| Functionality | 4 <p>On paper, Monday offers most of the functionality SMBs will need, including contact and pipeline management, email sequencing, and basic reporting and automation. However, a lot of it seems half-baked e.g. adding multiple pipelines, tracking engagement rates of emails in sequences, or filtering contacts by interaction are either impossible, or only achievable via hacky workarounds.</p> | 4 <p>Odoo claims to offer rich functionality through its numerous modules, but they often aren’t well integrated. For instance, email sequencing is available, but CRM contacts don’t sync properly. Many features feel incomplete, like the shared database for companies and contacts.</p> |
| Ease of Use | 4 <p>As an offshoot of Monday's Project Management tool, many things require workarounds, which is cumbersome and frustrating. Associating leads with contacts requires adding a “mirror column", moving leads into customers requires "data mapping". The terminology is also confusing, contacts are called "items".</p> | 2 <p>This is one of the most confusing CRMs we’ve tried. Syncing Google Calendar requires setting up a Google console API. Filters are hidden behind an unmarked chevron in the search bar. Adding multiple sales pipelines demands creating a sales team first. Many actions require figuring out which module to use, and even adding a custom field needs a separate module. It’s a frustrating experience.</p> |
| Look and feel | 6 <p>The platform is visually acceptable, though the emphasis on bright, engaging colours and customisable icons can make some pages seem cluttered and busy at times. Page loads also aren't the best (2-3 seconds).</p> | 2 <p>The layout is uninspiring, with no color-coding, making it overwhelming. Pages often lag when loading.</p> |
| Customisability | 5 <p>Although you can customise some parts of Monday, the inability to add multiple deals boards and sales pipeline is a major restriction on customisability. It's also lacking some intuitive filters to create useful custom views e.g. see contacts you've recently interacted with and contacted.</p> | 6 <p>Odoo is open-source, allowing full customization if you have technical skills. However, as a ready-made solution, customization is limited. Creating custom fields, reports, and automations requires the “Odoo Studio” module.</p> |
| Ease of Setup | 4 <p>Although Monday offers a self-serve free trial, we found the initial setup (takes >15 minutes) rather challenging during testing. Import was clunky - contacts import as simple text strings rather than structured data objects, requiring time-consuming fixes. Unlike standard CRMs, Monday lacks default relationships between deals and companies - these connections must be manually configured through workarounds. These structural limitations, combined with other quirks, make fully customisation a lengthy process.</p> | 3 <p>Although Odoo offers a self-serve free trial, we found the initial setup extremely challenging (taking >15 minutes). Basic integrations like Google Calendar require complex API configuration in Google Console. Contact import proved more complicated than typical platforms - field mapping involves searching through thousands of options in dropdowns, a consequence of Odoo's hundreds of app/s modules. For the same reason, full customisation of the platform will likely be a lengthy process, typically requiring assistance from Odoo specialist support team.</p> |
| Customer Support | 7 <p>Monday offers live chat support within its platform. Although you have to chat with an AI chatbot, handoff to a human agent is extremely quick. We've found the support we've been given inconsistent - at times, agents give unhelpful advice and direct you to help centre articles, other times, agents are extremely helpful and go above and beyond with personalised loom videos.</p> | 2 <p>We found Odoo’s support lacking. The help center is overwhelming, with articles on all modules but lacking detail. Support is only available through a request form, which is inefficient.</p> |
| Integratability | 8 <p>Monday offers 200+ pre-built integrations, however, these seem to be geared more towards its main offering - Monday Work Management. Although it integrates with most reasonably relevant software, it's missing some CRM-specific connections e.g. prospecting tools like Apollo and Surfe. It does offer an API for custom integrations.</p> | 4 <p>While Odoo offers some pre-built integrations with software like LinkedIn and Google/Outlook Calendar, many are incomplete. Connecting Google Calendar requires enabling APIs in Google Console, which is cumbersome. Odoo lacks key integrations with tools like Slack and JIRA, though it offers an API for custom integrations.</p> |
| Ease of Migration | 5 <p>Basic information such as contacts, leads, deals can be exported into an Excel file. However, the restriction is that dashboards can only be exported as an PDF, though all other info can be exported via an API.</p> | 8 <p>Users can export some key info (contacts, pipeline) and reports via CSV. Other info can also be exported via its API.</p> |
