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Enterprises and institutions of all sizes often struggle to unify siloed processes, establish effective collaboration between departments, and nail data integrity. With CRM and ERP, companies can address these challenges. For instance, CRM and ERP software allows businesses to automate numerous aspects of their daily routines that include accounting, reporting, procurement, sales, inventory, human resources, and customer relationships.
If you aim to achieve these goals, you should consider incorporating CRM and ERP solutions into your business workflows. Zoho and Odoo are two leading ERP and CRM software providers that enable companies across various domains to address their challenges. Both have many excellent features and benefits, so our task is to help you find the right match for your needs and objectives. Let’s get started!
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Established in 1996, Zoho provides a cloud-based suite of over 45 apps for a variety of business operations that encompass CRM, ERP, accounting, human resources, and project control. Its flagship product — Zoho CRM — offers powerful tools to manage sales, marketing, and customer service.
Another component of the solution is Zoho ERP, which allows organizations to better manage inventory, order tracking, financials, manufacturing processes, and HR operations. All of this makes Zoho a go-to choice for those seeking a comprehensive yet affordable solution.
Among its users are well-known companies like Zomato, Suzuki Motors, Amazon India, and many others. For instance, Zomato coordinates cross-team collaboration with Zoho’s ERP and was able to increase efficiency across locations, while Suzuki Motors improved relationships with dealers.
Released in 2005, Odoo is an open-source platform that has both ERP and CRM solutions for sales, financial reporting, human resources, and customer relationships management. In fact, Odoo’s ecosystem has over 30 apps to address business challenges.
And just like Zoho, Odoo offers both ERP and CRM for companies of all sizes. While Odoo ERP focuses on tasks in areas like procurement, accounting, and manufacturing, Odoo CRM helps automate sales, lead tracking, and marketing campaigns.
Odoo’s open-source nature allows software engineers to freely contribute to the platform. Programmers can create new features, modules, enhancements, and integrations that the users can then access through Odoo’s app store. As of now, Odoo has over 16,000 community-developed apps.
Key market players, such as Toyota, Hyatt, and Danone have configured Odoo to reach their specific objectives. For example, Toyota optimized its inventory management and customer handling, and Danone nurtured relationships with key stakeholders.
Zoho CRM is a cloud-based system that helps companies streamline operations such as lead generation/scoring, sales pipeline tracking, and client service. The platform allows businesses to automate every aspect of the sales process, which includes deal, account, contact, and approval management.
On top of that, Zoho CRM enables enterprises and institutions to connect with customers through multiple channels like SMS, social media, live chats, calls, and self-service portals. It also has advanced analytics for data-driven decisions, customizable dashboards for real-time KPI tracking, and AI-drevne prediksjoner to drive sales growth.
The solution is integrated with plenty of tools, for example, a calendar, Google Workspace, and Office 365. Additionally, the integration with Zoho Finance Suite lets sales specialists instantly generate quotes and purchase orders.
With Zoho ERP, businesses can streamline numerous workflows — think sales, order management, inventory, procurement, manufacturing, and reporting. What’s more, they can benefit from real-time supply chain management.
Zoho ERP offers a wide variety of prebuilt apps designed to kickstart your custom enterprise resource planning solution. This way, companies can quickly customize and adapt these applications to their specific needs and requirements, from generating content to handling franchise operations, taxes, and invoices.
On the IT and administration side, Zoho ERP software can automate functions like appointment scheduling, asset management, and ticket resolution.
Odoo CRM is designed to empower businesses of all sizes to streamline sales processes and improve customer relationships. Available both in the cloud and on-premise, the platform lets sales, marketing, and client service specialists track leads, manage sales pipelines, and automate follow-up tasks.
Sales teams can utilize customizable dashboards and integrated communication tools in their day-to-day tasks, and Odoo’s advanced lead scoring allows them to prioritize high-value opportunities, like closing the most high-potential deals. On top of that, Odoo CRM enables professionals to drag and drop opportunities through different stages of the sales process.
By using Odoo CRM, companies can establish more effective collaboration, since the system integrates all communication channels into a single interface. For instance, incoming emails are added to the pipeline automatically, so employees never miss important conversations and messages.
