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Klima-Agence G.I.E.
2 Circuit de La Foire Internationale
Kirchberg 1347
Luxembourg
https://www.klima-agence.lu/fr

Klima-Agence G.I.E.

Overview of the klima-agence G.I.E Project

Business sector

Public Administration - Environmental & energy services

Installed solution

Odoo ERP

Number of employees

11 - 50 employees

Number of licenses

46

Year of integration

2024

ERP Integrator

CAPTIVEA Luxembourg, Europe - Odoo Partner

Odoo Link
Klima-Agence

WHO IS klima agence?

Klima-Agence helps you carry out your sustainable housing and mobility projects.

It offers guidance on home insulation, sustainable construction, reducing energy consumption, and eco-mobility. The agency supports individuals and professionals in their efforts to improve energy efficiency, reduce their environmental footprint, and promote a more sustainable lifestyle.

THEIR NEEDS

Klima-Agence was looking for an ERP to centralize request management, track advisory services provided to citizens, and organize on-site appointments. They chose Captivea for our Odoo expertise and our ability to tailor the solution to their specific needs as a public service organization.

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

Services

Project

Field Service

Appointments

Marketing

Email Marketing

Events

Marketing Automation

Finance

Sign

Sales

CRM

Websites

Website Builder

Human Resources

Employees

Productivity

 Dashboard

Customization

 Odoo Studio

Benefits & Returns on investment

Time saving

  • Automated project tracking
  • Automated scheduling of interventions
  • Quick and intuitive appointment booking
  • Instant performance visualization
  • Simplified document management and customized workflows
  • Centralization of marketing data

Productivity gain

  • Simplified task coordination among team members
  • Real-time tracking of interventions
  • Automated confirmations and reminders
  • Clear visualization of performance and key indicators
  • Automation of multichannel marketing campaigns

Increase in sales

  • Maximization of resources assigned to interventions
  • Smooth team coordination with centralized schedules
  • Instant overview of key performance
  • Intuitive interface customization to improve user experience
  • Optimization of sales strategies with precise real-time analytics

Benefits & Returns on investment

Time saving

  • Automation of adjustments and subscription changes
  • Direct access to maintenance history
  • Fast candidate filtering
  • Automated email campaigns
  • Immediate access to time history for optimized management

Productivity gain

  • Simplified communication between teams for better coordination of tasks
  • Optimization of routes and itineraries
  • Simultaneous posting on multiple social media platforms
  • Quotes and invoices generated in just a few clicks and faster transaction processing

Increase in sales

  • Better cash flow
  • Real-time sales performance tracking
  • Improved visibility on performance to adjust commercial strategies
  • Professional image with structured, timely interactions
  • Forecasting needs for proactive management