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
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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

"...With Odoo CRM you can track your customer from the lead to the sale, including every contact I made with them, including phone calls and every email can be tracked in this app, and the integration with another Odoo apps make it a really complete solution...." Peer review by Jesus Alan R., CEO, Computer Software

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

"...of all kinds of tasks within a business, has features and functions of MRP, online commerce, personnel management, contracting, is a system that complements all the administrative needs that are in a company, and everything in the cloud, no need to install on the PC, also is a tool that is always being updated, and one can find almost any administrative tool for all the users you need, and updated for the changing world in which we live, and especially in business, that every day you find something new, and you will always need a new tool to use to improve your work, and in this application you will find it...." Peer review by Vivian H. G, Administrator
"...Other operations apps cover timesheets, purchasing, projects, documents, and helpdesks...." Peer review
"...Technologies offer you with end to end Odoo implementations services with best consultation on the workflows and integration part...." How Odoo Partners Helps to Improve your Business?

Odoo CRM, Rippling, NinjaOne (formerly NinjaRMM), Freshsales, Vtiger Sales 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

What solutions does Odoo CRM provide for Sales Document Management?

What Are the key features of Odoo CRM for Helpdesk Management?

How does Odoo CRM facilitate Workflow Management?

How does Odoo CRM facilitate Onboarding?

How does Odoo CRM facilitate 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.

 

EcoSafe Zero Waste Unifies EDI and Order Workflows with Odoo: Automated Processes and Greater Efficiency

EcoSafe Zero Waste has implemented Odoo's ERP system to streamline its EDI and order workflows, replacing fragmented manual processes. This integration with SPS Commerce has automated transactions, i...mproved accuracy, and enhanced coordination across sales, logistics, and operations. The move supports EcoSafe's scalable growth and operational efficiency, particularly in managing its hybrid logistics model.

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Odoo used by Moore for electronic invoicing

Moore has implemented Odoo's electronic invoicing solution for over 2,500 clients in Wallonia. This strategic decision enhances Moore's service offerings by providing a compliant, scalable, and modul...ar invoicing platform. The collaboration allows Moore to transform client relationships into partnerships through real-time data exchange and process optimization. Odoo's solution, integrated with Peppol, supports SMEs with an intuitive, cost-effective tool, facilitating Moore's advisory services.

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Pacific Sport Optimizes Inventory Management and Automates its 24/7 e-commerce Operations with Odoo

Pacific Sport has optimized its inventory management and automated its 24/7 e-commerce operations using Odoo's ERP solutions. By implementing Odoo's Sales, e-Commerce, Invoicing, Inventory, and Studi...o apps, the company overcame integration challenges and manual processes, achieving seamless operations and enhanced data-driven decision-making. The adoption of Odoo has allowed Pacific Sport to maintain a scalable, customer-focused operation, with plans to further leverage new functionalities and AI for continued growth.

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

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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, NinjaOne (Formerly NinjaRMM), Freshsales and Vtiger Sales 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

Programa educativo de Odoo

Odoo has launched the Odoo Education Program in Latin America, offering free access to its ERP and CRM tools for educational institutions. The program includes unlimited databases, eLearning platforms, and official diplomas to help students gain practical business management skills. Key features include the Scale-Up! business simulator game and LabOdoo, a hands-on learning environment in Mexico City.

Product

Odoo 20's Agentic AI Ends the Sales Handoff Bottleneck

Odoo has introduced Agentic AI in Odoo 20, designed to streamline sales processes by eliminating handoff bottlenecks. This enhancement aims to improve efficiency and productivity within sales operations.

Product

Odoo: the solution for Medium and Large Companies

Odoo has expanded its focus to medium and large companies through its Mid-Market Corporate (MMC) department, offering tailored ERP solutions. The MMC team manages complex projects globally, ensuring scalability and flexibility. Odoo's open-source model and architecture, including Python, PostgreSQL, and JavaScript, support customization. Odoo.sh provides a cloud platform for deployment, and future AI integration will enhance coding capabilities.

Product

Odoo se certifica en ISO 27001

Odoo has achieved ISO 27001 certification, enhancing its information security management. This certification ensures Odoo's ERP system meets international security standards, offering trust, operational consistency, and fraud protection. It particularly benefits Mexican companies by providing world-class security at an affordable price.

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