What Are The Main Differences Between Odoo CRM And Tactic ERP CRM

CRM

This is the core module that manages customer interactions and leads. It includes features for lead management, opportunity tracking, and customer communication.

Sales

The Sales module focuses on managing the sales process. It includes tools for managing quotations, sales orders, and invoices. You can track sales targets, sales orders, and customer invoices within this module.

Contacts

This module is designed for managing your contact database. It allows you to organize and store information about your customers, suppliers, and other business contacts.

Leads

The Leads module is often used to manage potential customers who have shown interest in your products or services but have not yet been qualified as opportunities.

Opportunity

This module is dedicated to managing sales opportunities. You can track the progress of opportunities through various stages of the sales pipeline.

Email Marketing

Odoo includes a module for email marketing, allowing you to design and send marketing emails to leads and customers. It often integrates with other Odoo modules to track the effectiveness of email campaigns.

Events

The Events module helps you organize and manage events such as conferences, trade shows, or webinars. It can be integrated with the CRM module to track leads generated from events.

Phone Calls

Some versions of Odoo include a Phone Calls module that allows you to log and manage phone calls related to your CRM activities.

Reporting

Odoo CRM typically includes reporting tools to help you analyse sales performance, pipeline status, and other relevant metrics.

Dashboard

The Dashboard module provides a visual overview of key performance indicators (KPIs) and metrics related to your CRM activities.

Sales Teams

This module enables you to organize your sales team, define roles, and assign responsibilities.

Documents

The Documents module allows you to attach and manage documents related to leads, opportunities, and customer interactions.

Benefits that can be gained by implementing Odoo CRM

Using Odoo CRM means signing up for a plethora of benefits. Odoo is a dedicated CRM (Customer Relationship Management) system, which is why it offers many distinct features alongside a number of unique benefits. Some of those benefits are listed below,

Advanced leads management and tracking

Managing leads are a crucial part of any business. Be it B2B or B2C, your customers will be the one to decide your company’s future. Hence, managing the potential customers or leads appropriately is required to be completed very dedicatedly. This is something Odoo CRM can help you with.

Odoo allows the users to track and collect information related to the leads all within one platform. This eliminates the amount of time needed for lead generation and follow-up. The process of handling all the leads within a single platform also levels up engagement ratio of the leads.

Better customer engagement resulting in better customer relationship

Maintaining a good relationship with the customers should be one of the topmost priorities of any company. Maintaining a good relationship with the customers is one of the most effective ways of understanding their preferences, retaining their trust and making them keep coming back for your products or services.

Odoo CRM allows your team to directly interact with the customers via chat or call from the CRM system itself. This reduces respond time and strengthen the relationship between the customer and your company. this enhances your customers’ experience in dealing with your company and retains then without many difficulties.

Planning appointments and activities easily

Odoo CRM’s pipeline module allows you to create managing activities and appointments with your customers and vendors. Hence, you can easily debunk the risk of losing track of all the appointments and activities that are due for the day or the week or even the month. Thus, you get to eliminate risks of disappointing the customers or leads without facing many issues.

Management of lost opportunities

Managing lost opportunities can be done by tracking down the possible reasons behind losing those. You can configure lost reasons within the CRM and create or edit reasons seamlessly. This will help you to track your shortcomings while implementing effective strategies to combat those for better results. You can also retrieve lost opportunities by applying new growth strategies.

Introduction to Tactic ERP & CRM

Tactic ERP & CRM is an all-in-one cloud-based SaaS that is integrated with 75+ modules comprising of several ERP and CRM features to support all day-to-day activities of an organization.

It is a comprehensive solution for several business related issues your company has to go through on a daily-basis. Brought in by ALSOFT, Tactic was first introduced in 2022 and it instantly rose to popularity among local businesses. The company, now, is aiming to expand its customer base beyond global boundaries and officially launch it very soon.

The CRM module of Tactic ERP & CRM comprises of nine different features. All of these features have been developed considering several CRM activities happening in a company on a daily-basis. These features are explained in the next section of the article.

