Summary/Overview
Industrialists and businesses are focusing greatly on improving their statistical image in front of other people or their own customers. However, it is getting very difficult for the companies and firms to establish good and effective strategies and tactics based on the upliftment of its competitors. Managing a business has always been a serious issue among all the corporations. Also, many implementations are essential and needed to be made to sustain in the current competitive scenario for any business to be managed efficiently. Though there's an effective solution for that issue. Odoo CRM can help us with its CRM technology that is widely used nowadays by almost any business owner. Also, traditional CRMs do not offer much within their interface due to reliability issues and much like that. On the other hand, Odoo provides its users with an effective interface to work on. It also bundles out several features that are the basic amenities of any business to run.
Main Introduction
Odoo is an open source, completely integrated business management system. Odoo combines various corporate applications into one software package, including CRM, selling, project planning, production, inventory control, finance, HR management, marketing initiatives, and customer support capabilities.
Odoo works for both small and large businesses. Our goal is to offer a variety of user-friendly business applications that come as a whole toolkit to support any business need. We provide millions of businesses with simple access to the tools they require to operate and grow their operations. We at Odoo have created 30 key applications, all of which receive frequent updates. Furthermore, our community of over 1500 active members has added another 16000+ apps to address a wide range of business needs. Odoo is the most widely used business software program thanks to its On-premise option. Over 5.000.000 users utilise it globally, ranging from small businesses with one user to massive corporations with 300,000 or even more users.
Odoo does distinguish itself in some ways from some of the other Crm systems in its class. A streamlined and welcoming user experience has been created to guarantee user uptake. Even the needs of the most complex businesses are met by fluidity and complete integration. Since Odoo is so flexible, you can add apps as your business expands, one at a time, as your requirements change and your clientele expands. Odoo is actively updated by a broad pool of developers as a result of the open source software community in order to address changing client needs and offer fresh, cutting-edge applications.
Company Services/Facilities
- Obtain precise forecasts
Make smarter judgments using data that can be put to use. Get the information you require to make more informed decisions. Create unique dashboards to obtain a quick overview of your business. Flowcharts and real-time reports that anyone can make and share can help you explore more.
- Make more progress in less time.
If excellent tools are readily available, it follows that happy individuals will be the result. Plan out your calls, meetings, mailings, and quotes according to the sales scripts. Get all the details you require about the opportunity, including website pages visited and correspondence received.
- Instantaneous glimpse
Users can quickly review their actions and upcoming plans. Clearly understand your performance in relation to your monthly goals. Based on your planned future steps, arrange your work.
- Maintain contact with your clients
Real-time messaging is available to Odoo users, which will improve collaboration. Get a brief rundown of the situation on your team. View the call or quote logs of your coworkers. Real-time idea and file sharing allows you to catch up on what you missed while you were away.
- Integration of Odoo Apps
Sales - Create invoices from sales and purchase orders with a single click and follow them through payment.
Sign - Automate the process of signing your contracts.
Invoicing - With only one click, convert quotes into elegant invoices.
Email Advertising - Send the appropriate message to your prospects, clients, and customers.
- Stop using time clocks.
Get precise planning based on production times that were actually observed and recorded on the workcenter settings menu.
- Instantaneous Communication
During operations, display worksheets, show workers notifications regarding quality or modifications, etc.
- Characteristics integrated and shop floor automated systems
To improve platform use, MRP, Standard, Service, and PLM are thoroughly integrated into the system. Utilize the API for automated processes to collect data from your devices in real-time.
- mprove the level of your inventory.
Accurate fulfilment prepositions are used to control inventories. To automate procurement, use the master production schedule, minimum stock rules, or make-to-order rules. Allow the scheduler to perform all computations. Utilize lead times, routes, and limits to maximise inventory levels and prevent shortages.
- Amazing analytics and KPIs
Users have access to all the information you require.
Control your output by keeping an eye on the 6 major TPM losses through legitimate Equipment Effectiveness Efficiency (OEE) statistics. Monitor KPIs for maintenance such as MTTR and MTBF. Adaptive dashboards can be made to track progress in real time. You may make better business decisions by using dynamic reports on costing, transparency, performance evaluation, OEE, and other topics.
Pros and Cons
Here are some pros of Odoo CRM:
- Odoo introduces a system that makes proficient software users pay for support.
- They incorporate data or product information from the inventory to the online store.
- The platform records employee data as well as organisational hierarchy.
- To a typical visitor, the sense of community support is fantastic.
Here are some cons of Odoo CRM:
- The user interface needs to be greatly improved.
- There is absolutely NO Way to link between a sales order, the out/fulfillment, and the invoice. It lags even NetSuite by LIGHTYEARS.
- Generally speaking, the entire Odoo method lacks straightforward logic, which would make it easier for users to pick up and use the system.
- Their execution partners are a waste of money because they either don't understand how the process works or spend far too much time trying to fix it.
Conclusion
Considering the fact that the platform, Odoo CRM, provides all the basic amenities for a business owner and some more extra features that might be needed further to an experienced business, this CRM has many flaws binded with itself. Its integration with several useful companies and Odoo apps seems to lack its flexibility and utility when it comes to real life use cases. Many have faced interface related issues. But the price justifies its existence in the oversized corporate world. Many might work with a tight budget. So, if the budget is a bit lower, Odoo can help out with basically most of work in a business, hence there would be minimal complains.