CRM (Customer Relationship Management) > Odoo ERP Self Hosted
Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.
CRM (Customer Relationship Management)
Odoo ERP Self Hosted
Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Sometimes you just need to be able to tweak everything to work just the way you want it to. While most apps let you customize some settings, there’s almost no way you can deeply change the way that product works. Your best bet is just to find another app that works better for your needs, or perhaps code your own.Except that’s not a very good solution at all. A better idea would be to use a product you can customize, like an open source app you can host on your own servers, add extensions that work the way you want, and change the core code that makes the app tick if you really want. That’s exactly how OpenERP—now known as Odoo ERP—works.Read MoreImagine WordPress crossed with Podio, and you’ll get somewhat of an idea of how Odoo ERP works. It’s a Python based web app that you can download and run on your own computer or server, or you can use a hosted version of Odoo for $15/app/user each month (or $13/app/user/month if you pay annually), with extra fees for data import and custom design. You’ll get the core Odoo app that ties everything together, with an interface that’s somewhat reminiscent of the basic webmail apps you often get with standard hosting accounts. It lists the apps you’ve enabled along the top, with navigation links on the left sidebar for the app or view you’re currently using.And, from the settings pane, you can enable any of the over 30 apps available. There’s tools for CRM, invoicing, project management, instant messaging, sales, employee directories, and more. Then, there’s hundreds of integrations that let you tie OpenERP to your bank, suppliers and more, or add extra features to the existing apps.Each of the apps have their own unique features, but they’re all tied together with a consistent interface and reporting. You’ll add new info—whether it’s projects, tasks, contacts, products, or anything else—in a single page view that prominently lists the name of the item, followed by data fields that are relevant for that entry which will be pre-populated by other info you’ve saved. Your CRM data will show up in your projects, and messages from any app will show up in your main dashboard.You’ll also find many unique ways to view your data in Odoo. You’ll find standard list, form, and calendar views in many of the apps, along with more specialized views like Kanban. The Kanban interface, similar to the one popularized in Trello, gives you an easy way to graphically organize your projects, move your CRM opportunities and leads through their process, and more. There’s also the popular Gantt view in the calendar and project management apps, to help you easily see where your team’s time is going at a glance.Thanks to the sheer number of things Odoo can do, it can be a bit confusing to start using it at first, whether you’re using the hosted version or running it on your own. But, once you get everything added for your team, it all starts to come together. Odoo ERP Self Hosted is an especially great option for managing your CRM, projects, and more if you’d like to host your team’s internal apps yourself, or if you’ve wanted an app that can let you do everything under one roof.
Integrations
New Database
Triggers when you add a new database.
New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Module
Triggers when you add a new model.
New Note
Triggers when you add a new Note. You will need to have the Note module installed.
New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Record
Triggers when a new record is added in a model (choose any model you have installed).
New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
New Calendar Todo
Triggers when you add a new Calendar Todo. You will need to have the Calendar module installed.
New User
Triggers when you add a new User. You will need to have the Users module installed.
Create Calendar Event
Create a new Calendar Event.
Create Lead/Opportunity
Create a new Lead/Opportunity.
Create Note
Create a new Note.
Create Product
Create a new Product.
Create Record
Create a new record in a model of your choice.
Create Project Task
Create a new Project Task.
Create Calendar Todo
Create a new Calendar Todo.
Create User
Create a new User.
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