Odoo is widely recognized for its modularity, flexibility, and user-friendly design. However, many users only scratch the surface of its capabilities. Beyond the commonly used features like CRM, Inventory, and Accounting, Odoo has some lesser-known but highly impactful functionalities that can enhance business operations. In this article, I will highlight some overlooked features in Odoo that can help businesses maximize efficiency.
1. Automated Actions: The Power of Low-Code Automation
Most Odoo users rely on scheduled actions or manual workflows, but Odoo’s Automated Actions allow businesses to implement rule-based automation without needing custom development. With automated actions, you can:
- Automatically update records based on conditions.
- Send custom notifications when certain criteria are met.
- Trigger actions such as changing order statuses, updating fields, or even executing server actions.
This feature reduces manual work and increases process efficiency, making it ideal for businesses looking to streamline repetitive tasks without writing a single line of code.
2. Studio App: Customization Without Code
The Odoo Studio module is an underrated powerhouse that enables users to customize views, fields, and workflows without technical knowledge. It allows businesses to:
- Create new models, menus, and fields without modifying the core code.
- Design custom views, reports, and dashboards.
- Automate workflows using visual tools.
For companies that lack an in-house developer, Odoo Studio provides an intuitive way to adapt the ERP system to their needs.
3. Website Form Builder: A CRM Lead Magnet
Many businesses invest in third-party form builders, unaware that Odoo’s built-in Website Form Builder can serve the same purpose. It allows companies to:
- Collect leads and automatically link them to the CRM module.
- Customize forms with drag-and-drop functionality.
- Trigger automated actions, such as sending emails or assigning leads to sales teams.
This feature eliminates the need for external tools and seamlessly integrates lead generation with business workflows.
4. Multi-Company & Multi-Currency Support
Odoo’s Multi-Company & Multi-Currency support is a game-changer for businesses operating across different regions. It allows:
- Managing multiple companies with separate or shared resources.
- Handling transactions in multiple currencies with real-time exchange rate updates.
- Consolidated reporting across different business entities.
This feature is particularly valuable for growing businesses that expand into international markets.
5. Email Template & Mass Mailing Features
Many businesses use third-party tools for bulk emails, but Odoo has a built-in Mass Mailing feature that integrates directly with CRM and Sales. Users can:
- Create personalized email templates.
- Segment contacts based on behavior, sales history, or custom fields.
- Track email open rates and engagement directly from the ERP system.
By leveraging Odoo’s native email marketing tools, businesses can reduce dependency on external software and maintain data consistency.
Conclusion
Odoo is far more powerful than many users realize. By unlocking features like Automated Actions, Odoo Studio, Multi-Company Support, and the Website Form Builder, businesses can optimize their workflows without relying on excessive customization. The key to getting the most out of Odoo is exploring beyond the obvious features and integrating these hidden gems into daily operations.