Odoo CRM & Subscription Functional Access Matrix
This document summarizes the availability of CRM, subscription, and integration functionalities across different Odoo deployment options: Odoo Cloud, Odoo.sh, and Odoo On-Prem. It is designed to help you plan phased migrations.
✅ Legend
| Symbol |
Meaning |
| ✅ |
Fully supported (standard) |
| ⚠️ |
Limited or indirect support |
| ❌ |
Not supported |
| 🛠️ |
Requires customization / technical deployment |
🧩 Functional Availability Matrix
| Functionality / Feature |
Odoo Cloud |
Odoo.sh |
Odoo On-Prem |
Notes |
| res.partner contact management (tags, hierarchy) |
✅ |
✅ |
✅ |
Standard in all |
| CRM lead management & pipelines |
✅ |
✅ |
✅ |
No restrictions |
| Website forms → CRM pipeline |
✅ |
✅ |
✅ |
Native form integrations |
| Subscription service management (sale.subscription) |
✅ |
✅ |
✅ |
Available via Subscriptions app |
| Recurring invoicing from subscriptions |
✅ |
✅ |
✅ |
Managed via plans & renewals |
| Online payments via Stripe/PayPal integration |
✅ |
✅ |
✅ |
Preconfigured payment acquirers |
| Accounting follow-up / payment reminders |
✅ |
✅ |
✅ |
Setup in Accounting > Follow-ups |
| Website, Blog, Forum, Live Chat |
✅ |
✅ |
✅ |
All available under Website modules |
| REST API / JSON-RPC / XML-RPC access |
❌ |
✅ |
✅ |
Requires Odoo.sh or On-Prem to use server APIs |
| API Key authentication for external integration |
❌ |
✅ |
✅ |
Only available with full API access |
| Custom models / views / automation scripts |
❌ |
✅ |
✅ |
Requires developer access |
| n8n / external workflow tool integration |
⚠️ (limited) |
✅ |
✅ |
Cloud can only use email/webhook connectors |
| Odoo Studio for light UI extensions |
✅ |
✅ |
✅ |
Useful for small customizations |
| Scheduled server-side automation (Python) |
❌ |
✅ |
✅ |
Use scheduled actions or cron |
| Custom Python modules or backend logic |
❌ |
✅ |
✅ |
Requires code deployment |
| BI access to PostgreSQL / raw database |
❌ |
⚠️ (via export) |
✅ |
Only On-Prem has direct DB access |
🗂️ Summary by Deployment Type
✅ Odoo Cloud
- Best for: Marketing, website, basic CRM, invoicing, subscriptions.
- Lacks: Server-side API access, integration scripts, custom logic.
- Recommendation: Use Cloud for phase 1; extract value from built-in apps.
⚙️ Odoo.sh
- Best for: Medium-scale deployments with automation & integration needs.
- Adds: Full API access, backend automation, n8n workflows, custom modules.
- Managed by Odoo (hosting & CI/CD).
🧩 Odoo On-Prem
- Best for: Full control, advanced system integration, custom business logic.
- Adds: Direct DB access, external system links, local data compliance.
- Requires internal DevOps or IT team.
📌 Phased Rollout Recommendation
| Phase |
Recommended Platform |
Reason |
| Phase 1: Contact unification, website, CRM |
Odoo Cloud |
Leverage built-in features without code |
| Phase 2: API-driven lead sync, workflow, subscription entitlement check |
Odoo.sh |
Unlock API, n8n automation, custom scripts |
| Phase 3: Deep integration with external platforms, BI, IoT |
Odoo On-Prem (optional) |
Full flexibility for enterprise-scale needs |