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Mobilease

Overview of the mobilease Project

Business sector

Finance/Insurance - Fleet Management Consulting

Installed solution

Odoo ERP

Number of employees

11 - 50 employees

Number of licenses

2

Year of integration

2025

ERP Integrator

CAPTIVEA France, Europe - Odoo Partner

Odoo Link

SAS MOBILEASE

WHO IS mobilease?

Mobilease is an independent firm specializing in the optimization of automotive fleets for small and medium-sized businesses as well as mid-market companies. We offer comprehensive support, including fleet audits, calls for tenders, outsourced or shared vehicle management, and advice on e-mobility solutions and alternative transportation options.


With our experience across multiple brands and lessors, we help our clients reduce costs (TCO), take advantage of negotiated conditions, and stay up to date with developments in the automotive market, while also addressing the challenges of energy transition.


Our approach is based on personalized support and tailored solutions for each company, balancing economic performance with environmental responsibility.

THEIR NEEDS

The client was managing their data via Excel, which was cumbersome and prone to errors, and wanted to centralize and automate their information in an ERP.
Captivea created a custom module on Odoo Studio, fully integrated with standard apps (accounting, sales, quotes, and invoicing), enabling efficient management of their vehicle fleet while leveraging Odoo’s flexibility.

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

Invoicing

Sales

CRM

Sales

Benefits & Returns on investment

Time saving

  • Centralized organization of financial documents
  • Generate Quotes in a Few Clicks
  • Optimized payment tracking, with automatic reminders
  • Centralization of customer information
  • Optimized order tracking

Productivity gain

  • Improved accuracy of financial reports through automation tools
  • Improved visibility on transactions
  • Enhanced opportunity tracking with more targeted actions to increase conversion rates
  • Smoother order processing with real-time stock tracking

Increase in sales

  • Reduction of accounting errors
  • Automated payment tracking
  • Improved communication with customers through a 360° view of their history
  • Simplified quotes and invoices