Odoo CRM Overview

Odoo-CRM is the leading open-source CRM software designed for modern businesses. It offers both cloud and on-premise deployment options.

Use Cases

Customers recommend Sales Document Management, Helpdesk Management, Workflow Management, as the business use cases that they have been most satisfied with while using Odoo CRM.

Other use cases:

  • Onboarding
  • Communication Management
  • Engagement Management
  • Account Management
  • Forecasting
  • Collaboration
  • Products & Pricelist Management
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Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Odoo CRM.

Other priorities:

  • Acquire Customers
  • Improve Efficiency
  • Scale Best Practices
  • Improve ROI
  • Enter New Markets Internationally Or Locally
  • Grow Market Share
  • Improve Digital And Social Presence
  • Improve Internal Communications
  • Increase Average Basket Value
  • Launch New Products
  • Improve Brand Engagement
See all business priorities See less business priorities

Odoo CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Odoo CRM works with different mediums / channels such as Phone Calls. and Promotions.

Odoo CRM's features include Personalization, Dashboard, Recording, etc. and Odoo CRM support capabilities include Phone Support, Chat Support, Email Support, etc. also Odoo CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Also, the workflow between all the core modules of a commercial business which are CRM, Purchase Management, Inventory and Accounting are very good mounted...." Peer review by Kevin Y., Student, Accounting

Peer review evidence (same sources as the product rating summary)

"...The main problem we wanted to solve was maintaining one system to handle and solve all of the business processes from purchases to invoicing to shipping and enabling project management tool to distribute the work hierarchically in the organization with each user responsible for his/her own task and maintaining the RBAC (role based access control)..." Peer review by Pavan R., ABOVE Solutions
"...I am able to have CRM/Sales/Purchasing/Human Resources/E-commerce/Help Desk/Accounting and more all under one platform...." Peer review by Raymond C, CEO, Information Technology and Services
"...You can create any number of additional fields or workflows, and works great with the other Odoo applications...." Peer review by Verified Reviewer, Human Resources

Odoo CRM, Rippling, Less Annoying CRM, NinjaOne (formerly NinjaRMM), Teamgate CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Odoo CRM

Top Industries

  • Information Technology and Services
  • Computer Software
  • Retail

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Odoo CRM is popular in Information Technology And Services, Computer Software, and Retail and is widely used by Small Business, Mid Market, and Enterprise.

Odoo CRM Customer wins, Customer success stories, Case studies

How does Odoo CRM address your Sales Document Management Challenges?

What benefits does Odoo CRM offer for Helpdesk Management?

Why is Odoo CRM the best choice for Workflow Management?

What benefits does Odoo CRM offer for Onboarding?

How efficiently Does Odoo CRM manage your Communication Management?

11 buyers and buying teams have used Cuspera to assess how well Odoo CRM solved their CRM needs. Cuspera uses 2872 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

JCK Prime Builders - Construction - Medium

Odoo ERP: Level Up Your Construction Business

JCK Prime Builders, a construction company in the Philippines, adopts Odoo's ERP system to address operational challenges. Odoo provides centralized project management, advanced costing, and inventor...y visibility, enhancing efficiency in construction processes. The ERP system enables real-time data access across departments, improving budget tracking and site management.

Read on →
 

Special Nutrition Group - Supplement Manufacturing - Small

Special Nutrition Group impulsa su crecimiento con Odoo

Special Nutrition Group adopted Odoo's platform to streamline operations and enhance traceability in its supplement manufacturing processes. By integrating modules like Sales, Quality, and Inventory,... the company eliminated manual processes and improved data visibility, enabling better control and supporting growth. Odoo's flexibility allowed for custom developments tailored to industry-specific needs.

Read on →
 

Emonk - Import, International Trade, And E Commerce - Small

Emonk se une a Odoo e incrementa su propia arquitectura

Santiago, Chile

Emonk, a Chilean international sourcing and e-commerce company, adopted Odoo's open-source ERP to centralize and automate its operations. This integration enabled Emonk to manage multinational financ...ial operations, automate inventory and purchase processes, and expand to 11 countries. Odoo's flexibility allowed Emonk to maintain control and efficiency while scaling operations without increasing administrative costs.

Read on →
 

Moisture Boss LLC - Manufacturing - Small

Boulder, USA

Odoo helped Moisture Boss LLC, a Boulder-based e-commerce company, centralize its sales, inventory, and accounting. Before Odoo, the company struggled with disconnected systems and manual processes. ...With Odoo, they automated order management and synchronized multi-channel sales from platforms like Amazon and eBay. This reduced errors, improved inventory accuracy, and unified financial tracking. As a result, sales increased while overhead stayed flat, supporting business growth.

