Odoo CRM’s quick detailsOur star score: 4.08/5 Pricing: Free for one app; begins at $31.10 per person per 30 days billed yearly Key options:
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Odoo CRM is an open-source buyer relationship administration platform with sturdy instruments for lead scoring and monitoring, gross sales forecasting and exercise monitoring. Odoo CRM’s cloud or self-hosted model is free, making it ideally suited for multi-location organizations that want an economical answer with out native set up.
Whereas Odoo CRM is free, paid subscriptions unlock functionalities, resembling accounting and gross sales. Plus, it’s unique to different Odoo apps, which will be limiting for corporations that have already got methods in place.
Odoo pricing
Odoo CRM is free for those who solely use its app alone. A further app will robotically be a paid premium. You may attempt any app at no cost for 15 days earlier than needing to improve to a paid plan.
Odoo has two paid plans, billable month-to-month or yearly:
- Normal: $31.10 per person, per 30 days, billed yearly; or $38.90 per person, per 30 days; limitless apps within the cloud (self-hosted).
- Customized: $46.70 per person, per 30 days, billed yearly; or $58.40 per person, per 30 days; limitless apps within the cloud and on-premises.
The principle distinction between the paid plans is the power to host Odoo in your premises and construct customized modules below the Customized plan.
For the primary yr of subscription, Odoo presents a reduction with the next costs:
- Normal: 24.90 per person, per 30 days, billed yearly; or $31.10 per person, per 30 days.
- Customized: $37.40 per person, per 30 days, billed yearly; or $46.80 per person, per 30 days.
SEE: Learn our in-depth Odoo overview to be taught extra about its platform and pricing.
Key options of Odoo CRM
Sensible automation
Organizations can arrange sensible automated actions of their dashboards to allow triggers based mostly on particular circumstances. Routine duties will be automated (Determine A), resembling updating the standing of leads or sending follow-up emails.
Predictive lead scoring and segmentation
Odoo CRM lets organizations assign leads based mostly on the chance of a conversion. Predictive lead scoring is predicated on historic knowledge from open leads or alternatives however will be personalized within the settings (Determine B) based mostly on telephone and e-mail high quality. This isn’t current in most open-source CRM platforms I’ve reviewed.
Lead era from social media
Odoo CRM permits the addition of social media accounts as streams in a person’s primary dashboard. As soon as a stream is added, social posts will be seen on the platform, and clicking on a touch upon any social submit will be created as a lead (Determine C). This characteristic is a part of the free plan of Odoo CRM, which is taken into account a premium characteristic (paid add-on) with different high CRM platforms.
SEE: Know what a social CRM is and why it ought to be in your radar.
Self-service buyer portal
Odoo CRM supplies a buyer portal the place clients can entry related knowledge and talk with the group. Corporations may also request signatures (Determine D) and paperwork from the platform. This characteristic isn’t all the time current in different CRM purposes.
Odoo CRM Professionals
Intuitive person interface
I signed up for a free plan to discover and take a look at Odoo CRM’s interface and options. I discovered its dashboard intuitive, and it was straightforward to navigate between options. Its pipeline administration view supplies an easy-to-digest view with an in-depth part once you click on on every contact. Person critiques on third-party web sites have shared the identical sentiment.
Strong lead and pipeline administration options
Odoo CRM permits customers to establish leads which are primed for gross sales. Within the pipeline view, customers may also see buyer particulars and actions immediately.
Intensive neighborhood sources and tutorials
There’s a wealth of neighborhood sources accessible for Odoo CRM. Odoo supplies its documentation and has an energetic neighborhood of customers in its discussion board. Loads of tutorials in regards to the software program can be found on-line.
Odoo CRM Cons
Free plan restricted to at least one app
Whereas Odoo CRM is technically free, you might be solely allowed to make use of one app below a free plan. In the event you want further options resembling accounting, gross sales automation and mission administration, you would want a paid plan.
Integrations are unique to Odoo apps
Odoo CRM is restricted to different Odoo apps for integrations. Whereas Odoo apps are intensive (72 apps as of this writing), they’re nothing in comparison with different CRM software program, which have tons of of third-party integrations accessible.
Steep studying curve and poor assist
As an open-source CRM, Odoo CRM is anticipated to have a slight studying curve. Nonetheless, real-world person suggestions from third-party websites mentions challenges with preliminary configuration and the dearth of useful assist from its buyer assist workforce, even with availing of the Success Packs (customization paid packages) and premium assist plans.
Alternate options to Odoo CRM
Whereas Odoo CRM permits for limitless customization, it is probably not appropriate for organizations that lack the know-how to configure particular person options. Moreover, Odoo CRM can solely be built-in with different Odoo purposes, which will be limiting.
As such, there are different high CRM software program for small companies like Freshsales and people who provide free restricted variations of its sturdy options, resembling HubSpot CRM. SuiteCRM, our high choose for open-source CRM software program, can be a very good different.
Software program | Odoo CRM | Freshsales | Hubspot CRM | SuiteCRM |
---|---|---|---|---|
Predictive lead scoring and segmentation | Sure | Sure | No | Sure, however as an add-on |
Workflow automations | Sure | Sure, paid tiers solely | Sure | Sure |
AI-powered options | Sure | Sure | Sure | No |
Cellular-friendly | Sure | Sure | Sure | Sure |
Free tier | Sure | Sure | Sure | Sure |
Beginning worth* | $8.95 per person per 30 days | $9 per person per 30 days | $20 per person per 30 days | £100 ($126.45) per 30 days |
* Pricing is predicated on annual billing subscriptions.
Freshsales
Freshsales permits companies to collaborate seamlessly between gross sales, advertising and marketing and assist departments. Its greatest energy is its AI-powered instruments, which let companies create customized pipelines. For instance, its Freddy AI device runs campaigns that generate, qualify, phase and observe incoming leads.
SEE: For a full breakdown, try our impartial overview of Freshsales.
HubSpot CRM
Whereas HubSpot CRM isn’t open-source, it supplies free, sturdy instruments and developer-friendly integrations for as much as 2,500 customers. Its customized pipelines and exercise monitoring present room for scaling to suit any firm’s gross sales and buyer administration wants. Nonetheless, observe that there’s restricted customization in comparison with Odoo CRM.
SEE: Learn our full overview of HubSpot CRM for a full breakdown of its choices.
SuiteCRM
Just like Odoo CRM, SuiteCRM’s all-in-one open-source platform helps customizable options resembling case administration and workflows. Nonetheless, in contrast to Odoo CRM, which solely permits cloud or self-hosting choices on the free plan except you improve to the paid tier, SuiteCRM presents each downloadable and cloud-hosted choices.
SEE: For extra info, try this whole overview of SuiteCRM.
Evaluate methodology
To guage the software program, I signed up for a free plan, referred to on-line sources, thought-about actual person suggestions and watched on-line video tutorials. I additionally utilized our in-house rubric to give you a quantitative rating on how Odoo CRM compares to different CRM software program. Our rubric evaluates key options of the perfect CRM software program for companies, resembling price, core options, customizations, integrations, ease of use and buyer assist.
The next is the breakdown of the standards used to attain Odoo CRM:
- Price: Weighted 25% of the overall rating.
- Core options: Weighted 25% of the overall rating.
- Superior choices: Weighted 20% of the overall rating.
- Buyer assist: Weighted 10% of the overall rating.
- Know-how options: Weighted 10% of the overall rating.
- Reporting and analytics: Weighted 10% of the overall rating.