Odoo vs. Zoho CRM: Compare Core CRM Capabilities and More

Odoo is an enterprise resource planning (ERP) software that has CRM functionality, while Zoho CRM is a customer relationship management (CRM) system that targets sales and marketing teams.

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

What is the Difference Between Odoo and Zoho CRM?

  • ​Odoo is an open-source ERP software with an integrated CRM app, while Zoho CRM is a CRM software that can be combined with other Zoho products and third-party business applications.
  • Odoo Enterprise users will need to pay for each individual app, whereas Zoho CRM has a free version and four paid plans.
  • Odoo CRM doesn’t have advanced sales automation features, such as forecasting or AI, but Zoho CRM does.

Product Overviews

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

Odoo

Odoo ERP is a comprehensive open-source enterprise resource planning (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.

Zoho CRM

Zoho CRM is a cloud-based platform that allows sales and marketing teams to better collaborate and improve customer service. Sales reps can easily track their pipelines, while marketers can create targeted campaigns. Zoho CRM has omnichannel capability for communicating with customers via multiple platforms (e.g., email, phone, live chat, social media).

Features Comparisons

Sales Force Automation (SFA)

Odoo CRM

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 within 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 of 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.

Zoho CRM

Sales reps can manage the contacts, tasks and deals of each account in a single interface. They can track their pipeline with an at-a-glance snapshot of all deals at each stage, send quotes to prospects and share closing successes with their colleagues. The sales enablement tools help reps perform their jobs better, such as a document library, integration with Outlook and Gmail, a built-in calendar and a vendor/partner portal.

Additional sales automation features include forecasting, macros, workflow/assignment rules and sales analytics. Finally, there’s Zia, an AI-enabled sales assistant similar to Alexa that provides answers to questions, makes sales predictions and detects sales anomalies in the data.

Bottom Line

Both solutions have similar sales automation functionality. But there are some features that Odoo CRM doesn’t have that Zoho CRM does, such as sales forecasting and AI.

Marketing Automation

Odoo CRM

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).

Zoho CRM

Marketers can create web forms using a drag-and-drop editor. Those web forms are used for capturing new leads, which the marketer approves before sending to the appropriate sales rep. In addition, marketers can set up audience segments with lead scoring and keyword tagging, execute email and survey campaigns and manage events. Zoho CRM integrates to Google Ads, so marketers can analyze their advertising campaigns.

Bottom Line

Odoo Marketing Automation and Zoho CRM have similar marketing automation features. If marketers need more advanced features, they’ll need to add on a Odoo-specific marketing app or upgrade their Zoho CRM subscription to an Enterprise or Ultimate plan, or even the Zoho CRM Plus solution.

Pricing

Odoo CRM

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 clients 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 an Implementation Success Pack in four pricing tiers that range from $3,060 to $21,250.

Zoho CRM

Zoho CRM’s free version accommodates up to three users and includes lead management, document management and a mobile app.

There are four paid plans (billed annually), which are:

  • Standard – The Standard plan costs $14 per user, per month and includes all features in the free version, plus scoring rules, email insights, workflow conversion, tags and groups, web forms, custom fields, custom reports and dashboards, and storage of up to 100,000 records.
  • Professional – The Professional plan costs $23 per user, per month and includes all the features of the Standard plan, plus SalesSignals, process management, inventory management, web-to-case forms, macros, validation rules, automatic field updates, webhooks, Google Ads integration and storage of up to 5 million records.
  • Enterprise – The Enterprise plan costs $40 per user, per month and includes all the features of the other plans, plus Zia AI, CommandCenter, advanced customization, webform analytics, webform A/B testing, advanced marketing automation (e.g., autoresponders, customer segmentation, marketing attribution), multiuser portals and developer tools (e.g., client scripts, mobile SDK).
  • Ultimate – The Ultimate plan is priced at $52 per user, per month. It includes additional features like advanced BI features, enhanced feature limits, a 30-day free trial and storage of up to 15 million records.

There’s also Zoho CRM Plus, a unified customer experience platform, that starts at $57 per user, per month and includes a help desk, email and social media marketing, surveys and analytics features.

Finally, Zoho offers a solution intended for small businesses, Bigin, with pipeline management features. It starts at $7 per user, per month.

Bottom Line

Odoo’s open-source version is free to download, but the Enterprise version requires users to pay for any individual apps they decide to purchase. On the other hand, Zoho CRM has a range of pricing options that companies can choose from depending on their needs.

Customer Support

Odoo CRM

For Odoo Community, support is limited to the Odoo Community forum, product documentation and tutorials (though there is a phone line for emergencies). 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.

Zoho CRM

Zoho CRM has four support plans, which are:

  • Basic – The Basic plan, intended for users on the free version, includes a community forum, email support, a ticket request portal and maximum response within 24 hours.
  • Classic – The Classic plan is free for all paid users and includes all the features of the Basic plan, plus remote assistance, live chat and phone support during normal business hours and a maximum response time of eight hours.
  • Premium – The Premium plan costs 20% of the annual license fee and includes all the features of the Classic plan, plus 24/5 live chat and phone support, product onboarding and a maximum response time of three hours.
  • Enterprise – The Enterprise plan costs 25% of the annual license fee and includes all the features of the other plans, plus 24/7 live chat and phone support, a technical account manager, a quarterly report on feature usage and recommendations, early access to new features and a maximum response time of an hour. It requires a minimum of 25 users.

Bottom Line

Both vendors offer similar basic and premium support features, except that Odoo strongly prefers email support. That said, users can still reach Odoo via phone if there’s an emergency. Also, note that Zoho CRM provides 24/7 emergency support and additional features in its highest tier, but there’s a minimum number of users required.

ERP Vendor Comparison Guide

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