Tech | Visa | Scholarship/School | Info Place

Pricing, alternatives, pros and cons

Odoo CRM Overview

Our star rating: 4.08/5

Price: Free for one app; starts at $31.10 per user per month, billed annually

Main features:

  • Intelligent automated operation.
  • Lead scoring and segmentation.
  • Lead generation from social media platforms.
  • Self-service customer portal.
  • VOIP integration.
  • Dynamic dashboards and reports.

Audu logo.
Image: Odoo

Odoo CRM is an open source customer relationship management platform with powerful lead scoring and tracking, sales forecasting, and activity tracking tools. The cloud or self-hosted version of Odoo CRM is free and ideal for multi-location organizations that need a cost-effective solution without the need for on-premises installations.

While Odoo CRM is free, a paid subscription unlocks features like accounting and sales. Additionally, it is unique to other Odoo applications, which may be limiting for companies that already have a system.

Odoo Pricing

Odoo CRM is free if you only use the Odoo CRM application standalone. Additional applications will be billed automatically. You can try any app for free for 15 days, then you need to upgrade to a paid plan.

Odoo has two paid plans, billed monthly or annually:

  • standard: $31.10 per user per month, billed annually; or $38.90 per user per month; unlimited applications in the cloud (self-hosted).
  • custom: $46.70 per user per month, billed annually; or $58.40 per user per month; unlimited apps in the cloud and on-premises.

The main difference between paid plans is the ability to host Odoo on your premises and build custom modules under custom plans.

For the first year of subscription, Odoo offers the following price discounts:

  • standard: $24.90 per user per month, billed annually; or $31.10 per user per month.
  • custom: $37.40 per user per month, billed annually; or $46.80 per user per month.

See: Read our in-depth Odoo review to learn more about its platform and pricing.

Key Features of Odoo CRM

Intelligent automation

Organizations can set up intelligent automation actions in their dashboards to enable triggers based on specific conditions. Routine tasks can be automated (Figure A), such as updating a lead’s status or sending a follow-up email.

How to set up smart automation in pipeline in Odoo CRM dashboard.
Figure A: Setting up automation rules in the pipeline. Source: Odoo

Predictive lead scoring and segmentation

Odoo CRM allows organizations to assign leads based on conversion probability. Predictive lead scoring is based on historical data from open leads or opportunities, but can be customized in settings (Picture B) based on call and email quality. This doesn’t exist in most open source CRM platforms I’ve reviewed.

Odoo CRM feature has predictive lead scoring set up in the main dashboard.
Figure B: Predictive lead scoring setup based on pipeline stage, call and email quality. Source: Odoo

Generate leads from social media

Odoo CRM allows adding social media accounts as streams in the user’s main dashboard. Once your flow is added, social posts can be seen on the platform, and clicking on a comment on any social post can create a lead (Figure C). This feature is part of the Odoo CRM free plan and is considered a premium feature (paid add-on) along with other top CRM platforms.

Odoo CRM feature creates leads through comments on social media.
Figure C: Lead generation through comments on social media posts. Source: Odoo

See: Learn what social CRM is and why you should care about it.

Self-service customer portal

Odoo CRM provides a customer portal where customers can access relevant data and communicate with the organization. Companies can also require signatures (Figure D) and documentation from the platform. This functionality is not always present in other CRM applications.

Screenshot of customer signature request within Odoo CRM customer portal.
Figure D: Customer’s signature request within the Odoo CRM customer portal. Source: Odoo

Odoo CRM Advantages

Intuitive user interface

I signed up for a free plan to explore and test the interface and functionality of Odoo CRM. I found its dashboard intuitive and easy to navigate between features. As you click on each contact, its pipeline management view provides an easy-to-understand view with in-depth sections. User reviews on third-party sites echo the same sentiment.

Powerful lead and pipeline management capabilities

Odoo CRM allows users to identify potential customers who are ready for sales. In the pipeline view, users can also instantly view customer details and activity.

