Odoo by CaptiveaProduct Overview
Odoo product overview
With over 4 million users, Odoo is a fully integrated, customizable open-source application that includes sales, CRM, project management, manufacturing, accounting, and other business functions in one complete software solution. Odoo users are able to reduce the number of redundant manual processes, and each module is connected to give an integrated experience from app to app. In this way, Odoo automates many processes that would otherwise require manual input into multiple apps. All business functions are kept in one place, which enables teams to work together across multiple departments with one unified platform. In the Odoo market, users can select from a wide range of modules and apps suited to a variety of business needs.
With the customization of Odoo, users can pick from the website apps to build custom sites with a drag-and-drop editor, including features such as calls to action, company blogs, customer portals, and other features as needed by a business. A built-in SEO tool automatically optimizes the website and manages technical 301 redirects, Google schemas, page speeds, sitemaps, and more. Users can utilize the eCommerce app to sell online with custom product pages that include integrations with payment gateways and shipping carriers.
Odoo is open-source software and is designed to meet the needs of companies of all sizes and budgets. It can be installed on-premise or be hosted in the cloud. Odoo will grow with the business, and users can add one app at a time to ensure keeping within a budget. Odoo works closely with users to configure the ideal architecture for their industry.
Pros of Odoo
- Easy to use and integrate with other software
- Fast interface
- Open source and SaaS options
- Uniformity across modules
- Availability of Third Party apps
- OCA community support
- Partner availability across the globe
- Ecommerce functionality
Cons of Odoo
- Can be buggy
- Needs customization for localization
- Different pricing for different regions
- Document management features could be better
- Support service subpar
Breakdown of Core Features
Between Odoo apps and tens of thousands of Community apps, users can find all they need to address business needs in this single modular solution. Odoo apps are integrated to work with each other seamlessly, letting users fully automate business processes.
There is no coding knowledge necessary with Odoo, just use the drag-and-drop features to create a website that automatically adjusts to fit company brand and style guidelines. With Multi-Websites, open a vast range of changes with diversification and customer segmentation. Each website will work independently with its own theme, branding, domain name, pages, languages, products, blog posts, forums, live chat channels, and other options.
Odoo offers an integrated eCommerce platform that lets users manage inventory and sales with ease. It has dedicated customer portals to keep customer data organized, including order tracking and claims. Customers can download their invoices, see pending shipments and delivery orders from one place. Odoo’s eCommerce helps business increase revenue with cross-sell and up-sell opportunities on product pages, in the cart and/or at checkout.
Users can convert quotations into sales orders with just one click, or let the customer sign off via electronic signature. Odoo Sign makes it easy to get signatures. Easily track invoicing, maintain renewal and up-sell opportunities, and manage subscriptions with recurring contracts. Customers can access their quotations, sales, and delivery orders by accessing the customer portal. Online payments can be accepted via PayPal, Ingenico, Buckaroo, Stripe, Authorize.net, Atos Worldline, or Adyen. With Odoo, there is no need to remember to send reminders for late or outstanding payments — automated follow-ups are easy to configure and help streamline the billing process. Odoo will automatically record all transactions from bank accounts by importing and reconciling bank statements. Odoo makes creating earnings reports, balance sheet, and cash flow statements easy.
Users can filter, zoom, annotate, and compare data using the business intelligence’s cubes to report across any dimension. Manage schedules, projects and holidays, and plan for upcoming projects using forecasts based on comparable projects. Forecasts can be compared with real timesheets to increase productivity. Users can create customized stages for projects to streamline workflows and efficiency. Users can communicate with real-time pad or live chat from a single interface to avoid unnecessary follow-up meetings.
Odoo Planning allows users to coordinate and organize schedules, create shifts, and assign and reassign those shifts all with a single drag-and-drop feature. Personnel can see their schedules through their own personal portals. Marketing automation segments the prospects database to send messages at the most opportune time. Advanced marketing workflows can be setup to walk prospects through the sales funnel 24/7.
(Last updated on 02/02/2022 by Martin Shelby)