Odoo CRM

The Skeptic

Contacts, companies and opportunities exist and relate to one another, but linking a person to a company through CSV import is described in the vendor's own forum as a multi-pass procedure built on External IDs and an "Is a Company" flag — a workaround where a hygiene tool should be. Custom fields on contacts are evidenced, though the discussion points to a code-based method, and visibility of records runs through access-right groups rather than field-level control. We found no public information on deduplication, merge tooling or field-level history. 4 5 6 7

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The Skeptic

What is evidenced is a Kanban pipeline with drag-and-drop stages, quotations and "probable revenue" insight, with record visibility governed by sales access-right groups. The only forecasting discussion we found reports that recurring subscriptions do not come back in the sales forecast and that revenues are booked as lump sums — not reporting a finance department would sign. We found no public information on required fields per stage, a report builder, quota tracking or forecast snapshots. 1 6 7

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The Skeptic

Automated lead creation, team assignment and scheduled activities are real, but creating automated actions is restricted to admin-level users in the Administration / Settings group, and the create-versus-update distinction was deprecated into an "On Save" trigger whose official workaround is selecting the creation date as the trigger field. We found no public information on multi-step sequences, branching, delays or error handling. 1 8 9

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The Skeptic

Email, live chat, SMS and VoIP channels with incoming mail auto-attached to the pipeline are evidenced, as is an external XML-RPC API discussed in the forums — but the pricing page lists the External API among the Custom plan's features, so a buyer below that tier is looking at an unpriced plan for their integration path. We found no public information on calendar sync, webhooks, OAuth applications or API rate limits. 1 2 13

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The Skeptic

A Belgian entity, EU production hosting in France and Belgium, a published subprocessor list anchored on OVH, Outscale and Scaleway, EU Standard Contractual Clauses and self-service whole-database deletion put this near the top of the class. The fine print still costs: EU-hosted customers carry a Canada-based backup until Q4 2026, deleted personal data can persist in backups for up to 12 months, AWS and FullStory — trial recordings formerly processed in the United States — remain authorized subprocessors "for potential future use" though currently inactive, and Do Not Track signals are explicitly unsupported. 3

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The Skeptic

Exit is stronger than most: a complete database backup is self-service from the control panel at any time, CSV import and export run across the suite with a validate-before-import step, and the open-core licensing means the software itself is not the cage. What holds it back: we found no public information on export formats or deduplication on import, the migration service is sold rather than included, and the pricing page parks the External API inside the unpriced Custom plan. 3 2 10 12 13

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The Skeptic

A genuine free tier — "One App Free € 0", one app, unlimited users — plus a public savings calculator are on the table, but we found no public information on the Standard or Custom per-user price, the monthly/annual split or VAT treatment; the Custom tier is by definition a sales conversation. The renewal maths is the real story: the discount "is valid for 12 months, for initial users ordered", Odoo.sh hosting costs are "not included", and Odoo Studio, Multi-Company and the External API all sit in the Custom plan. 1 2

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