 

St. Margaret’s School - Education - Small

Buenos Aires, Argentina

Odoo helped St. Margaret’s School in Buenos Aires improve its admissions process. The school replaced manual Excel tracking with Odoo CRM and dashboards. This change let the team automate first conta...cts and track every family’s journey. In just six months, the conversion rate for prospective families rose from under 10% to over 17%. Staff now see all admissions stages on one screen and respond faster to inquiries.

 

MMGC - Management Consulting - Small

Buenos Aires, Argentina

MMGC, a regulatory affairs consultancy, replaced Excel and emails with Odoo to manage complex, multi-country projects. Odoo centralized project tracking, client management, and invoicing, giving MMGC... real-time visibility into costs and documentation. The platform improved compliance with ISO 13485, reduced errors, and saved time by automating manual processes. MMGC now manages all regulatory projects, documents, and communications in one secure system, supporting growth across Latin America and Europe.

What is Odoo in two minutes

Video Thumbnail

Frequently Asked Questions(FAQ)

for Odoo CRM

What is Odoo CRM?

Odoo CRM is an Open Source CRM that helps manage and track leads, close opportunities and get accurate forecasts and can be used in businesses of all sizes..

Odoo CRM's features include Sell Faster, Leads, Opportunities, Customers, Efficient Communication, Reporting, and Integration. The Sell Faster feature is available on mobile enabling sales on the go. It has an intuitive user interface and a dashboard overview of sales activities.

Odoo CRM's Leads feature enables Leads Nurturing by creating campaigns, a column matching tool that helps importing prospects files, Lead scoring tools, Lead acquisition optimisation with call-to-action and a/b testing tool and more. The Opportunities feature supports Activities and calls management, Pipeline management, Scheduling of meetings, Call logs and more.

What is Odoo CRM used for?

Odoo CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Sales Document Management, Helpdesk Management and Workflow Management .

What are the top features of Odoo CRM?

Personalization, Dashboard and Recording are some of the top features of Odoo CRM.

Who uses Odoo CRM?

Odoo CRM is used by Information Technology And Services, Computer Software and Retail among other industries.

What are Odoo CRM alternatives?

Rippling, Less Annoying CRM, NinjaOne (Formerly NinjaRMM) and Teamgate CRM are popular alternatives for Odoo CRM.

Where is Odoo CRM located?

Odoo CRM is headquartered at Rue des Bourlottes, 9 1367 Grand-Rosière.
lightning

Peers used Odoo CRM for sales document management and helpdesk management

Odoo CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (2)
Analytics

4.10/5

Read Reviews (75)
Custom Reports

3.88/5

Read Reviews (362)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.90/5

Read Reviews (2)
Analytics

4.10/5

Read Reviews (75)
Custom Reports

3.88/5

Read Reviews (362)

Odoo CRM Integrations

Odoo CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Odoo CRM

Software Failure Risk Guidance

?

for Odoo CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Odoo CRM

Odoo S.A. News

Product

Odoo x Claude, ChatGPT, Google Gemini: AI HRM Guide for SMEs

Odoo integrates with Claude, ChatGPT, and Google Gemini to enhance its HRM system for SMEs. The integration enables AI-driven capabilities like OCR for data entry, AI helpdesk solutions, and advanced data filtering and report generation. This streamlines HR operations, improving productivity and efficiency by automating routine tasks and facilitating complex reporting.

Product

Odoo Integration with GrabFood & GoFood

Odoo has integrated with GrabFood and GoFood, enabling restaurant businesses in Indonesia to manage orders from a single screen. This integration allows real-time syncing of orders, inventory, and financial records, reducing manual errors and enhancing efficiency. The feature is available for Odoo Enterprise users with version 19.0 or higher.

Product

Pantalytics Style Pro for Odoo 19

Pantalytics has released the "Style Pro" theme for Odoo 19, offering a modern UI inspired by Linear and Vercel. The theme includes features like kanban drag-and-drop on mobile, dark mode support, and a comprehensive design token system. It enhances Odoo's default UI with improved typography, color schemes, and layout options, providing a sleek, customizable interface for users.

Product

Odoo Beginner’s Guide to Hong Kong HRs: Integrated HR and Payroll Soft

Odoo introduces a comprehensive HR and payroll software suite tailored for Hong Kong, integrating various HR functions like recruitment, appraisals, and payroll. The new Odoo Payroll app ensures compliance with local regulations, automating eMPF and tax form submissions. This suite centralizes HR tasks, enhancing efficiency and data security for businesses.

Odoo S.A. Profile

Company Name

Odoo S.A.

Company Website

//odoo.com

Year Founded

2005

HQ Location

Rue des Bourlottes, 9 1367 Grand-Rosière

Employees

251-500

Social

Financials

SERIES B