Customer reference
Carvivo
Founded in 2016, Carvivo develops a SaaS-based lead management software to support automotive dealers in transforming their business and seizing the opportunities generated by digital transformation. To achieve this, we have created the Carvivo Contact application and provide services to dealerships to build customer loyalty and boost sales.
Industry
Location
Paris, France
Implemented by
Case on Odoo
The context
From fast-growing SaaS scale-up to an ERP structured for growth
Carvivo is a Paris-based SaaS provider that develops lead management software for automotive dealers, combining the Carvivo Contact application with services that help dealerships build customer loyalty and boost sales.
Before the Odoo project, Carvivo was growing quickly, managing a large lead volume and hundreds of dealership clients without a single, comprehensive system to structure all its internal activities and service delivery processes.
The stakes for Carvivo were to secure a reliable, scalable backbone for its operations, align its internal teams around shared processes, and ensure it could continue to support dealerships effectively while sustaining rapid growth and high customer satisfaction.
Their needs
A comprehensive, customized ERP to structure all Carvivo activities
In search of a comprehensive tool to manage all its activities, Carvivo chose Odoo ERP and wanted it adapted to the specific needs of its automotive dealership clients.
- Implement a single ERP platform to manage all internal activities and services.
- Adapt Odoo to the specific operational needs of automotive dealerships.
- Gain clear visibility and control over processes as lead volumes and clients grow.
- Work with an Odoo partner able to reassure them on feasibility, budget, approach and timeline.
The proposed solution
An in-depth Odoo environment analysis to prepare a tailored ERP rollout
Captivea Luxembourg began the project with a complete analysis of Carvivo’s Odoo environment, organizing business discovery workshops by theme and user group, creating detailed deliverable documents, presenting and refining them with feedback, and using these results to secure feasibility, confirm the budget and timeline, and define how Odoo ERP will be customized to Carvivo’s dealership-focused business.
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 feasibility
- 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 deliverable documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Website
Finance
Human Resources
Productivity
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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