Customer reference
FLXON
We are headquartered in Charlotte, N.C., and are an international industry leader for the flexographic and rotogravure printing industries in the USA, Canada, Mexico and Latin America. We manufacture and distribute a range of products and expert solutions with an emphasis on print efficiency through advanced technology, a strong focus on quality and sustainability, and our role as a trusted advisor to printers.
Industry
Location
Charlotte, North Carolina (US), United States
Implemented by
Case on Odoo
The context
Optimising CRM and accounting to support international growth
FLXON is a leading manufacturer in flexographic and rotogravure printing, serving printers across the USA, Canada, Mexico and Latin America from its headquarters in Charlotte, North Carolina.
Before the project, FLXON relied on CRM and accounting tools that did not fully support its growing international operations, resulting in manual work, fragmented information, and limited visibility across customers, suppliers, and financial data.
The aim was to secure reliable, real-time information on customers, sales and finances, streamline internal processes and give management the visibility needed to support continued expansion across the Americas.
Their needs
Stronger CRM and accounting foundations for a growing manufacturer
The client wanted to improve the management of their CRM and accounting to support their expansion, and turned to Captivea for an Odoo integration approach tailored to their specific objectives.
- Improve CRM management to better support relationships with printers across multiple countries.
- Strengthen accounting processes with a modern, integrated system based on Odoo.
- Centralise operational and financial data to reduce manual handling and inconsistencies.
- Have clarity and assurance on feasibility, budget, approach and timeline before committing to a full deployment.
The proposed solution
A structured Odoo analysis to ensure a successful ERP project
Captivea began the project with a complete analysis of FLXON's Odoo environment, organising business discovery workshops by theme and stakeholder group to deeply understand their processes. This work produced detailed deliverable documents describing how Odoo Inventory, Purchase, Accounting and CRM would be used, confirming feasibility, clarifying the implementation approach and timeline, and giving FLXON a solid budget and roadmap for their ERP evolution.
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 understand and confirm how we will deliver the project
- 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
Finance
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time savings
- Centralised organisation of financial documents
- Generate quotations in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gains
- Centralised management of leads and customers, increasing 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
Does your project look like this?
Discuss your challenges with an expert in your industry.