Odoo CRM Review: Pros, Cons, Features and Pricing
Odoo CRM is a free CRM software and ERP system that helps manage customer relationships and sales processes. It best serves small to medium-sized businesses, startups, and sales teams looking for customizable, modular systems. Odoo CRM offers flexibility as a cloud-based platform and integrates seamlessly with its suite of business apps.
Odoo CRM addresses issues like disorganized customer data and inefficient sales tracking for sales and marketing teams. In this article, I'll cover Odoo CRM's features, pros and cons, use cases, pricing, etc., so you can decide if it aligns with your organization's needs and goals.
Odoo CRM Evaluation Summary
- From $25/user/month (billed annually)
- Free trial + free plan available
Why Trust Our Software Reviews
Odoo CRM Overview
In my opinion, Odoo CRM is a versatile free CRM option that suits small to medium-sized businesses seeking modularity and integration capabilities.It excels in providing a customizable platform that integrates well with other Odoo apps, creating an all-in-one environment for businesses already using the Odoo ecosystem. However, its interface can be a bit challenging for new users, and it may not offer the most intuitive experience compared to competitors.
If your team values flexibility and integration, Odoo CRM is worth considering. It performs well in environments where customization and adaptability are priorities, but might not be the best choice for those needing a straightforward, out-of-the-box solution.
pros
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Users often praise its seamless updates and improvements.
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It offers a wide range of modules for different business functions.
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You can customize Odoo CRM to fit your team's specific needs.
cons
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Some users report occasional performance issues with large datasets.
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You might find the initial setup a bit time-consuming.
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The interface can be complex and overwhelming for new users.
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Lead Management
Odoo CRM lets you track and manage leads efficiently, ensuring no potential customer slips through the cracks. It helps you prioritize and follow up on leads effectively, improving conversion rates.
Pipeline Management
Visualize your sales process with drag-and-drop ease, allowing you to manage deals and keep your team focused. This feature helps your team members track progress and identify bottlenecks.
Contact Management
Store and access customer information in one place, making it simple to view interaction history. Your team can personalize customer interactions based on detailed insights.
Activity Scheduling
Plan and track meetings, calls, and tasks to keep your team on schedule. This feature helps ensure timely follow-ups and reduces missed opportunities.
Reporting
Generate basic reports to analyze your sales performance and support forecasting for future opportunities. It provides essential insights to help your team make informed decisions.
Email Integration
Sync your emails with Odoo CRM to keep all communication in one place. This integration supports your email marketing efforts and streamlines communication to ensure your team stays on the same page.
Ease of Use
Odoo CRM can be tricky for new users due to its complex interface, which might slow down your team's initial setup. However, once you get past the learning curve, its customizable features offer great flexibility. The drag-and-drop functionality in pipeline management and the central dashboard help simplify tasks, but you might find navigating its many modules a bit overwhelming at first. If your team is tech-savvy, the benefits of customization and modularity will outweigh the initial challenges.
Integrations
Odoo CRM integrates with Facebook Lead Ads, Google Ads, HubSpot, Jotform, WPForms, Google Forms, WordPress, Mailchimp, Shopify, and Slack. Odoo CRM also offers an API for custom integrations and can connect with third-party integration tools.
Odoo CRM Specs
- 2-Factor Authentication
- API
- Calendar Management
- Call Tracking
- Campaign Management
- Click-to-Dial
- Contact Management
- Contact Sharing
- Custom Data Forms
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- External Integrations
- File Sharing
- File Transfer
- Google Apps Integration
- Lead Management
- Lead Scoring
- Marketing Automation
- Mobile App
- Multi-User
- Notifications
- Pipeline Management
- Sales Automation
- Scheduling
- Social-Media Integration
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
