Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Hi. This is my first post to this forum.
I am really new to Odoo. So far it's pretty slick!
I am familiar with using CRM's like SugarCRM and SalesForce. I am trying to get my head around using Odoo as a CRM. Can anyone recommend any walk throughs or documentation on the structure of Odoo in relation to CRM's?
It depends on how you are going to be using it, what OS, what service (web or local), what modules (CRM, Warehouse, Sales, Accounting) you must remember Odoo is huge and you cannot simply read a few pages to fully understand all of it. Documentation was fairly sparse but is improving, as is Odoo itself.
If you are developing - useful reference information can be found at https://www.odoo.com/documentation/8.0/reference/orm.html
If you are simply using on the front end, or just need tips on installations:
https://doc.odoo.com/contents/ - I believe this is V7 documentation, but should translate fairly well to V8
https://www.odoo.com/forum/how-to - Community written essays
There are not a lot of good walk-throughs.... however maybe you will document your experience from a new users perspective and write some blog posts to give back to the community.
I have tried to pull together information in a few forum posts that you may be interested in.
- What documentation is available for odoo?
- What blogs/tutorials/forums exist about Odoo?
- I need a beginners configuration guide for Odoo v8 (work in progress, help appreciated)
- How does karma work? (odoo v8 forum software)
And one just for fun:
Peter! You are the man!
I am using odoo on a VPS. I am more or less looking at the CRM and Marketing functionality at first form a user / admin perspective. I just want to make sure I am setting the CRM up correctly from the start. I feels like there might be a paradigm shift from how other CRM's work.
Again, thank you!