Rich community resources and tutorials

Odoo CRM has a wealth of community resources available. Odoo provides documentation and has an active user community in its forums. There are tons of tutorials online for this software.

Odoo CRM Disadvantages

Free plan is limited to one app

While Odoo CRM is technically free, you can only use one application under the free plan. If you need additional features like accounting, sales automation, and project management, you’ll need a paid plan.

Integration is unique to Odoo applications

Odoo CRM is limited to other Odoo applications for integration. While Odoo applications are extensive (72 as of this writing), they’re nothing compared to other CRM software, which has hundreds of third-party integrations available.

Steep learning curve and poor support

As an open source CRM, Odoo CRM is expected to have a slight learning curve. However, real user feedback from third-party sites mentions challenges with initial configuration and a lack of helpful support from the customer support team, even when taking advantage of the Success Pack (custom paid pack) and Premium Support plans.

Alternatives to Odoo CRM

While Odoo CRM allows unlimited customization, it may not be suitable for organizations that lack the expertise to configure individual features. Additionally, Odoo CRM can only be integrated with other Odoo applications, which may be limiting.

Therefore, there are other top CRM software for small businesses, such as Freshsales, as well as those that offer great features in free limited versions, such as HubSpot CRM. SuiteCRM is our preferred open source CRM software and a great choice.

software Otto customer relationship management fresh sale Customer Relationship Management Center Suite CRM
Predictive lead scoring and segmentation Yes Yes No Yes, but as an add-on
Workflow automation Yes Yes, paid tier only Yes Yes
AI-powered features Yes Yes Yes No
Mobile friendly Yes Yes Yes Yes
free tier Yes Yes Yes Yes
Starting price* $8.95 per user per month $9 per user per month $20 per user per month £100 ($126.45) per month

*Pricing is based on annual billed subscription.

fresh sale

Fresh sale sign.
Image: Freshsales

Freshsales enables businesses to collaborate seamlessly between sales, marketing, and support departments. Its biggest advantage is its AI-powered tools that allow businesses to create custom pipelines. For example, its Freddy AI tool runs campaigns that can generate, qualify, segment and track incoming leads.

See: For full details, check out our independent review of Freshsales.

HubSpot Customer Relationship Management

HubSpot logo.
Image: HubSpot

Although HubSpot CRM is not open source, it offers free, powerful tools and developer-friendly integrations for up to 2,500 users. Its custom pipeline and activity tracking provide room for expansion to meet any company’s sales and account management needs. But please note that the customization capabilities are limited compared to Odoo CRM.

See: Read our full review of HubSpot CRM for a complete breakdown of their products.

Suite CRM

SuiteCRM logo.
Image: SuiteCRM

Similar to Odoo CRM, SuiteCRM’s all-in-one open source platform supports customizable features such as case management and workflow. However, unlike Odoo CRM, which only allows cloud or self-hosted options in the free plan unless you upgrade to the paid tier, SuiteCRM offers downloadable and cloud-hosted options.

See: For more information, check out SuiteCRM’s full review.

review method

To evaluate the software, I signed up for the free plan, consulted online resources, considered real user feedback and watched online video tutorials. I also quantitatively rated Odoo CRM compared to other CRM software using our internal scoring rubric. Our evaluation criteria evaluate key features of the best CRM software for your business, such as cost, core functionality, customization, integrations, ease of use, and customer support.

Here is the breakdown of Odoo CRM scoring criteria:

  • cost: Accounts for 25% of the total score.
  • Core features: Accounts for 25% of the total score.
  • Advanced products: Accounts for 20% of the total score.
  • Customer Support: Weighting accounts for 10% of the total score.
  • Technical features: Weighting accounts for 10% of the total score.
  • Reporting and Analysis: Weighting accounts for 10% of the total score.

#Pricing #alternatives #pros #cons

Leave a Reply

Your email address will not be published. Required fields are marked *

Index