Odoo CRM

The Migrator

Relations between people and companies are real — the import path links contacts to companies via external identifiers — and custom fields exist on contacts, but the evidence shows custom fields arriving via code and a three-part import procedure to keep contacts with their companies. We found no public information on deduplication or merge tooling, which is exactly the silence that bites during a migration. Visibility of pipeline records is governed by sales access-right groups, which is record-level rather than field-level. 1 4 5 6

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The Migrator

The pipeline is a Kanban of opportunities by stage with quotations and a 'planned or probable revenue' view, and record visibility is controlled through sales access-right groups. The captured forum pages document forecasting pain — revenues booked as 'lump sums' and monthly subscriptions that do not come back in the sales forecast — and we found no public information on stage requirements, win/loss capture or a custom report builder. 1 6 7

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The Migrator

Automation exists — lead creation, team assignment, scheduled activities, AI lead scoring — with rules firing on 'On Save' triggers, but creating automated actions is restricted to Administration/Settings admin users, and create-only triggers are deprecated in favor of an official workaround selecting creation date as the trigger field. We found no public information on multi-step sequences with delays or branching. 1 8 9

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The Migrator

Incoming emails land in the pipeline automatically, and the channel list covers email, live chat, SMS and VoIP. But the external API is named as a feature of the Custom plan, and the API evidence in the captured pages is a legacy XML-RPC channel. We found no public information on two-way calendar sync, webhooks, OAuth apps or documented API limits. 1 2 13

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The Migrator

The vendor is Odoo S.A., Chaussée de Namur 40, Grand Rosière, Belgium, with European production hosting in France and Belgium, EU Standard Contractual Clauses for subsidiary access, and a published subprocessor list where US exposure — payment processors, Cloudflare caching, Clearbit prospection — is named rather than buried. Deletion of the entire database is self-service from the control panel with a three-week grace period before destruction. Residual caveats are stated on the vendor's own page: personal data can remain in backups for up to 12 months, and EU customers' backups include an additional Canada copy until a transition dated Q4 2026. 3

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The Migrator

This is the part I check first, and it holds: a complete database backup is exportable self-service from the control panel at any time for transfer or archiving, database deletion is self-service, and CSV import carries a validate step before committing — a poor man's dry-run, but a dry-run. What keeps it down: no public information on dedupe during import, linking contacts to companies needs a multi-part import procedure, and the external API is a Custom-plan feature, so a scripted exit runs through a sales conversation. 3 2 4 12

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The Migrator

The entry point is genuinely public — 'One App Free' at € 0 with unlimited users, no credit card required — and a published worked example totals €4,776.00 / year for all apps at 20 users, with discount terms disclosed as valid 12 months for initial users ordered. But Odoo Studio, Multi-Company and the External API are listed under the unpriced Custom plan, and we found no public information on the Standard plan's per-seat price, its billing-period split or VAT treatment. 1 2

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