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BatiSafe SAS
101 Rue Maurice Herzog
73420 Méry
France
http://batisafe.fr

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

  1. Business discovery
  2. Workshops By theme / group of people / domains
  3. Create the deliverables documents
  4. Present it
  5. Handle feedback

Odoo installed modules

Finance

Accounting

Sign

Sales

CRM

Sales

Supply Chain

Purchase

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