Odoo for Service Companies
The Odoo industry solution from braintec consolidates the core processes of service, consulting, finance, and insurance companies into a single ERP system – seamlessly, flexible and efficient.
Business Automation with Odoo
Provide your customers with the highest quality of service! Companies that provide services need end-to-end, automated workflows and a central data repository – from the initial inquiry through project management and time tracking to invoicing.
Service Provider
Plan, record, and automatically bill orders, assignments, service contracts, and recurring services.
Business and IT Consulting
Manage projects by effort, fixed price, or milestone, plan utilization, and monitor budgets in real time.
Trust and Tax Consulting
Organize mandates, deadlines, and annual financial statements, bill flat rates and hourly efforts combined.
Law and Notary Firms
Manage files, deadlines, and documents centrally, create invoices with service descriptions.
Vermögensverwaltung und Family Offices
Manage customer relationships, mandate contracts, and fees transparently, consolidate multiple companies.
Financial service providers and fintechs
Digitize onboarding, contracts, subscriptions, and payment flows, and connect via API with core systems.
Advertising, web, and marketing agency
Manage campaigns, web projects, and retainer contracts, record hours and media budgets per client, and automatically bill hosting or maintenance subscriptions.
Insurances and brokers
Automate sales, customer service, commissions in a single ERP system including customer self-service portal.
Seamless workflows for service providers, consulting, financial, and insurance companies with braintec's Odoo industry solution
CRM and Customer management
- Cloud-based CRM
- Pipeline for offers and mandates
- Lead nurturing and appointment booking system
- Appointment and calendar overview
- Create offers directly from the CRM
Document management
- Document storage with structure per mandate and versioning
- Electronic signature
- EDI interface for secure electronic data exchange
Customer Service
- Central ticketing system
- SLA management
- Omnichannel support for inquiries via email, live chat, website, phone
- Self-service customer portal
Website and Marketing
- Website including blog, forum, live chat, job board, and e-learning
- Newsletter, Social und SMS-Marketing, Whats'App-Kommunikation
- Event organization
Project management and Time tracking
- Project planning with resource and capacity planning
- Mobile time tracking via web, mobile, and timer
- Hourly rates per role, client, or project
- Billing based on effort, flat rate, or milestone
Accounting and Finance
- Automated invoicing for recurring subscriptions or based on effort
- Integrated financial accounting including QR invoice and SEPA direct debits
- Double-entry bookkeeping, cost centers, and analytics
HR
- Employment contracts and personnel files
- Payroll including expenses
- Attendance and absence management
- Payroll accounting
Subscriptions
- Subscription management with contract templates, monitoring of terms for automatic renewals and cancellation periods
- Monthly, quarterly, annual invoicing with automatic debits and proration via SEPA, credit cards
- E-commerce integration and commission accounting
References
These service providers have digitized their business processes with Odoo and braintec.
Alle Referenzen
Reference project weather service provider
For the climate and environmental service provider Meteotest, braintec has digitized the sales and subscription management of their climate and solar service portfolio in Odoo.
- Seamless integration of webshop, CRM, product license management, and invoicing.
- Implementation of the flexible pricing model for customized subscriptions and individual data packages.
- Self-service customer portal for the independent management of purchases as well as API and WebApp access.
- Hybrid sales that can be fully automated through the webshop or flexibly handled through the backend by support.
Read success story
Book your Odoo demo
Discover the benefits of the business software Odoo for your service business in a non-binding demo with braintec – your leading Odoo partner in Switzerland, Germany, and Austria.
Schedule free Odoo consultation here
+41 44 552 01 20
+49 7031 9869011
+43 720 273939Why braintec?
As an Odoo Gold Partner in Switzerland, Germany, and Austria, we support service companies, financial service providers, and consulting firms with efficient and customized Odoo software solutions in their digital transformation.
17
Years of Odoo expertise
80
Odoo Experts
4x
Best Odoo Partner Europe
Agile project management
- Organize tasks via drag-and-drop in flexible Kanban boards.
- Manage resources and deadlines through interactive Gantt charts.
- Employees record their times directly for the respective task, and all booked hours and expenses flow directly into the automated invoicing (Time & Material) without detours and system breaks.