Customer reference
OCapital Rénovation
OCapital Rénovation specializes in renovation work for both professionals and individuals, working on commercial spaces, houses, and apartments. Their services include stripping (gutting spaces), carpentry (doors, windows, gates), facade renovation (moisture treatment, facading, painting), insulation (interior and exterior), as well as plumbing and electricity (installations, compliance updates, maintenance). Expect the quality and expertise of a professional for your projects.
The context
Renovation specialist structuring its project management with Odoo
OCapital Rénovation is a construction company based in LA FERTE-BEAUHARNAIS, France, specializing in renovation work for professionals and individuals across commercial spaces, houses, and apartments.
Before the project, renovation activities and client follow-up were not yet centralized in a single ERP, making it harder to coordinate projects, track information consistently, and gain clear visibility over operations and productivity.
The stakes were to secure reliable project tracking, better control of costs and deadlines, and a more structured client follow-up process in order to support growth and maintain a high level of service quality.
Their needs
Structuring renovation project management and client follow-up with Odoo
OCapital Rénovation wanted to integrate Odoo into their renovation project management to enhance operations, boost productivity, and streamline client follow-up processes.
- Integrate renovation project management into a single, coherent Odoo environment.
- Centralize customer and project information to avoid scattered data and manual re-entry.
- Improve tracking of time spent on projects to better control costs and deadlines.
- Strengthen client follow-up and communication throughout each renovation project.
The proposed solution
An Odoo ERP foundation tailored to renovation activities
Captivea Luxembourg started the project with a complete analysis of OCapital Rénovation’s Odoo environment, then structured an Odoo ERP solution based on CRM, Sales, Project, Timesheet, and Email Marketing. This setup centralizes information, automates key processes, and provides a single source of truth for managing renovation projects from first contact to delivery and client follow-up.
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.
Marketing
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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