Odoo vs. Salesforce: Compare Core CRM Capabilities and More

Odoo is an enterprise resource planning (ERP) software that helps businesses automate their processes. Salesforce is a customer relationship management (CRM) solution that helps sales, marketing and customer service teams work more efficiently.

Here, we compare both software solutions on core CRM features and other factors.

What is the Difference Between Odoo and Salesforce?

  • Odoo is an open-source ERP software that includes an integrated CRM app, while Salesforce is a CRM platform that works with third-party systems, such as ERP systems.
  • Odoo Enterprise users will need to pay for individual apps. Salesforce’s products have pricing tiers with a per-user, per-month strategy.
  • Both vendors provide premium support. However, Odoo is limited to a dedicated consultant and 24/5 live chat support, while Salesforce has more services (e.g., coaching sessions, developer support, proactive management).

Product Overviews

The following excerpts from our Odoo and Salesforce reviews summarize each software:

Odoo

Odoo ERP is a comprehensive open-source ERP software made up of an integrated suite of business modules (known as apps), including customer relationship management, accounting, inventory management, project management, warehouse management, manufacturing and purchasing. These modules aim to efficiently and seamlessly communicate with each other to exchange information.

Odoo boasts over 40 main apps that are regularly updated, and more than 16,000 third-party plug-ins are available in its app store. Because it’s a modular system, customers can start with a subset of tools and add modules as needed.

Salesforce

Salesforce Customer 360 is an integrated cloud-based CRM platform that provides customers the option of purchasing individual solutions that best fit their business needs. Its Sales Cloud software helps companies’ sales teams efficiently manage their pipeline to close deals quickly.

Sales reps can track their interactions with each prospect, create quotes and contracts, and analyze revenue generated and other metrics. Additional software within the Customer 360 platform are Service Cloud, Marketing Cloud, Commerce Cloud 360 and Tableau Analytics.

Features Comparisons

Sales Force Automation (SFA)

Odoo

The Odoo CRM database stores all the details of each prospect, including activity history (e.g., emails, phone notes, meetings), that sales teams can easily access. Sales reps can set up and track all stages of their pipelines in real time, and they can schedule meetings directly with the prospect’s contact info, receive email or phone leads and send quotes in a few clicks. Note that the software can also store data for multiple prospects within the same company.

Other features include email templates, the ability to make VoIP calls, lead nurturing, lead scoring and lost opportunity analysis. Odoo CRM also has reporting tools for tracking key performance indicators (KPIs) and other metrics. Finally, Odoo CRM integrates with the Odoo Sales app that has full quotation and sales order functionality.

Salesforce

Salesforce Sales Cloud provides users a comprehensive view of each account, including multiple contact names per organization, email addresses, phone numbers, notes and historical activities. Sales reps can search for a specific company name or contact and update the data within each account.

With the opportunity management feature, reps can track their pipelines at every stage with the activity timeline view. The built-in quote feature populates a quote with relevant customer and product data, and generates a PDF for email sending. Additional features of the Sales Cloud are lead management, reports/dashboards, automated approval workflows and sales forecasting.

Bottom Line

Both software solutions offer robust and similar sales automation features. But Odoo doesn’t have built-in sales forecasting (though companies can purchase a third-party app from its app store), while Salesforce does. Also, Odoo requires integration with its Sales app for additional quotation features. However, Salesforce Sales Cloud includes full quote management features.

Marketing Automation

Odoo

The Odoo Marketing Automation app lets marketers set up and track their campaigns across the customer journey. They can set up campaign workflows, such as trigger actions, with the visual builder, and they can segment customer groups based on behavioral or demographic factors. In addition, marketers can create email messages using Odoo Marketing Automation’s predefined blocks that include images, text and call-to-actions.

Marketers can monitor their campaigns via a dashboard on a variety of metrics, such as open rates and clicks. For more specific marketing activities, Odoo Marketing Automation integrates with these apps: Odoo eCommerce, Odoo Email Marketing, Odoo SMS Marketing, Odoo Events, Odoo Websites and Odoo CRM (for lead qualification).

