Customized CRM or off-the-shelf solution

Off-the-shelf software is a ready-made application that is developed to suit the general needs of an organization. Custom made software is a tailor-made product to cater for specific needs in your business. Off-the-shelf software is ready-to-use once they are installed on a computer or device. Customized CRM software, on the other hand, is developed according to specific requirements and specifications.

CRM customization offers

The term CRM customization designates a process of adding new or altering existing CRM features in order to make it a better fit for the needs of each particular business. Workflows are incredibly powerful CRM customizations.

Custom software is made according to your business needs, desired functionality, and business processes. A CRM can work as a standalone piece of software (in the case of a ready-made platform) or can become a core of your enterprise software. You can use CRM as a base to build additional applications for different departments.

A custom CRM tool also means that you should be better placed to respond to changes in your marketplace or competitors’ behavior – with a CRM customization team on hand, you can quickly shift technology strategies by building a CRM that stays fit for purpose.

When custom CRM software isn’t the choice

Off-the-shelf CRM solutions are designed to fit according to the requirements. Off-the-shelf solutions are typically affordable because their development costs are distributed across the broader audience – but you get what you get. There are strong benefits when considering an off-the-shelf solution, primarily the low up-front cost. Most off-the-shelf solutions will not be a perfect fit for your company.

The fact that you will have to adjust your processes and staff behavior to fit the software (rather than the software fitting your business) is one of the hidden costs. Firstly, customizing a CRM is more expensive than keeping with the off-the-shelf functionality.

Building a CRM that works for you

You’ve compared them to off-the-shelf solutions and found nothing is a good fit. So instead you approach a software development company to create a custom piece of software to meet every business challenge you have: a fully-integrated solution that matches your processes perfectly.

What’s more, custom CRM software is more flexible and scalable than off-the-shelf solutions, so it can grow along with your business. A custom solution can be optimized according to the requirements of the business and comparatively, takes less time for learning. You also reduce your CRM costs and pay only for the things you need and use.

Odoo CRM enables a group of people to manage leads, opportunities, and management. Customer relationship deals with the customers to manage the tasks of a project, opportunities to deals with a project. It manages key skills such as productions, identifications of a customer.

Manage your sales funnel with no effort. Approach leads, follow-up on activities and meetings. Analyze the quality of your leads to make informed decisions and save time by integrating emails directly into the application. Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team.

Features of Odoo CRM:

Odoo CRM comes with many features from client interactions, sales prospects to lead management. Odoo CRM is integrated with other applications like Sales, Invoicing, Email marketing, e-signature to provide more features in Odoo CRM.

ODOO CRM feature 1

1. Contact management: This type of feature is allowing you to store customer details such as names, email addresses, and social media profile links. There are two ways to collect contact details: manually or automatically through social profiles, email signatures, or email services.

2. Leads management: Now you can manage and track leads, increase customer loyalty, and plan future interactions. Your CRM should make it easier for you to track your prospective clients. You should be able to see all leads generated from emails, websites, incoming calls, and social media.

3.Task management: Now you can create and schedule tasks, meetings, send follow-up letters, schedule calls, and transactions, track deadlines, etc. You can also consider implementing a feature for assigning tasks to other employees or assigning multiple employees to the same task.

4.Dashboard and reports: This will allow you to have an overview of your progress and to-do list. You can consider adding filters (e.g. task, communication channel, time period) so you can find the data you need. There are different ways of visualizing data on dashboards, including charts, diagrams, tables, and circles.

5. Invoicing: Now you can quickly create and send invoices and view their status, integrate CRM with your accounting system

6.Sales pipeline: With the help of sales funnels, you will be able to estimate the possible profit, and, most importantly, understand at what stages you have the most leads disappearing, and which aspect of your business needs more attention. Now you can create a sales channel in Odoo

7. Third-party integrations: Whenever you use different third-party apps (including analytical tools such as Google Analytics), consider integrating them into your CRM system.

8. Mobile access: Multi-device support is becoming a necessity. Users can access, edit, and add new information anywhere anytime via a mobile device.

9. Chatbots integration: Chatbots integrated into CRM software let you quickly access tasks, reminders, follow-ups, and work with routine tasks faster and more efficiently.

Choosing an Odoo CRM software vendor

The off-the-shelf solution is used for a small company and off-the-shelf solutions are typically affordable. Now you’ve compared them to off-the-shelf solutions and found nothing is a good fit. Such instead you approach a software development company to create a custom piece of “Odoo CRM” software to meet every business challenge you have: a fully-integrated solution that matches your processes perfectly. 

Why Choose Planet Odoo?

Planet Odoo employs a team with a wide range of knowledge and experiences in Odoo and its verticals.  Planet Odoo team will meet with the client to hear the client’s vision and offer input to help client’s company to accomplish its business goals. Then, once a strategy is finalized, Planet Odoo Team will get to work create a custom Timeline for the project to achieve your company’s vision and business needs in an appealing way.

As Official Odoo Partners, Planet Odoo embraces a collaborative approach to meet your needs. We provide cost-effective ERP solutions and Odoo apps for accelerating the workflow of companies/organization across the world. Planet Odoo has knowledge and expertise for Odoo version 8, 9, 10, 11 and 12 in Community and Enterprise edition. We have an excellent experience of seven years working in Odoo ERP Implementation, Configuration, Customization, Integration, Data Migration, and Website Development. Our Odoo experts will build your desired outcome into the reality that will make a huge change in your business growth.

If you are looking for Odoo implementation for your manufacturing business contact us here   Feel free to connect with us on   and schedule a meeting now

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