InvestGlass vs Odoo: Complete Comparison (2026)
An in-depth comparison of InvestGlass and Odoo to help you choose the right tool for your business.
Last updated: November 2026
InvestGlass
5.4/10
Swiss-hosted CRM with digital onboarding, marketing campaigns and portfolio management, built mainly for banks, wealth managers, fintechs and other regulated firms.
Odoo
7.2/10
Odoo is an open-source business suite whose CRM app handles leads, pipelines, calling, and reporting for small and mid-sized companies, with ERP modules available alongside it.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.4/10 | 7.2/10 |
| Customization | 7/10 | 9/10 |
| Analytics | 5/10 | 7/10 |
| Integration | 5/10 | 8/10 |
| Support | 6/10 | 5/10 |
| Ease of Use | 5/10 | 5/10 |
| Security | 8/10 | 7/10 |
| Cost | 3/10 | 8/10 |
| Scalability | 6/10 | 7/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | CHF 100/user/mo Starter | €31/user/mo Standard |
| Estimated cost for 10 users | CHF 1,000/mo Starter | Free One App Free |
| Features | ||
| Collaboration | ||
| Contact Management | ||
| Integrations | ||
| Lead Management | ||
| Marketing Automation | ||
| Opportunity Management | ||
| Reporting & Analytics | ||
| Sales Automation | ||
| Built-in Calling | Not listed | |
| Customer Support Management | Not listed | |
| Mobile Access | Not listed | |
InvestGlass vs Odoo cost by team size
| Team size | InvestGlass | Odoo |
|---|---|---|
| 1 user | CHF 100/moStarter | FreeOne App Free |
| 5 users | CHF 500/moStarter | FreeOne App Free |
| 10 users | CHF 1,000/moStarter | FreeOne App Free |
| 25 users | CHF 2,500/moStarter | FreeOne App Free |
| 50 users | CHF 5,000/moStarter | FreeOne App Free |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose InvestGlass
- Higher Support score (6/10 vs 5/10)
- Higher Security score (8/10 vs 7/10)
- Better fit for enterprise (7/10 vs 5/10)
Why choose Odoo
- Has a free plan (InvestGlass does not)
- Higher Cost score (8/10 vs 3/10)
- Higher Integration score (8/10 vs 5/10)
- Better fit for small business (8/10 vs 4/10)
- Better fit for startups (7/10 vs 3/10)
Pros & Cons
InvestGlass
Pros
- Data is hosted in Switzerland, with an on-premise option, which suits regulated financial firms that need data sovereignty.
- KYC, AML, e-signature and digital onboarding are built in, so finance firms do not need separate onboarding tools.
- Every plan includes unlimited records and automations.
- The no-code builder lets admins adapt forms, fields, dashboards and approval workflows.
- Reviewers describe support as responsive and knowledgeable.
Cons
- Per-seat prices of CHF 100 to 500 a month are high for teams outside financial services.
- Off-the-shelf third-party integrations are limited, so unusual needs may require API work.
- Some reviewers describe the interface as dated, and documentation gaps make it harder to learn on your own.
- There are few independent reviews on G2 and Capterra, so there is little peer evidence to go on.
- Reporting is weaker for sales pipeline analytics.
Odoo
Pros
- The free plan gives unlimited users on a single app, so a team can run the CRM at no license cost.
- CRM data flows natively into Odoo's Sales, Inventory, Invoicing, and Email Marketing apps, so quotes and stock checks happen without third-party connectors.
- Lead tools go beyond the basics, with predictive scoring, quota-based assignment, deduplication, and enrichment.
- It is open source and highly customizable through Studio, the API, or self-hosting.
Cons
- Reviewers often describe the interface and workflows as complex for new users.
- Setup usually needs internal staff or a paid implementation partner.
- Some users report slow performance with large datasets.
- Opinions on support and documentation quality are mixed, and paid support is email-only on weekdays.
Not sold on either?
Frequently Asked Questions
Odoo scores higher on our CRM criteria: 7.2/10 against 5.4/10 for InvestGlass. The largest gap is in Cost: 3/10 for InvestGlass and 8/10 for Odoo.
Odoo has a free plan; InvestGlass does not list one.
Odoo is the better fit for small business: we rate it 8/10 for them, against 4/10 for InvestGlass.
