What do your customers need and expect from you in an increasingly demanding landscape? Your customers' voices can struggle to be heard with the growing number of communication channels; break down the barriers and listen. Effective customer engagement is crucial to success, increasing customer satisfaction, and improving sales results. Busy sales teams rely on accurate prospect data to forecast results and win more business. Understanding buying trends and needs are key to successful marketing campaigns while customer service specialist needs access to up-to-date customer records.
CRM was historically used for simple records management. It is now the heart of today's growing business, managing and reporting on all engagements (social media/inboud&outbound team/sales/email/SMS/customer service/web, etc.), providing a true 360-degree view of your customers. CRM totally erased the first distress of handling your client database through many spreadsheets, jumping from one record or framework to the subsequent to get lead or client information, or cruising over sales openings by checking scribbles or post-it notes, etc.
Picking the right CRM for your own business needs is crucial and sourcing the right vendor can be time-consuming, costly, and demanding.
With this note, we carry you in our blog to the correlation between Zoho CRM and Odoo CRM. With regards to CRM applications, Odoo and Zoho similarly stand tall as far as their functionalities and extensibility. Being open-source, both Odoo and Zoho offers high mixture and customization prospects to the clients.
Notwithstanding, being two distinct applications it is very regular to have varied strengths and drawbacks of each. We present to you a definite examination of Odoo CRM and Zoho CRM empowering you to pick the smarter one.
Odoo CRM vs Zoho CRM: Let’s compare Odoo CRM and Zoho CRM.
Odoo's open suite implements CRM, which is adaptable in its activity and straightforward in the work process for the clients. The interface itself is a lot more clear and useful. The outline of Odoo CRM provides the pipeline analysis of the customers. From the dashboard itself, users can get the status of the current situation. One can dissect details like opportunities and their status, need, activity schedule and their status, client, assessed income, and the sales team responsible, and so on.
Moreover, analysis study can be made conceivable through various perspectives available like kanban view, list view, dashboard, charts, graphs, cohort view, map, pivot table, activity view, and so on. Utilizing pivot view and the filters, hundreds of reports can be created in Odoo.
Activity types can be made, planned, and scheduled, suggest the next activity, setting off another action on the end of current activity is also possible in Odoo CRM. The total work process can be accomplished in Odoo CRM, which is taking or creating the lead, changing them over to opportunity and making citations "quotations" from the opportunity itself, making sales order, receipt "invoice", and register payment. Leads can be created from the site visit, lead scoring and supporting are additionally accessible in Odoo.
When heading over to Zoho CRM, although there are dozens of CRM options, also Zoho comes with drawbacks & limitations. On the interface, Zoho CRM looks clumsy, and also the user needs to take too many steps to perform an easy task. It takes plenty one's time for the user to navigate easily. Rather than using the term "opportunity",
Zoho uses the term ‘Deals’. Converting a lead to a deal and creating quotes, sales order, and invoice takes too many steps and procedures when put next to Odoo. Zoho grants only 3 views: tabular view, list view, & canvass view. Also, the forms aren't optimized for communication and limited customer support is obtainable on Zoho CRM. Lead generation from website visitors, lead scoring, and nurturing isn't possible in Zoho CRM.
Odoo Online CRM:
apps in Odoo apps
Zoho CRM Professional Edition:
Productivity & Usability.
Conclusion: Odoo CRM vs Zoho CRM
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