Odoo’s ERP enables enterprises to streamline a variety of different aspects, from accounting and manufacturing to procurement. Odoo brings advanced inventory monitoring with automated replenishment, so you never run out of stock.
The ERP also supports multi-company operations, which simplifies finance and resources management across multiple locations or subsidiaries. In addition, Odoo ERP is packed with the tools to track everything from production timelines to budgeting.
Whether you prefer a cloud-based solution or an on-premise setup, Odoo offers the flexibility to choose the deployment option that suits you best. It also supports numerous languages and currencies, which makes it a go-to choice for global companies. In short, Odoo ERP is not just software but a customizable toolkit to manage business operations.
Zoho is a user-friendly platform that can be easily customized within its suite of apps. However, should you need to add something beyond the Zoho ecosystem, you will have to engage a dev team to build custom integrations.
Odoo excels in flexibility and customization. Thanks to its suite of apps and components, companies don’t have to develop their own from scratch. In addition, enterprises can find the necessary tools among the solutions created by the open-source community.
Zoho CRM provides a freemium version that supports up to three users with access to a basic set of features. In addition, companies can integrate Zoho CRM with their social media accounts. Zoho ERP pricing can vary based on the specific modules and features you choose to add, as well as the size of your organization.
Odoo uses a modular pricing model for both CRM and ERP, in which organizations pay only for the tools and apps they need. The open-source version is free while the enterprise version involves additional costs based on modules and user accounts.
Zoho is known for its intuitive interface. Its smooth and convenient navigation reduces the learning curve for new users, which makes it an excellent choice for businesses that want a quick setup and minimal training time.
While Odoo offers rich functionality, its interface might require some time to adapt. However, once familiar with the system, clients benefit from different apps and modules.
Zoho offers an extensive knowledge base, as well as live support via phone or email. Paid plans come with enhanced support features, like personalized onboarding sessions from a dedicated specialist, so businesses can always get effective assistance.
Odoo provides customer support through its online community and official documentation. Paid enterprise users have access to dedicated support, while the users of the open-source version must rely on community.
Zoho is widely used across industries such as e-commerce, healthcare, real estate, and IT services. Its cloud-based solutions are particularly appealing to small and medium-sized businesses (SMBs) looking for quick and easy-to-implement systems.
Odoo’s flexibility makes it suitable for a broad range of industries, including manufacturing, retail, and hospitality. Its robust ERP functionalities cater to companies with more complex operational needs.
At Innowise, we’ve had a handful of chances to work with both Zoho and Odoo to serve the different needs of our clients. Zoho offers an all-in-one solution for companies looking for ease of use, while Odoo shines with its flexibility and modular design for deeper customization as businesses grow and evolve.
Michael Labutin
Senior Director, Head of ERP Solutions
Ready to automate business operations?
Drop us a line, and we’ll help you find the right solution to your needs.
To choose between Odoo and Zoho, it is important to determine business-specific goals and requirements. Both systems offer comprehensive CRM and ERP features but cater to different audiences. For example, if you need a cost-effective CRM with an intuitive interface and smooth navigation, Zoho CRM will be a perfect fit. On top of that, Zoho provides ease of integration. This all makes Zoho a go-to choice for small to mid-sized enterprises.
If you’re looking for a highly-customizable solution with lots of modules, Odoo has a clear edge. Odoo’s strength lies in its robust CRM and ERP capabilities that allow organizations to digitize and handle a variety of operations, from sales and marketing to inventory, procurement and accounting, all within a single platform.
However, Zoho doesn’t bring the same depth of control and flexibility as Odoo when it comes to large-scale enterprise resource planning. Odoo’s modular nature means you can scale up by adding new out-of-the-box tools as your business grows.
In terms of customization, Odoo is more flexible, but that can also mean a steeper learning curve and potentially higher setup costs. Zoho, on the other hand, shines in its simplicity, so teams can hit the ground running without extensive training. Ultimately, you should start with clarifying your challenges, areas for improvement, final objectives, and budget.
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