BatiSafe SAS

Overview of BATISAFE SAS Project

Business sector	Construction - Building consulting & engineering
Installed solution	Odoo ERP
Number of employees	11 - 50 employees
Number of licenses	16
Year of integration	2025
ERP Integrator	CAPTIVEA France, Europe - Odoo Partner
Odoo Link	BATISAFE SAS

WHO IS BATISAFE SAS ?

BatiSafe is a design and project management firm founded in 2007, operating throughout France. The company specializes in fire safety, security, accessibility for people with disabilities, general safety, and energy efficiency. It supports its clients at every stage of their projects, from design to compliance, including renovation and construction of buildings, regardless of their size or use.

With Odoo, BatiSafe now benefits from an integrated solution to centralize its commercial tracking (CRM, sales) and simplify its accounting management.

THEIR NEEDS

Services in the construction sector, with progress-based invoicing.

The client initially had a 100% standard package. They later moved to a customized plan, although no specific development was actually carried out.

THE PROPOSED SOLUTION

The first step of this project is to perform a complete analysis of the client's Odoo environment.

Analysis objectives

To be reassured on the faisability
Show that we understood their business
To confirm a budget
To know and confirm how we will do it
Know the timeline

Analysis processes

Business discovery
Workshops By theme / group of people / domains
Create the deliverables documents
Present it
Handle feedback

Odoo installed modules

Benefits & Returns on investment

Time saving

Reduction of errors thanks to automated processes
Reduced signing delays with a smooth digital platform
Centralization of customer information
Automation of quotes and invoices

Productivity gain

Simplified customer data analysis
Reduced order processing times
Optimized electronic signature process

Increase in sales

Secure and fast signing process
Better cash flow management
Real-time tracking of expenses and purchases
Improved customer relations