BatiSafe SAS

Overview of BATISAFE SAS Project

Secteur d'activité	Construction - Building consulting & engineering
Installed solution	Odoo ERP
Nombre d'employés	11 - 50 employés
Number of licenses	16
Year of integration	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.

THEIR NEEDS

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 SOLUTION PROPOSEE

La première étape de ce projet consiste à effectuer une analyse complète de l'environnement Odoo du client.

Objectifs d'analyse

Être rassuré sur la faisabilité
Montrer que nous comprenons leur activité
Confirmer un budget
Savoir et confirmer comment nous allons procéder
Connaître le planning prévisionnel

Processus d'analyse

Découverte de l'entreprise
Ateliers par thème / groupe de personnes / domaines
Créer les documents relatifs aux livrables
Présenter le rapport d'analyse
Prendre en considération les feedbacks

Modules Odoo installés

Benefits & Returns on investment

Time saving

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

Productivity gain

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

Increase in sales

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