Odoo CRM vs Workbooks Comparison

Why choose Odoo CRM

• Has a free plan (Workbooks does not)
• Higher Integration score (8/10 vs 5/10)
• Higher Cost score (8/10 vs 5/10)
• Better fit for startups (7/10 vs 3/10)
• Better fit for small business (8/10 vs 6/10)

Why choose Workbooks

• Higher Support score (7/10 vs 5/10)
• Higher Ease of Use score (6/10 vs 5/10)
• Better fit for customer support teams (6/10 vs 4/10)

Odoo CRM

Pros

• The free One App plan allows unlimited users on a single app such as CRM.
• Opportunities link natively to Odoo quotations, invoicing, inventory and marketing apps, so the data needs no syncing.
• The built-in Odoo Phone VoIP app places calls from CRM records and logs them automatically.
• Studio, the open-source code base and on-premise hosting allow deep customization.
• Cloud data is encrypted at rest with AES-256, and 14 backups are kept across three data centers.

Cons

• Reviewers say the interface overwhelms new users and that initial setup takes time.
• Studio, the API and multi-company require the more expensive Custom plan.
• Support quality and documentation draw mixed reviews, and some users call the docs outdated.
• Some users report performance issues with large datasets.
• SMS, lead generation and enrichment credits, and partner implementation are billed separately.

Workbooks

Pros

• Highly customisable, with tailored pipelines, custom fields, records and reports.
• Reviewers on Capterra and Techjockey consistently praise the support and onboarding teams.
• A single platform covers sales, marketing, support, and order and invoice processing on the Business Edition.
• Reviewers report good integration with accounting tools such as Xero and QuickBooks.
• The vendor's website shows ISO 27001 certification.

Cons

• Many capabilities, including SSO, audit trail and Outlook sync, are paid per-user add-ons.
• There is a 12-month minimum contract, and implementation packages cost thousands of pounds on top of licences.
• Reviewers say the interface feels dated and some record updates are slow.
• Reviewers say building custom reports has a learning curve.
• Reviewers say there is no native mobile app.