Customer reference
Korrekt Immo
Korrekt Immo is a real estate agency specializing in rental, sale, and purchase services for properties. Located in Luxembourg, it offers a range of solutions to meet the needs of property owners and buyers. The company distinguishes itself through its local expertise and commitment to providing personalized services to facilitate real estate transactions.
The context
Optimizing an existing Odoo for a growing real estate agency
Korrekt Immo is a real estate agency based in Luxembourg, supporting property owners and buyers with rental, sale, and purchase services while relying on its strong local expertise and personalized support.
Before the project, Korrekt Immo was already running its operations on Odoo but without dedicated guidance on how to configure, use, and evolve the system. The team lacked a clear validation of the existing setup, had questions about the best way to structure their processes, and needed more confidence in their financial and operational reporting.
The stakes for Korrekt Immo were to secure a reliable ERP foundation for its real estate activities, gain trustworthy financial information, streamline daily tasks, and ensure that future developments on Odoo would be both feasible and aligned with their budget and timeline.
Their needs
Clarifying and securing the use of Odoo ERP
Korrekt Immo, already using Odoo, sought Captivea's expertise to receive specialized assistance in optimizing and managing its Odoo instance.
- Obtain specialized support to optimize and manage their existing Odoo ERP.
- Be reassured about the feasibility of planned improvements and the approach to be followed.
- Gain clear visibility on the project budget and the implementation timeline.
- Ensure that their real estate business processes were fully understood and properly reflected in Odoo.
The proposed solution
A structured analysis of the existing Odoo environment
Captivea began by performing a complete analysis of Korrekt Immo’s Odoo environment through business discovery and themed workshops with the different stakeholders. This analysis produced detailed deliverables describing processes and recommendations around Accounting, Invoicing, Sales, and Project modules, with the objective of centralizing information, automating repetitive tasks, improving user-friendliness, and preparing a clear roadmap for time savings, productivity gains, and better financial visibility.
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
Finance
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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