Simplified and automated subscription management
Nine, the leading provider of managed service solutions in Switzerland, manages a large number of subscriptions with recurring invoices. This business process was to be simplified and automated. For this purpose, braintec extended the Odoo subscription module with the following functions:
-
Automated creation of subscriptions from sales orders
-
Generate and send invoices automatically
-
Create subscription templates with predefined time period
-
Invoicing by calendar period / in advance
-
Billing subscriptions by usage or services
-
Automatic creation of credit notes after changing or terminating a subscription
-
Merge all subscriptions into one single invoice
Odoo Project management
Making agile project management easy.
Digitize your
company with
braintec and Odoo!
Optimize your workflow with the following Odoo modules and braintec extensions
CRM
Organize and process your leads and customer activities transparently, structured and efficiently with the Odoo Customer Relationship Management.
-
Single point of contact management incl. complete history overview
-
Reduced data entry thanks to direct import, automatic creation of contacts and duplicate removal
-
Individual assignment and contact rules as well as criteria catalogs for processing and evaluating leads
-
Define and initiate company-specific sequences and actions
Sales
Creating an offer, negotiating the price, signing the contract electronically, issuing the invoice and requesting payment. This is how simple your entire sales process can be handled with the Odoo sales module.
-
Create offers from templates, product and service variants, price lists, measurement units, etc. and convert them into sales orders
-
Upselling by displaying additional products, product configurator, discounts or closing triggers
-
Support customers directly via quotes incl. automated archiving of correspondence
Accounting
With Odoo's accounting module, you automatically synchronize your account statements with your bank, generate professional invoices easily and quickly, and create generic and dynamic financial reports.
For Switzerland, Germany and Austria, braintec has created country-specific standards for digitized and legally compliant financial accounting.
More
Website + eCommerce
Design your individual web appearance with the Website Builder from Odoo. Simple, without any coding effort and with a wide range of design options and features. And with AI, even in just a few clicks!
-
Open source, 100% free, multilingual, responsive
-
Hosting with SSL certificate
-
Design via drag & drop and with different themes, building blocks, shapes and animations
-
Create own design templates
-
Use copyright-free photos, videos and illustrations
-
Automatic image resizing and easy image editing with integrated graphic design tools
-
Real-time visitor analysis
Helpdesk
With Odoo Helpdesk you manage all customer tickets and create customized answer modules or templates for the most common questions. Thanks to an integrated knowledge base, you can quickly and easily provide your customers with the information they need by sending them a link.
Field service
Organize and manage your tasks with the Odoo field service app. No matter where your employees are and with which mobile device they work.
-
Schedule appointments and route
-
Assign tasks
-
Track working hours and create weekly timesheets
-
Sell products
-
Design individual data sheets
-
Invoice your services
-
Create quotes
-
Create reports
Extract of braintec customers who use Odoo for their services





