Customer reference
Carvivo
Founded in 2016, Carvivo develops a SaaS-based lead management software solution to support automotive dealers in transforming their business and tapping into the opportunities created by digital transformation. To achieve this, we have created the Carvivo Contact application and provide services to dealerships to build customer loyalty and increase sales.
Industry
Location
Paris, France
Implemented by
Case on Odoo
The context
From fast-growing SaaS scale-up to an ERP structured for growth
Carvivo is a Paris-based SaaS provider that develops lead management software for automotive dealers, combining the Carvivo Contact application with services that help dealerships build customer loyalty and increase sales.
Before the Odoo implementation, Carvivo was growing quickly, managing a large lead volume and hundreds of dealership clients without a single, comprehensive system to streamline all its internal activities and service delivery processes.
For Carvivo, the key priority was to establish a reliable, scalable backbone for its operations, align its internal teams around shared processes, and ensure it could continue to support dealerships effectively while sustaining rapid growth and high customer satisfaction.
Their needs
A comprehensive, customised ERP to structure all Carvivo activities
Looking for a comprehensive tool to manage all its activities, Carvivo chose Odoo ERP and wanted it customised to the specific requirements of its automotive dealership clients.
- Implement a single ERP platform to manage all internal activities and services.
- Customise Odoo to the specific operational requirements of automotive dealerships.
- Gain clear visibility and control over processes as lead volumes and the client base grow.
- Work with an Odoo partner who can provide clarity and confidence on feasibility, budget, approach and timelines.
The proposed solution
An in-depth Odoo environment analysis to prepare a tailored ERP rollout
Captivea Luxembourg began the project with a comprehensive analysis of Carvivo’s Odoo environment, conducting business discovery workshops by theme and user group, creating detailed deliverable documents, presenting and refining them based on feedback, and using these outcomes to confirm feasibility, finalise the budget and timelines, and define how Odoo ERP would be customised for Carvivo’s dealership-focused business.
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
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables 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
Websites
Finance
Human Resources
Productivity
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate Quotes in a Few Clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, improving sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation 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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