What is Odoo CRM?

Odoo provides a large, enterprise-level platform that is fully customizable. As open-source software, you can create the functionality you need and integrate it with virtually any app. The Odoo framework combines CRM and ERP into a single software package. Together, they streamline all your business processes, creating a leaner, data-driven, and efficient organization. ERP features provide complete visibility into core business processes. And CRM helps you use all of your organizational data to create lasting and profitable relationships. The CRM + ERP has tools for collaboration, eCommerce, Sales, Marketing, HR, Inventory–and more.

Open Source

Odoo is an acronym for “on-demand open object.” This allows subscribers a great deal of freedom to customize modules, workflows, fields, and features. Most closed CRMs lock you into a higher price bracket before granting access to such wide-open customization. But Odoo is an open-source platform, and you are limited only by your imagination and technical skills. Odoo also streamlines common user enhancements, so the software is continuously improving thanks to its community of developers.

It’s worth noting, some users have complained about the lack of technical documentation available on the vendor website. It’s recommended that you have some experience under your belt before attempting to deploy and customize the Odoo platform.

Collaboration

For businesses large and small, creating a seamless transition between departments is the dream. Odoo can move a transaction from sales to purchase order to manufacturing order to delivery with maximum efficiency. All your company data is housed in a single program that every employee can view and access. As work is completed by one department, Odoo can automate the handoff to the next team. You no longer need paper trails, email chains, or water-cooler chat to move an order towards completion. Data automatically flows from one stage of a customer transaction to the next.

In addition to data syncs, you get an enterprise-level social network that Odoo calls “chatter.” It remains on the right-hand side of your screen (unless you prefer to hide it). There you can follow projects, employees, and documents. You can also create discussion groups and chat using the internal messaging system.

eCommerce

One of Oddo’s unique features is the inbuilt web design. You can create your own eCommerce site and have complete control over the layout, branding, and SEO. The integrated setup also ties all your sales data to marketing campaigns, inventory, supply orders, manufacturing, and delivery schedules. It’s a one-stop-shop for online businesses.

Marketing

You can build websites within the Odoo platform, ensuring seamless integration with other departments such as marketing and analytics. It also boasts greater flexibility than most web-builders, such as WordPress; plus, your website hosting comes free.

Web visitors are no longer an anonymous crowd. Odoo’s UTM trackers can tell you geolocation, lead source, and how they use your site. Webchat is also available, and you can receive push notifications when a valuable account visits your site.

You can create automated email campaigns with unlimited email sends. This is a refreshing counterpoint to the many CRMs that place strict limits on bulk email sends. Odoo lets you segment your audience for personalized appeals. You can also automate deals, messages, and advertisements based on lead behavior.

Sales

The CRM can significantly reduce tedious tasks like lead scoring and record updates. Prospect activity is monitored in the background (such as the number of touchpoints, time on the webpage, email opens, and other conditions you determine). From there, Odoo can assign lead scores, automate top-of-funnel communication, and assign a sales rep once human intervention is required.

You get unlimited pipelines and customizable stages. You manage the appearance and stages of your sales pipeline with a simple drag and drop tool. You can also generate and send quotes with just a few clicks. The integration with eCommerce, finance, and accounting gives you the ability to create granular sales reports. However, report generation could be more user-friendly and requires some understanding of statistics and financial modeling. This is in stark contrast to sales CRM, like Pipedrive, which offers several out-of-the-box sales reports.

Inventory Management

Odoo integrates inventory with your operations, accounting, online store, and production. You no longer waste time manually updating records or balancing inventory. You can ensure you have what you need to fulfill orders, from raw materials to adequate staffing. This lets you avoid production bottlenecks and get orders out the door on time, leading to happy customers. Some of the dedicated inventory features include:

  • Stock tracking
  • Sales and purchase order management
  • Multichannel order fulfillment
  • Integration with eCommerce, accounting, shipping, and other operational tools
  • Inventory reports and analytics
  • Human Resources

    HR departments collect an enormous amount of data on each employee. But how much of this information ends up filed away in paper binders or rarely visited corners of your desktop? Instead, you can manage your employees just as closely as your customer with a dynamic employee database. Create detailed employee profiles and attach relevant documents like timesheets, contracts, attendance, and leaves. You can also analyze employee trends, such as turnover rates by department.

    Features of Odoo CRM

    • Contact & Account Management
    • Opportunity & Pipeline Mgmt.
    • Task / Activity Management
    • Territory & Quota Management
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    Odoo CRM Screenshots (5)

    Odoo CRM Videos (1)

    Pricing

    View detailed pricing plans

    Support and Integration

    Support
    • Tutorials
    • Documentation
    • Knowledge Base
    • Support Analytics
    • Mobile User Support
    • Forums
    • Live Chats
    • Gmail
    • Gravity Forms
    • Google Sheets
    • Dropbox
    • Slack
    • Facebook Lead Ads
    • HubSpot
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    FAQs

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