Odoo provides highly structured software having a firm technical base along with sturdy functionality. Odoo is a complete package of ERP solutions integrated with vital features that allows automation for all the core business functions. It is available in two editions: Odoo Community and Odoo Enterprise. Odoo community is open source and free of cost but with limited features. However, it provides the user with attractive facilities with which one can reap the benefits as per your business requirement.
Video Contents:
00:00 Introduction
03:06 Odoo Dashboard
04:37 Zoho CRM Dashboard
05:30 Odoo CRM Pipeline Overview
08:21 Lead Creation in Odoo CRM
10:19 Lead Creation in Zoho CRM
12:04 Lead Conversion in Odoo CRM
15:09 Lead Conversion in Zoho CRM
20:23 Create a Customer in Odoo and Zoho CRM
Compare Odoo vs Zoho CRM:
Zoho is a business application suite offering more than 30 apps to manage your company. Only available on the cloud, the apps are fully integrated and mobile-friendly. Zoho CRM exists in 4 versions: Standard, Professional, Enterprise, and CRM Plus.
CRM is an approach to manage a company’s interaction with its current and potential customers. Odoo 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, 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 navigate. 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 canvas view. Also, the forms are not optimized for communication and limited customer support is available on Zoho CRM. Lead generation from website visitors, lead scoring, and nurturing is not possible in Zoho CRM.
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