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BatiSafe SAS
101 Rue Maurice Herzog
73420 Méry
Francia

BatiSafe SAS

Overview of BATISAFE SAS Project

Sector empresarial

Construction - Building consulting & engineering

Installed solution

Odoo ERP

Número de empleados

11 - 50 empleados

Número de licencias

16

Año de integración

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.

SUS NECESIDADES

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.

LA SOLUCIÓN PROPUESTA

El primer paso de este proyecto es realizar un análisis completo del entorno Odoo del cliente.

Objetivos de análisis

  • Para estar tranquilo sobre la viabilidad
  • Demostramos que comprendíamos su negocio.
  • Para confirmar un presupuesto
  • Para saber y confirmar cómo lo haremos
  • Conocer la línea de tiempo

Procesos de análisis

  1. descubrimiento de negocios
  2. Talleres Por tema / grupo de personas / dominios
  3. Crear los documentos entregables
  4. Preséntalo
  5. Gestionar la retroalimentación

Módulos instalados de Odoo

Ventas

CRM

Sales

Cadena de suministro

Purchase

Beneficios y retorno de la inversión

Ahorro de tiempo

  • Reduction of errors thanks to automated processes
  • Reduced signing delays with a smooth digital platform
  • Centralization of customer information
  • Automation of quotes and invoices

aumento de la productividad

  • Simplified customer data analysis
  • Reduced order processing times
  • Optimized electronic signature process

Aumento de las ventas

  • Secure and fast signing process
  • Better cash flow management
  • Real-time tracking of expenses and purchases
  • Improved customer relations