Odoo CRM Module And Why Small Businesses Need it Badly?

Odoo

5 MIN READ

July 25, 2023

Odoo CRM Module

Businesses, whether of large size or small size needs a proper setup or operations to establish themselves. Running a small business is not an easy task but putting in better strategies and opting for a module will give you a better scale of success. To take care of the standard operating procedures (SOP), taken decisions at the right time will be beneficial to complete needs and requirements. Even choosing a CRM module, odoo will be best to manage small businesses and they indeed need it badly.

To manage your daily tasks, you should choose Odoo ERP software. It works on upscaling and elevating your business by organizing, implementing, and integrating day-to-day activities. Continuing with this will also allow you to utilize multiple Odoo services for better maintenance and integration. Now, in the next section, we will look at reasons that justify the need for the Odoo CRM Module for small businesses.

Different Editions of Odoo CRM Module For Small Businesses

  • Odoo Community Edition 

One of the best editions that is available for free on a personal server. It helps to know which modules or applications are needed to enhance business and then it is possible to install and configure modules. Although, this is a limited edition used for desktop ERP and CRM solutions.

  • Odoo Enterprise Edition 

This edition works as a multi-tasking approach and is a cloud-based solution that can be accessible from any device and from any corner of the world. It is a paid version that gives you premium features and services to cater to the needs of larger businesses and enterprises. With this, it becomes convenient to cover an ocean of practices such as inventory management, manufacturing, accounting, and product management.

For Reference, as a general example: 

Why Investing in Odoo as ERP is Better than Other Tools in the Market?

Being a small-scale business requires you multiple tools and techniques to run things smoothly with a better flow that provides you with high productivity and performance. The Odoo ERP modules have been specially designed to perform numerous activities such as accounting, sales, purchase, and inventory management. Now, understand:

Powerful Aspects of Odoo CRM For Small-Scale Business

  • Open-Source Platform 

One of the best-customized business management software that gives tools for business operations. It will work on bringing better support and give regular updates on every corner of the world. However, it has been supported by Odoo Community and works as a backbone for the businesses.

  • Upgrade Performance 

Odoo CRM Module comprises multiple advanced tools that work on increasing productivity and simplifying the functioning of the organization. On the other hand, it also works on better inventory management operations.

  • Odoo CRM Customization

Odoo Experts will help you to customize the Odoo as per the needs and requirements of your organization. They focus on dashboard customization to arrange things in an effective manner, better workflow automation, and add custom fields relevant to your business, manage sales with proper rights and permissions. In fact, it allows you to create custom reports, charts, and dashboards for better sales indicators.

  • Cost-Effective Approach 

Since there are two different types of editions, so it’s up to you with which edition you want to continue. Both work as the best edition and it is all up to you to choose according to your needs and requirements. One is free of cost and the other one is cost-effective containing some limited features.

Wrapping-Up 

Investing in a technique in your business will come as a limelight that defines the right direction to success. Even the minimal usage of a bright technique works on giving you a better outcome and simplified things. The usage of the Odoo CRM Module can help you to reduce mistakes and eliminate errors. You will get a chance to explore multiple Odoo tools that support the growth of your business. Hope! You get the clear information: Why Odoo CRM Module needed for small businesses?

Choose Ksolves for Odoo Customization Service to Improve Your Small-Scale Business

Ksolves works on the enthusiastic approach and allows you a way for successful execution. Ksolves experts perfectly understand what their clients actually want and give them a blueprint to get the best results and opportunities to grow their business. They offer the best Odoo Customization service that includes premium features and functionalities. Being an Odoo Gold partner, they have the ability to make things compatible with upgraded results.

AUTHOR

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Neha Negi

Odoo

Neha Negi, Presales and Business Associate Head at Ksolves is a results-driven ERP consultant with over 8 years of expertise in designing and implementing tailored ERP solutions. She has a proven track record of leading successful projects from concept to completion, driving organizational efficiency and success.

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Frequently Asked Questions

What is the Odoo CRM module?

The Odoo CRM module is a customer relationship management tool specifically designed for small-scale businesses. It helps businesses manage their customer interactions, track leads, and streamline the sales process

What are the benefits of using the Odoo CRM module for small-scale businesses?

The Odoo CRM module offers several benefits for small-scale businesses. It helps improve customer relationship management, enhances sales productivity, provides insights into sales performance, streamlines communication, and enables better collaboration among team members.

Can the Odoo CRM module integrate with other business tools?

Yes, the Odoo CRM module can integrate with other business tools such as email clients, marketing automation platforms, and accounting software. This integration allows for seamless data exchange, eliminates manual data entry, and provides a holistic view of customer interactions.