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Method CRM vs Odoo : Which is a better fit?

Updated on February 12th, 2025
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Summary
Key features rated by users
Features selected based on 14,198 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.5
Lead Management
4.5
Sales Pipeline Management
3.9
Reminders
--
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.1
Lead Management
4.2
Sales Pipeline Management
3.9
Reminders
4.0
User satisfaction
4.2
User reviews118
Ease of use
3.9
Functionality
4.1
Value for money
3.9
Customer support
4.1
4.2
User reviews1,219
Ease of use
4.0
Functionality
4.2
Value for money
4.1
Customer support
3.9
Price starts from
/user
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

QuickBooks users, meet Method: the smarter way to manage leads, track sales, improve customer service, and automate tasks. Say goodbye to double data entry and hello to more time for what matters.

Odoo open source software exists to help everyone, from people who just need a blog to big companies that need a full ERP. The software is flexible and can be adapted to SMEs or large corporations.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-0fa5ae83-87ed-4203-ed72-08d911b44095
Joe C
Sales Operations
3.0

Speaker 1: Hi, my name is Joe. I work in healthcare and sales operations. I give Method a three out of five, for more reviews like this click below. So before we looked into using Method CRM, we were using Infusionsoft CRM, currently that's actually now called Keaps CRM. And the reason why we actually made a move was because we needed something that had better integrations with some of our other softwares, mainly QuickBooks for accounting. And that was one of Method's biggest strong suits. So the biggest reason we chose Method CRM was the fact that it had a really great integration with QuickBooks. We were already using QuickBooks at the time, and so it was just perfect to be able to have a really fluid integration with QuickBooks. Also, the entire customization of the Methods CRM dashboard is actually really great. You can add custom fields, custom objects, the entire layout can be totally customized. You can also customize all the automation. That being said, there are a few issues with it, that we ran into glitches that should be resolved. So getting started with Method CRM was actually pretty difficult. There's definitely a learning curve in terms of building the automation yourself. Now Methods CRM does offer their own consulting services, where you can hire a consultant to do some of the automation and customization for you. However, I felt it was overpriced. And so, a lot of the customization fell on my sales operations team to build out. So I would say it was pretty difficult. So I would recommend considering Methods CRM only if you require it for QuickBooks integration or you have a very simple business without a lot of complexity. I think that it's a great CRM, as long as you don't have tons of complexity that you need to throw at Method CRM. It's great for QuickBooks and accounting, but it's a little bit more difficult as far as integrations. In order to integrate you have to use... go through Zapier, or there's maybe a slew of others that might be actually integrated, but without doing a Zapier integration, you're kind of out of luck. So that's one thing that you should really consider, is how many integrations do I need to do? And am I willing to go through Zapier to get to those. Otherwise, I think that's really all of the considerations you should have.

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video-937e20bd-1fad-4989-6f29-08dc5a838637
Charles M
Mental Performance Consultant
4.0

Charles: Hi, my name is Charles. I'm a mental performance consultant. I've been using Odoo for my personal business and I give it a rank of four out of five. Before using Odoo, I wasn't really using anything, which meant that a lot of responsibilities and task fell on my desk. So I started using Odoo to kind of schedule everything out, make sure I organize everything, work on billing, work on implementing an e-commerce, and also just learning to manage project between the different people that we had collaborating with us. I decided to choose Odoo because I needed a system that was a bit more precise and concise to work with the different people that we had, with the different schools and the different projects. And at the same time, I wanted to use the same platform that was going to allow me to work on billing and invoices without using another software in order to complete that task. So implementing Odoo was fairly simple. Obviously it's a new software which always takes time. But the person that helped me set it up made sure that things were running smoothly and that we didn't really have any issues. The big plus of Odoo was the easy customer service and the fact that the app was very user-friendly for myself, but also the people that was also on board using the platform. The main advice I have for anyone who wants to use Odoo in their business, if you're looking to save time and really you having multiple things to do all the time, Odoo will just help you facilitate those roles and understanding, facilitating and delegating all that work that falls down on your lap, that was a big different changer for me. The biggest thing was just accepting that the business was growing and that I needed help to make sure that every single files were completed on time, which is the main reason and the main advice that I tell you on why you should use Odoo.

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User interface
130389 video thumbnail}
1 Video
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1 Video
130389
5 screenshots
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4 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Method CRM

29/37
  • Campaign Management
  • Customer Journey Mapping
  • Data Security
  • Lead Scoring
  • Marketing Automation
  • Multi-Channel Communication
  • Referral Tracking
  • Territory Management
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Mobile Access
  • Quotes/Estimates
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Odoo

Top Features
33/37
Show CRM Software Features +
Method CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Odoo
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Method CRM
  • By Method Integration
  • Located in Canada
  • Founded in 2010
Odoo
  • By Odoo
  • Located in United States
  • Founded in 2005
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