Customer Relationship Management (CRM) is a vital aspect of business growth. Companies should be equipped with efficient and reliable CRM platforms to manage clients effectively.
Odoo and Zoho are two different widely-used CRMs across the globe. Zoho CRM is an operating system for businesses, whereas Odoo is an all-in-one business tool with several modules.
Odoo operates as a comprehensive business management software that covers every aspect of your business. Zoho CRM on the other hand can be only utilised for CRM operations, sales, accounting and project management. It is not possible for the Zoho software to perform any specific tasks for small businesses, whereas Odoo is capable of handling a range of business sizes and can be customized according to specific needs.
It is fair to say they are both highly popular and highly preferred platforms in their respective segments. They have so many similarities in their functioning that they even seem to overlap. In other words, choosing between the two can be a bit confusing for organizations.
In this blog, we will be doing a Zoho Vs Odoo CRM comparison to help you understand their differences and similarities. Without digging deep into the technical aspects, we have considered the key components that should help you to determine which platform suits you best.
With Odoo CRM, you can manage leads, score leads, de-duplicate leads, and generate sales quotes. Lead scoring and sales quotes are not supported by Zoho.
Odoo and Zoho both support email integration, contact forms, and mass import, but Website Call-to-Action is only available in Odoo.
Managing relationships becomes easier with Odoo, which supports managing companies, contacts, photos in contacts, and multiple contacts per company. x
Currently, Zoho does not support photos in contact and multiple companies per contact.
When it comes to lead generation and lead nurturing, Odoo is the best automation option. Mass mailing, web-to-lead capture, lead tracking, events, surveys, and blogs are all supported by Odoo.
Zoho CRM on the other hand does not support features like lead tracking, events and blogs.
Managing sales is made much easier and more efficient with Odoo.
It supports all features related to sales quotations, price lists, quotation templates, eSignatures, online payments, and inline negotiations. Zoho CRM only supports quotations and inline negotiation.
Another strong feature of Odoo is the sales pipeline. There are features in Odoo that support opportunity management, pipeline management, pipeline closing dates, scripts, and automated follow-ups. There are no features for managing in-pipelines, scripts, next actions, or pipelines by the expected closing date in Zoho.
Odoo is also capable of managing sale orders, invoicing, customer portals, shipper integration, and subscriptions. Invoicing and sales orders are the only features that Zoho supports.
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With Zoho CRM, you can learn about your customers from multiple analytical tools. All aspects of your sales cycle are tracked by its analytics engine, from leads to deals, to tasks to emails. Adaptable reports can be tailored to fit the needs of a specific client or stakeholder. It allows you to use different types of charts to understand data visually and quickly. You can compare actual values to predicted values, compute or compare performance indicators across groups or segments with Zoho CRM.
Odoo CRM lets you know which campaigns are successful based on the lead sources. The pipeline view enables you to organize your data using filters, groupings, and other features to analyze your prospects. You can use a predefined dashboard or customize it to obtain the insights you need. It is also possible for Odoo to display the KPIs of your team as well as detect trends. Using the tool, you can assess any customer’s activity history for better profile building.
Zoho can effortlessly sync your CRM with its other products or existing solutions such as G Suite, Office 365, and other third-party applications. You can customize its functionality with a wide variety of tools available for integration.
Odoo can be integrated with various other Odoo applications like sales, marketing, and inventory. Additionally, it is scalable and compatible with other tools like Google Docs, community-built applications, and open APIs.
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In terms of ratings and recommendations, Zoho CRM is an affordable, powerful CRM solution. You can customize your CRM solution with low-code and widgets to deploy on the web and on mobile devices. A 15-day free trial is offered with the software.
There are several CRM options available with Odoo. You can start with what you need, and add applications as you grow. There are two options: the enterprise edition, which offers a comprehensive set of features, or the community edition, which is free of cost. Odoo also comes with a free 15-day trial.
Pragmatic Techsoft is one of the best Odoo product and service providers committed to serving its investors. We have helped our clients with customized Odoo ERP systems to achieve their specific business goals right from the earlier versions of Odoo.
Our cost-efficient software solutions have propelled the business capabilities of numerous SMEs and large organizations across 50+ countries for over a decade. With a vast range of custom modules to accommodate different business functions, you can optimize operations to their fullest potential. You can automate routine tasks and focus more on the things that need your immediate attention.
For any queries regarding Odoo ERP products, you can leave a comment below or contact us here or sales@pragtech.co.in
July 25, 2024
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