Renewable energy
Codroipo (UD)
21 Odoo modules
The client
O.E. Solutions SRL designs and installs photovoltaic, plumbing and electrical systems, often tailor-made for the end customer. Around 60 employees.
The challenge
Many separate applications and external files for CRM, accounting and jobs
Redundancies, slowdowns and poor visibility over workflows
A growing number of projects and lead generation channels
The Keytype solution
- Odoo on Odoo.sh, rolled out in phases with one-to-one sessions for each department
- CRM and marketing: multichannel leads and automations
- Sales and quotations linked to projects and jobs
- Jobs with control of time, costs and progress
- Warehouse, purchasing and manufacturing of installation kits
- Accounting with automatic bank reconciliation
- Calendar synchronised with Google
21 active modules: Discuss, Calendar, Contacts, CRM, Sales, Accounting, Documents, Project, Timesheets, Field Service, Helpdesk, Social Marketing, Marketing Automation, WhatsApp, Email Marketing, Events, Purchase, Inventory, Barcode, Manufacturing, Employees and Attendances.
The results
All departments on a single platform
Better coordination between sales, technical and administration teams
Constant control of job timelines, costs and margins
Faster procurement
Growth from 40 to 60 users with no impact on service
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