Odoo CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

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Odoo CRM | Track leads, close opportunities and get accurate forecasts.

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

"...It's less suited for a big company already using an ERP with lots of workflows and integration...." Peer review by David MacDonald, IT Manager, AddEnergie

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.

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.

Comprehensive Insights on Odoo CRM Use Cases

How can Odoo CRM enhance your Sales Document Management process?

Odoo CRM streamlines sales document management, eliminating the need for multiple applications. This simplifies processes by integrating quotes, orders, invoices, and contracts into one system. However, Odoo CRM requires users to generate a quotation before creating an invoice.

"...From wikipedia: Quote:Odoo is an all-in-one business software including CRM, website/e-commerce, billing, accounting, manufacturing, warehouse - and project management, and inventory ..." Your thought on Odoo or similar software

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Why is Odoo CRM the best choice for Helpdesk Management?

What makes Odoo CRM ideal for Workflow Management?

Odoo CRM offers workflow management capabilities that allow users to customize the flow of work. Users can create, adapt, and control workflows for tasks like marketing campaigns, order fulfillment, and sales processes. Odoo CRM is well-suited for smaller companies with simpler workflows, but may require significant customization for larger businesses with complex processes.

"...Workflows can be created with customized visual interfaces to help set your leads on the right path based on their actions. ..." Achieve the Ultimate Growth and see Fast Results with Odoo s Marketing Automation

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How does Odoo CRM address your Onboarding Challenges?

Odoo provides training and onboarding capabilities for users and developers. The platform offers a variety of training materials, including documentation, online courses, and in-person workshops. Odoo also allows users to customize the software to meet their specific needs by developing new modules. However, a limitation of Odoo is that finding comprehensive training materials and qualified instructors can be difficult in some regions.

"...The learning curve is short we were able to train SMEs and onboard functionality quickly...." Peer review by Verified Reviewer

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Why is Odoo CRM the best choice for Communication Management?

62+ more Business Use Cases

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.

Video

What is Odoo in two minutes

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 .