Tactic ERP & CRM’s CRM module

Third Party Module

Tactic ERP & CRM offers a comprehensive third-party module that empowers users to create an unlimited number of third-party entities. This versatile module allows for segmentation of third parties into three categories: new customers, vendors, and prospects. Upon creation, the ERP system automatically assigns unique customer codes to newly added customers, vendors, or prospects. The flexibility extends to the ability to modify these codes at any time.

For B2B companies, the third-party module facilitates the addition of other businesses as customers, complete with the option to incorporate their company logos for easy identification. Managing the lifecycle of these third parties is simplified to a single click, making it effortless to update their status. Furthermore, users can customize the preferred language, define discounts, and set prices – all within the same intuitive interface. To accommodate diverse customer requirements, extra fields can be seamlessly added.

Quotation Module

The Quotation module streamlines the creation of commercial proposals or quotations by simplifying the incorporation of data into predetermined fields. As proposals are generated, Tactic automatically updates the agenda module, providing users with a consolidated view that facilitates easy tracking. The lifecycle of commercial proposals can be managed by changing their status, with options including draft, validated, signed, or refused. Notably, even already-signed or refused proposals can be reopened with a single click. The module supports the export of quotations, and online signatures can be seamlessly implemented.

Sales order Module

The Sales Order module enhances the customer order process by allowing users to create detailed sales orders. These orders encompass vital details such as customer contact information, product quantity, pricing, terms, and conditions. Importantly, sales orders can be converted into invoices, streamlining the entire invoicing process. Similar to other features, sales orders can be defined based on their lifecycle. However, it's crucial to note that once a sales order is validated, it cannot be deleted.

Shipment Module

The Shipment module offers a convenient way to create shipments directly from invoices, enhancing the overall user experience within the CRM module of the ERP solution. This feature allows for the easy management and tracking of shipments directly within the same interface. Users also have the flexibility to reopen shipments as needed.

Contract Module

The Contract module simplifies the management of business contracts within the Tactic ERP & CRM solution. Users can effortlessly create contracts by populating the predetermined fields, and these can be modified while still in the draft format. Once contracts are validated, they become immutable – they cannot be modified or deleted. Additionally, the module supports the management of subscriptions directly associated with customers and vendors, and quotations can also be handled from this central hub.

Intervention Module

The Intervention module plays a crucial role in addressing urgent requests that require immediate attention. Valued customers or members with critical requests can have their interventions managed seamlessly through this module. The one-step process of creating an intervention involves incorporating essential information into predetermined fields. Users also have the option to attach various files to interventions as needed.

Tickets Module

The Tickets module serves as a comprehensive customer interaction tracker, documenting all queries or issues throughout the customer journey. Customers can create tickets through both internal and external interfaces, and businesses can easily track and manage these from the dedicated ticket module.

Knowledgebase Module

The Knowledge Management module streamlines the organization-wide availability of critical information, reducing the time needed to resolve internal and customer queries. Knowledge base articles can be linked to tickets, providing customers with access to relevant information when needed.

Partnership Module

Lastly, the Partnership Management module empowers businesses to efficiently manage relationships with customers, vendors, and other third parties. The module facilitates the creation of new partnerships by populating predetermined fields, and these partnerships can be validated, approved, or terminated with just a few clicks, ensuring a seamless process.

Comparison between Odoo CRM and Tactic ERP & CRM

In this section of the article, we are going to compare Odoo CRM and Tactic ERP & CRM along with the features, pricing and other important aspects. The comparison is presented below,

Analysis

The comparison table suggests that both of Odoo CRM and Tactic ERP & CRM have their individual features, which support all the need of the customers properly. However, analyzing which one is better than another is quite tough to perform.

Odoo CRM is an open-source software solution that is free to use with limited features. Tactic ERP & CRM is a paid SaaS that is vaster than Odoo. Tactic’s feature set might be less in number than that of Odoo, but the Tactic’s modules are more prominent and work better. For understanding better, you can try Tactic Demo.

Now if we talk about the pricing then Odoo is free, which is certainly beneficial for start-ups. However, they do not provide access to every feature for the free version. Whereas Tactic ERP & CRM offers up to three months free. You can contact ALSOFT for detailed discussion on the same.