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By: Anju A.P

Odoo vs Zoho CRM

Functional

Today there is a strong appeal for a powerful, dynamic, and financially savvy business application as many enterprises are in the model of cutting edge business. Thus to survive in the competitive edge against the competition, the business calls for the need for a modern and fully developed business tool. ERP software has become a key necessity for the business so as to keep everything in control and fully optimize the assets. ERP Software, particularly CRM Software has become an absolute necessity for any growing or developing business.

If the choice of your CRM software goes right, it is highly expected to bloom the life span of your business via improving the adequacy of its effect on day to day activities. Via boosting the efficiency of the business group in a scalar manner, the CRM software is expected to take the business to much greater heights.

The software totally erased the early distress of dealing with your client database through many spreadsheets, jumping from one record or framework to the next to discover lead or client information, or navigating among sales openings by checking scribbles or post-it notes, etc.

When the CRM software got invented, it initially intended to assist business organizations with building and maintaining relationships with new and existing clients. From that point forward, CRM software gradually evolved to a robust and advanced tool managing everything from sales, marketing, accounting, point-of-sale transactions, needless to say, managing every sort of operational information from one single point.

A right CRM software in spite of the business size and complexity, help you stay competitive via assisting you in the following activities:
    1. Efficiently tracking customer interactions.
    2. Organizing and bringing in control the sales and marketing efforts.
    3. Maintaining a healthy relationship with existing customers.
    4. Improving the sales of products and services.
    5. Improving communication between sales and marketing teams.
    6. Discovering new clients and retaining potential ones.

However, picking the right CRM for your business isn't simple. Any business, huge or little, can experience issues finding the right CRM application that fits the intricate and novel needs of its business group. Regardless of whether it's a SaaS application or an on-premise application, implementing a CRM software at your business end requires a lot of thought weighing many independent factors, such as advantages and limitations of the application.

The trouble lies not only from making a choice from a wide variety of choices available in the market, however additionally about the customization and integration possibilities, deployment choices, software scalability, and business esteem, before you choose. If you think this is all you need to address while selecting your CRM application, you are very much wrong, there is another significant thing that you need to address – your very own business needs!

In fact, addressing your actual business requirement is more important than any of the listed above. Thus chart your business requirements first, then decide whether you need every function your chosen CRM solution offers, also your purchasing budget.

Sounding heavy?
Fear not, we give you simple hacks to choose the best CRM application for your business. Here we go with the checklists to choose the right and best-fitting CRM software for your business.

One commonly found client mistake is rather investing time in actual business need, client invests more in evaluating vendors and trying different functionalities the software proclaims. However, this a wrong step to start with. Before choosing any application -be it a CRM Software, or HR software, firstly define your business needs. Then only you will be able to match the vendor specifics or software specifics.


    > Ask yourself the following questions while assessing CRM software for your infrastructure:
    > What are the deficiencies in your current system?
    > Which operational processes and workflows are to be added to make it complete?
    > Who are the users of the application? How many users?
    > Which all integrations are required with the CRM?
    > What is the budget plan of yours?


Apart from the above, also take into account the following considerations:


    > Decide on CRM deployment: Cloud vs. On-premise
    > Know what features and functionality you need
   Make sure the system integrates with other applications
    > Choose an industry-specific vendor
    > Check whether customization and training are available
    Make sure the system has GDPR features

All of the above got high significance when it comes to the selection and decision making of the right CRM software for your business end. For instance, choosing Cloud vs On-premise application is thoughtful as both come with their own individual merits and demerits. Via adopting a cloud ERP solution you are freed from setting any IT infrastructure or relying on technical expertise to get the work done. You can simply log into the cloud-based CRM and there you’re ready to go. Every data gets stored on the vendor’s server. However, cloud applications come with their own demerit as your business needs to be online all the time. Any issues with the internet, your work gets halted.

Coming to On-premise, here you are freed of subscription charges, however, you need to invest in setting IT infrastructure and IT personnel to get things fixed. Therefore, precisely analyze your CRM requirements come up with the choice of deploying your application- on-premise or on the cloud.

Thus no matter how sized is your business or how in a hurry you are, in search of your CRM software. Always keep in priority the above-said elements to make a wise and feasible business choice. Map out your needs, fit your budget, choose the right vendor and get the CRM software tailored to your business.

Same with the case of integration, customization, and training with the application. No software is complete, therefore it demands a fair need of customizing the application or integrating with other systems so as to match with the business’s workflow and operational processes. Also for making the application user-friendly and adaptive, sufficient training has to be provided to the user. The user-level training will help the users to discover the full potential of the application and make the best use of it. Selecting an open-source CRM solution has its own benefits of growing tangible with business expansion. It helps you in incorporating those features that you initially turned down thinking unnecessary. Moreover, you aren’t tied with the technology or the vendor to assimilate the changes.

With this note, we bring you to the comparison between Zoho CRM and Odoo Online. When it comes to CRM application, Odoo and Zoho equally stand stall in terms of its functionalities and extensibility. Being an open-source solution, both Odoo and Zoho offers high integration and customization possibilities to the customers. However, being two different applications it is quite common to have varied strengths and downsides of each. We bring you a detailed comparison of Odoo Online and Zoho CRM enabling you to choose the wiser one.
The open-source CRM solutions always provide you with that flexibility and freedom to choose, that a closed solution will never provide. With open-source CRM, you can add advanced functionality to your system any time in the future.