Salesforce

Salesforce’s Marketing Cloud solution is a unified platform that consists of several modules aimed at various marketing channels. With the Journey Builder module, marketers can create customer journeys across all channels (e.g., email, social), and they can use the Interaction Studio solution for measuring and optimizing customer engagement. Additional modules include Email Studio (email marketing), Advertising (one-on-one advertising), Mobile Studio (mobile marketing), Social Studio (social media marketing), Pardot (B2B marketing automation), Salesforce CDP (unification of customer data), Datorama (marketing analytics), Google Marketing Platform, Loyalty Management and Content Management.

Bottom Line

Odoo and Salesforce have similar marketing automation features, including email, mobile and social media marketing. However, Odoo doesn’t have built-in specific features like advanced analytics, but it does integrate with third-party systems.

Customer Service Management

Odoo

With the Odoo Helpdesk app, customer support staff can track their tickets and communicate with their customers via their website, live chat or email. They can give their users a self-service portal like a forum, a frequently-asked questions (FAQs) bank or other educational resources. In addition, their customers can send ticket requests, track the ticket’s status and close a ticket when the issue is resolved. Odoo Helpdesk automatically creates a ticket from email, live chat or website sources, but customer support teams can also manually open a ticket if needed.

Additional features are canned responses for live chats, automatic actions based on Service Level Agreements (SLA) rules and dynamic email templates. Support teams can solicit feedback from their customers via a rating system, and they can track the status and performance of all of their tickets within a dashboard.

Salesforce

The Service Cloud 360 software helps customer support teams engage with customers from any channel (e.g., email, social, phone) in one place. Companies can leverage AI-powered chatbots that collect information from a customer before transferring them to an agent, as well as other self-service tools like a knowledge base, community forums or case submission forms. The add-on field service features let customers book appointments online, and technicians provide virtual or in-person service. Service Cloud 360 includes additional tools, such as intelligent job assignments, a dedicated mobile app and Einstein Vision that uses image recognition for identifying assets or parts.

Bottom Line

Both solutions share similar customer service features. But Odoo Helpdesk doesn’t have AI features, while Salesforce does.

Pricing

Odoo

Odoo has two editions: Community and Enterprise. Odoo Community is open-source software, and users can simply download the source code for free. It includes access to the following apps:

  • Website Builder
  • Blog
  • eCommerce
  • Forums
  • Live Chat
  • eLearning
  • Sales
  • CRM
  • Point of Sale
  • Invoicing
  • Inventory
  • Purchase
  • Manufacturing
  • Maintenance

Odoo Enterprise is a paid edition that can be deployed on premise or in the cloud. It starts at $28 per user, per month (billed annually). New customers can take advantage of its $4 discount, so the price drops to $24 per user, per month. If the software is hosted in the cloud, Odoo provides a freemium model, where a single application is free for unlimited users. But if the client wants to purchase a subscription of more than one app, they’ll have to pay the costs of the individual apps plus the per-user price. The apps can cost anywhere from $12 per month to $72 per month.

There’s an additional cost for Integrations with other systems that ranges from $36 per month to $96 per month. Odoo also provides clients an Implementation Success Pack in four pricing tiers that range from $3,060 to $21,250.

Salesforce

Salesforce’s pricing is based on its individual products. With Salesforce Sales Cloud, there are four pricing tiers.

  • Essentials – At $25 per user, per month, the Essentials tier targets companies with up to 10 users. It includes basic features such as lead management, account/contact management, opportunity management, a mobile app, customizable reports and dashboards, collaboration, cross-selling/upselling functionality, the ability to automate up to five processes and forms each, and integration with Google Apps and Outlook.
  • Professional – At $75 per user, per month, the Professional tier is intended for companies of any size. It includes all the features of the Essentials tier, plus rules-based lead scoring, up to three campaigns per opportunity, sales forecasting, quotes and orders, unlimited custom applications, a developer sandbox and the ability to sync Salesforce calendar with Microsoft Exchange.
  • Enterprise – At $150 per user, per month, the Enterprise tier offers all of the features of the other two plans, plus up to five campaigns per opportunity, advanced sales forecasting features, unlimited customizable profiles, unlimited roles and permissions, unlimited record types per object, a partial sandbox and integration via Web Services Application Program Interface (API).
  • Unlimited – At $300 per user, per month, the Unlimited tier has all the features of the other three tiers, plus a full sandbox for trying new features.
  • Add-ons: Salesforce also has several add-on solutions. Sales Cloud Einstein is $50 per user, per month. Pardot starts at $1,250 per month for up to 10,000 contacts. CPQ & Billing costs $75 per user, per month.

