Odoo CRM vs Zoho CRM
Odoo CRM enables the salespeople to optimize their daily schedules and prioritize tasks to make sure that customers are not ignored and contacted on time. In fact, CRM allows the salespeople to spend more time with customers, which leads to more deals closed and build a stronger customer base. There are a lot of CRM applications available in the market, some having unique features but at the same time lack other needed functionality to grow the business.
Let’s compare Odoo CRM and Zoho CRM.
Odoo’s open suite provides CRM, which is flexible in operation and easy to understand the workflow for the users. The interface itself is much easier to understand and use. The overview of Odoo CRM provides the pipeline analysis of the opportunities. From the dashboard itself, the user can get the status of the current scenario. One is able to analyze details like opportunities and their status, priority, activity schedule and their status, customer, estimated revenue, and the salesperson responsible, etc. Also, analysis can be made possible through different views available like kanban view, list view, dashboard view, graph view, cohort view, a map view, pivot view, activity view, etc. Using pivot view and the filter, group by options hundreds of reports can be generated in Odoo.
Activity types can be created, schedule, recommend next activities, triggering another activity on the closing of current activity is also possible in Odoo CRM. The complete workflow can be achieved in Odoo CRM, which is creating the lead, converting them to opportunity and making quotations from the opportunity itself, creating sale order, invoice, and register payment. Leads can be generated from the website visit, lead scoring and nurturing are also available in Odoo.
When we came to Zoho CRM, even though there are dozens of CRM options are there still it comes with limitations. From the interface, Zoho CRM looks clumsy and the user has to take too many steps to perform a simple task. It takes a lot of time for the user to its navigation. Instead of opportunity, Zoho uses the term ‘Deals’. Converting a lead to a deal and creating quotes, sales order, and invoice takes too many steps when compared to Odoo. Zoho provides only three views: tabular view, list view, and canvass view. Also, the forms are not optimized for communication and limited customer support is available on Zoho CRM. Lead generation from a website visitors, lead scoring, and nurturing is not possible in Zoho CRM.
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