Continue reading if you are keen to know which outweighs the other.


If we go back to history, Zoho got established in 1996, the organization changed its name from AdventNet in 2009 and started concentrating on SaaS administrations. Just accessible on the cloud, the application is versatile and offers almost 30 apps to manage businesses. Zoho CRM exists in 4 versions: Standard, Professional, Enterprise, and CRM Plus. This article takes the Zoho Professional version for the comparison.

Coming to Odoo, the ERP doesn’t need much introduction to the audience. The application is already prominent under the category of all-in-one business tool, however, each module of Odoo in specific is highly sophisticated, intuitive and powerful to manage the specific business function. With each version release, the application is getting much stronger and intrinsically adaptive. The strength of Odoo is 30 core modules and 20K+ customized plugins. Thanks to the large community of Odoo developers who are constantly improving and expanding the velocity of Odoo.

Today Odoo stands stall in the open-source ERP market, giving much distress to its competitors like SAP and Microsoft Dynamics. The software with no difference in business size, type, and complexity, is widely and intrinsically adopted across business domains.Odoo ERP is available in three versions- Enterprise, Community and Odoo Online. The cloud-based Online Edition of Odoo is smart enough to solve any SME needs.

With no further stretch, let’s get to the feature comparison of Zoho CRM and Odoo Online.

To compare Zoho CRM (Professional version), here I am selecting the cloud-hosted version, Odoo Online. One of the significant aspects of Odoo online is –it is completely customizable.

Feature Comparison: Zoho CRM vs Odoo Online


CRM

Leads ManagementZoho CRMOdoo Online
Leads ManagementYesYes
Leads ScoringNoYes
DeduplicationYesYes
Sales QuotasNoYes


Leads AcquisitionZoho CRMOdoo Online
Emails IntegrationYesYes
Contact FormsYesYes
Website Call-To-ActionNoYes
Mass ImportYesYes


Sales PipelineZoho CRMOdoo Online
Opportunities ManagementYesYes
In-Pipeline ManagementNoYes
Pipeline by Expected Closing DatesNoYes
Log CallsYesYes
Scripts/Automated Next ActionsNoYes


RelationshipsZoho CRMOdoo Online
CompaniesYesYes
ContactsYesYes
Photos in ContactsNoYes
Multiple Contacts per CompanyYesYes
Multiple Companies per ContactNoNo

Sales
QuotationsZoho CRMOdoo Online
QuotationsYesYes
PricelistsNoYes
eSignatureNoYes
Online PaymentNoYes
Inline NegotiationYesYes
Multiple UoMNoYes

Sales OrderZoho CRMOdoo Online
Sales OrdersYesYes
InvoicingYesYes
Customer PortalNoYes
Shipper Integration(Cost+ Tracking)NoYes
Subscriptions ManagementNoYes


Marketing

Leads GenerationZoho CRMOdoo Online
Mass MailingYesYes
Web To Leads CaptureNoYes
Leads Tracking(Visited Pages)NoYes
Leads NurturingNoYes
EventsNoYes
SurveysYesYes
BlogsNoYes


Reporting

ReportsZoho CRMOdoo Online
Activities AnalysisYesYes
Pipeline AnalysisNoYes
Sales AnalysisNoYes
Invoice AnalysisNoYes
Sales ForecastsNoYes
Commissions and TargetsYesYes
Recurring BusinessNoYes

Leads AcquisitionZoho CRMOdoo Online
Dynamic GraphsYesYes
Dynamic Pivot TableNoYes
Customizable DashboardYesYes

Productivity & Usability
ProductivityZoho CRMOdoo Online
VOIP IntegrationYesYes
Calendar IntegrationYesYes
Realtime ChatNoYes
Ability To Add FieldsYesYes
Drag and Drop FieldsNoNo
Social Network IntegrationNoNo

EmailZoho CRMOdoo Online
Email IntegrationYesYes
Email TemplatesNoYes

UsabilityZoho CRMOdoo Online
Full Web InterfaceYesYes
Mobile AppNoYes
Android Offline AppNoYes
iPhone Offline AppNoNo
Sales ForecastsNoYes

Leads AcquisitionZoho CRMOdoo Online
APIYesYes
Apps StoreNo20,000+ Apps

PRICING & CONDITIONS: Zoho CRM vs Odoo Online

Pricing & ConditionsZoho CRMOdoo Online
Monthly Pricing$20/PER USERFree
Contract DurationMonthly or YearlyN/A
Free Cloud VersionNoYes
Free TrialYesYes
Free UpdatesYesYes
Upgrades To Future VersionsYesYes
Hosting & MaintenanceYesYes
SupportNoYes

If you are looking for CRM software at your business end, consider your unique business needs and operations before assessing the vendor. Write to us at odoo@cybrosys.com if you are interested in knowing and implementing Odoo CRM at your business end. We have techno-functional consultants who can pitch you with the right CRM solutions to endure maximum results at your business organization. Our team can get you best-in-class scalable CRM solutions that can promise more leads, sales, and revenue. 



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