There are many CRM or ERP platforms available to choose from, but most are either too expensive (such as charging per user on the account) or aren't user friendly. This is why CodePilot's Odoo configurations (instances) out-perform other platforms and services. CodePilot has a new, free CRM solution that will save more money for qualifying businesses.

Over 2,000,000 people currently use Odoo to grow their businesses. There are also a slew of large, well-known corporations such as Toyota who use Odoo to manage their workflows and processes—bolstering Odoo's reputation as a reliable platform.

Open Source

Unlike many of the big players in CRM and ERP platforms, Odoo can be downloaded as an open source alternative. This allows you to create your very own Odoo instance, and doing so makes Odoo completely free.

The only costs associated with hosting your own Odoo instance will be hosting fees for a server. If that isn't something you'd like to maintain (this isn't necessarily the easiest task to complete and it definitely requires some moderate technical literacy, but there are some benefits to doing so), then there are other options available as well.

CodePilot has created our own Odoo instances, and we support and maintain each one. We've also created extensive documentation on how Odoo works—something that is not available in detail anywhere online.

Our knowledge of Odoo gives us the expertise to create unique Odoo instances that work better than attempting to learn a system that lacks online documentation or support for installing the platform on your own.

Customizable

If you decide to use CodePilot's Odoo instance, we will customize it to meet your unique needs and specifications. There are plenty of free add-ons and apps that can be incorporated into the platform. We also have the ability to create custom fields that you may need in order to have your processes work best.

If there is a field, tab, or other customization that you need, then there's very little limitation on what we can do. Instead of settling for CRM or ERP services that are set in stone, you can have a platform that gives you exactly what you want!

Having the ability to customize your CRM's interface is also well-suited for businesses that collect specific information, such as details about individuals. Some CRM's either limit or restrict your ability to create, edit, or delete fields. With our Odoo instances this is not an issue. We make Odoo malleable, with an emphasis on ease of use and quality of experience.

Apps and Add-ons

Odoo has many additional apps available that really showcase it's power and flexibility. For example, if you add the Inventory app to your Odoo instance, you can keep track of your stock or merchandise. This is incredibly useful for anyone who needs to keep up with the in and out flow of inventory.

There's also a Sales app, and this ties in with inventory. Having both will allow you to track which products are performing well and which aren't. In addition, the Sales app allows you to assign salespeople. There's also a sales pipeline (like Kanban).

Sales and touchpoints can get confusing, but when you assign a deal to a stage in your sales cycle, corresponding to the Kanban pipeline, you can keep everything better organized.

There are other apps available, both paid and free, that can improve your experience while using Odoo. Each of the paid downloads are one-time payments, and they are rated in Odoo's marketplace along with reviews from users.

Keep Track of Your Team and Sales Cycle

Plus, when a member of your sales team can move deals from one stage to another, revealing who is doing what and when. This enables your salespeople to work more cohesively as a true team. It also eliminates relying on exterior apps or services for doing similar task-tracking processes.

Here's a non-exhaustive list of Odoo apps: CRM, Invoicing, Point of Sale, Shops, Restaurants, Hardware, Subscriptions, Sign, Operations, Accounting, Project, Human Resources, Recruitment, Employees, Expenses, Appraisal, Fleet, MRP, Live Chat, and much more.

****With so many apps and add-ons that don't require recurring costs, it's easy to see how powerful Odoo is for businesses. Simply pay for what you need, grow and change corresponding to your business, and maintain your autonomy. Using CodePilot's Odoo instances give you a level of freedom that you won't find with the other CRM or ERP services.

Integrations