Odoo CRM Overview

This is a summary of the comprehensive capabilities and benefits of Odoo CRM based on over 2872 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Odoo CRM, Vtiger all-in-one CRM, Sugar CRM, workbooks.com, Apptivo, 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.

Do you need to check if Odoo CRM is right for your needs? Our Cuspera AI engine can evaluate how Odoo CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Odoo CRM supports business activities such as:

  • Sales Document Management
  • Helpdesk Management
  • Workflow Management
  • Training & Onboarding
  • Communication Management

Odoo CRM can help you with many business goals, such as Increase Sales & Revenue, Enhance Customer Relationships, Acquire Customers, Improve Efficiency, Scale Best Practices, etc. It can help manage these activities if you use Phone Calls and Promotions for these needs. As a solution, Odoo CRM's capabilities include Personalization, Dashboard, Recording, etc.

Odoo CRM was founded in 2005. Information Technology and Services Vertical is its biggest customer base.

Reviews

"...Dashboard Ninja is one of the apps on the Odoo store which lets users create stunning and strong dashboards for the different departments such as inventories, total invoices, quotations that are required for the business...." Best Odoo Apps to Make your Business Grow Rapidly

Cuspera Reviews

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.

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities peers 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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Sales Document Management

4.65/5 ★

Read Reviews (67)

"...Dashboard Ninja is one of the apps on the Odoo store which lets users create stunning and strong dashboards for the different departments such as inventories, total invoices, quotations that are required for the business...." Best Odoo Apps to Make your Business Grow Rapidly
proposal & quote management

4.56/5 ★

Read Reviews (37)

"...You have everything you need to run a Business, from the communications of a team, sales, quotations & project planning...."
contract management

4.66/5 ★

Read Reviews (15)

"...Easily manage leasing by specifying contract start and expiry dates, activation and recurring costs, and status of the contract. ..."
digital signature

4.29/5 ★

Read Reviews (13)

"...The suite also includes communication apps, electronic signature capture, marketing tools, manufacturing apps, a point of sale (POS), and more...."
document sharing

3.42/5 ★

Read Reviews (1)

"...Module for the Internet of Things, a module for documents sharing among the team - everything has got a shape in this latest version of Odoo...."
Helpdesk Management with Phone Calls and Promotions

4.81/5 ★

Read Reviews (37)

"...In this case, i got a customer who needed realtime updates for sales via call center...."
Workflow Management

4.34/5 ★

Read Reviews (36)

"...Landing Page X2CRM X2CRM is best for workflow automation...." 10 Best Open Source CRM Software 2019
PEER EXPERIENCES
Sales Document Management

4.65/5 ★

Read Reviews (67)

"...Dashboard Ninja is one of the apps on the Odoo store which lets users create stunning and strong dashboards for the different departments such as inventories, total invoices, quotations that are required for the business...." Best Odoo Apps to Make your Business Grow Rapidly
proposal & quote management

4.65/5 ★

Read Reviews (37)

contract management

4.65/5 ★

Read Reviews (15)

digital signature

4.65/5 ★

Read Reviews (13)

document sharing

4.65/5 ★

Read Reviews (1)

Helpdesk Management with Phone Calls and Promotions

4.81/5 ★

Read Reviews (37)

"...In this case, i got a customer who needed realtime updates for sales via call center...." Peer review by Jose Capurro
Workflow Management

4.34/5 ★

Read Reviews (36)

"...Landing Page X2CRM X2CRM is best for workflow automation...." 10 Best Open Source CRM Software 2019

62+ more Business Use Cases

Our AI advisor, Wyz, harnessed 2872 insights from peers and experts to help you assess how these Odoo CRM use cases fit your CRM needs.

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..

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?

Vtiger All-In-One CRM, Sugar CRM, Workbooks.Com and Apptivo are popular alternatives for Odoo CRM.

Where is Odoo CRM located?

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

Popular Business Setting

for Odoo CRM

Top Industries

  • Information Technology and Services
  • Computer Software
  • Retail

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Odoo CRM to Increase sales & revenue and Enhance customer relationships

Peer and Expert Opinion on Features

for Odoo CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.10/5 ★

Read Reviews (56)
Dashboard

4.04/5 ★

Read Reviews (36)
Recording

3.93/5 ★

Read Reviews (29)
Templates

3.32/5 ★

Read Reviews (22)
Widgets

3.21/5 ★

Read Reviews (21)
FEATURES RATINGS AND REVIEWS
Personalization

4.10/5 ★

Read Reviews (56)
Dashboard

4.04/5 ★

Read Reviews (36)
Recording

3.93/5 ★

Read Reviews (29)
Templates

3.32/5 ★

Read Reviews (22)
Widgets

3.21/5 ★

Read Reviews (21)

IT and Other Capabilities

for Odoo CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.11/5 ★

Read Reviews (151)
Data Import

3.79/5 ★

Read Reviews (280)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.11/5 ★

Read Reviews (151)
Data Import

3.79/5 ★

Read Reviews (280)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.65/5 ★

Read Reviews (42)
Chat Support

4.49/5 ★

Read Reviews (50)
Email Support

3.92/5 ★

Read Reviews (26)
24/7 Support

3.74/5 ★

Read Reviews (371)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.65/5 ★

Read Reviews (42)
Chat Support

4.49/5 ★

Read Reviews (50)
Email Support

3.92/5 ★

Read Reviews (26)
24/7 Support

3.74/5 ★

Read Reviews (371)
CAPABILITIES (OTHER) 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 (OTHER) 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)

Software Failure Risk Guidance

?

for Odoo CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Odoo CRM

Vendor Profile Details

Company Name

Odoo

Company Website

https://www.odoo.com/

Year Founded

2005

HQ Location

Rue des Bourlottes, 9 1367 Grand-Rosière

Employees

251-500

Social

Financials

SERIES B