Each product within the Salesforce Marketing Cloud platform has its own pricing. For example, the Email Studio, Mobile Studio and Journey Builder modules are purchased together as the Marketing Cloud Engagement product, and there are four pricing tiers.

  • Basic – The Basic tier starts at $400 per organization, per month and includes email marketing, content creation, integration with Sales Cloud, subscriber profiles, drag and drop segmentation, mobile-optimized email templates, A/B testing, reports and dashboards, and personalization features.
  • Pro – The Pro tier starts at $1,250 per organization, per month and includes all of the features of the Basic tier, plus the Einstein tool for email recommendations and content tagging, triggered messaging and automated workflows.
  • Corporate – The Corporate tier starts at $3,750 per organization, per month and includes all of the features of the Pro tier, plus advanced reporting features, the Einstein Engagement Scoring and Frequency features, a journey builder, the Einstein Web Recommendations feature and mobile messaging functionality (e.g., location-based push messaging, SMS response messaging).
  • Enterprise – The Enterprise tier includes all of the features of the Corporate tier, plus multiple business unit support, real-time big data segmentation and custom user roles.

The Salesforce Service Cloud 360 software has four tiers:

  • Essentials – At $25 per user, per month, the Essentials tier includes basic features such as case management, service console applications for agent productivity, omnichannel routing, a mobile app, knowledge base management and computer telephony integration (CTI).
  • Professional – At $75 per user, per month, the Professional tier is intended for companies of any size. It includes all the features of the Essentials tier, plus a case milestone tracker, service orders management and asset management.
  • Enterprise – At $150 per user, per month, the Enterprise tier offers all of the features of the other two plans, plus integration via Web Services API, advanced reporting features and offline access.
  • Unlimited – At $300 per user, per month, the Unlimited tier has all the features of the other three tiers, plus a full live chat functionality.

Bottom Line

Because much of Odoo Enterprise’s pricing is based on individual apps, companies’ costs will be determined by the ones they decide to purchase. On the other hand, Salesforce has many separate products with different pricing tiers. So clients can choose from the lowest-priced tier, then scale up if they require additional features. It’s also worth noting that Salesforce offers a bundled Sales Cloud and Service Cloud solution for companies with both sales and customer service teams.

Customer Support

Odoo

For Odoo Community, support is limited to the Odoo Community forum, product documentation and tutorials. Odoo Enterprise, meanwhile, has 24/5 (Monday through Friday) email support for billing or subscription questions, bug fixing services or issues with version upgrades. Lastly, the Implementation Success Packs also include access to a dedicated consultant and 24/5 multilingual email and live chat support.

Salesforce

Salesforce offers three support plans.

  • Standard – The Standard plan is included in each Salesforce subscription. It comes with guided journeys (which help users learn best practices and other basics of Salesforce), Learning on Trailhead (online training paths for users, developers and administrators), a Trailblazer Community forum and a two-day response time from tech support.
  • Premier – The Premier plan costs an additional 30% of the net price. It has all the features of the Standard plan, plus phone support, one-hour response times for critical issues, outcome-based Expert Coaching sessions (one-on-one work sessions with Salesforce experts on onboarding, implementation and optimization), developer support, personalized success paths, discounted pricing for the Trailhead Academy public classes, business value reviews and technical health reviews.
  • Signature – The Signature plan includes all the features of the other two plans, plus deployment planning services, proactive services (24/7 proactive monitoring, early alerts), technical account management and key event management. Pricing is based on a client’s complex needs, so you’ll need to contact Salesforce for a custom quote.

Bottom Line

Odoo strongly prefers email support to phone support (though phone support is available for emergencies). Meanwhile, Salesforce offers clients phone support, but they’ll need to upgrade to its Premier or Signature support plans. Also, additional support from Odoo is limited to a dedicated consultant and live chat support in its Implementation Success Packs, while Salesforce’s support plans have multiple options.

ERP Vendor Comparison Guide

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