview and upload documents using the contact module that Odoo provides.
Automation
Creating a workflow automation only took a matter of seconds since it was already simplified. Also, considering that Odoo is a complete suite of business software, it offers all the CRM automation that can be imagined, including email marketing, sales pipeline, SMS, and so much more.
Performance:
Odoo CRM functions at a decent level in terms of performance. It allows you store customer data with access to various visual representation of your data and analytics. After accessing this tool, I analyzed the different performance metrics before reaching a conclusion.
Speed
There was a glitch when I initially tried to setup my Odoo account. However, after this level, I was able to upload data without dealing with further complictions since I was working with an excel sheet. When I wanted to upload data from my previous CRM, the process was long and technical so I stuck with the excel file.
Also, it pulled up the results quite fast after uploading the relevant data. Odoo also helped me to include other files without breaking a sweat.
Ease Of Use:
The best CRM tools are the ones that are easy to use regardless of the user’s skill level and experience using CRMs. Although Odoo provides no detailed product tour, it is quite easy for you to find your way around.
Setup
Although I encountered an initial challenge when using the free trial, it finally connected after one more try. Setting up this software requires I include my first and last name, email address, company name, phone number, language, company size, and primary interest to get the most from the platform. Afterward, I gained full access to the CRM tool.
Customizing your CRM tools:
Odoo has customizable features that help you adjust the software based on your preferences. You can include new fields in the sales pipeline and make some more prominent. There’s also the option to group your data based on various features to ensure proper presentation. These customizable features affect the CRM and contacts page making it easy for you to personalize each customer’s account.
Audience Building and Segmenting
Finding the import button on Odoo is quite a hassle; it is not within clear sight where everyone can see it. It’s so hidden that one can even conclude that Odoo lacks this feature. You’ll find the import button under the section named “favorites.” The import and export feature might stress you if you’re using the tool for the first time.
Also, Odoo limits the files you can export to an excel sheet or CSV; converting them to maximize the platform fully is best if you have other file types. This platform provides a template you can leverage to upload data for leads and opportunities. Odoo also prevents you from transferring files directly from third-party apps. If you’ve been using CRM software previously, you’ll need to use an external API to retrieve your data which is quite a hassle.
Automation
The automation feature is also clumsy. If you want to create a workflow on Odoo, you’ll have to click on the filters to find “add custom filter,” which allows you to automate your tasks. You’ll have to create an action and include a condition to help you avoid repetitive tasks and save time to boost productivity. You can leverage the Marketing Automation application to create automated marketing campaigns to produce better results.
Uniqueness:
Odoo is a unique brand with other internal apps that connect to give users access to powerful tools to make their work seamless and boost productivity. With its real-time messaging feature, businesses can easily catch up on their business activities and collaborate faster.
Verdict:
Odoo has unique CRM software with powerful applications that you can access without being relegated to only CRM functions. It offers a 15-day free trial that allows you to access these advanced features for your business that covers different industries and sections. In addition, they have reliable customer support that responds quickly with solutions designed to assist you.
If you’re only starting with CRM tools, Odoo is a great fit, especially if you’re just building your customer data. Once you’ve found the necessary features on Odoo, you can leverage its numerous benefits.
User Review
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- For each module to work, customization is required, and that costs money. There are also many functionalities or features that do not work correctly. A lot of things depend on each other.
