Odoo for service companies

Offer your customers the highest quality of service! The All-in-One Business Software Odoo helps service companies to organize and handle all operational processes smoothly, flexibly and efficiently.

Convenient 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
Create and send invoices automatically
Generate Subscription Template with Predefined Period
Invoices by calendar period / Invoice in advance
Charge subscriptions by usage or services
Automatic creation of credit notes after change or Termination of a subscription
Combine all subscriptions in one invoice

Odoo Project management

Making agile project management easy.

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 the processing and evaluation of Leads
Define and trigger 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 quotations from templates, product and service variants, price lists, units of measure, etc. and convert them into sales orders
Upselling through display of additional products, product configurator, discounts or closing triggers
Customer support directly via offers incl. automatedCorrespondence archiving

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.

Für die Schweiz, Deutschland und Österreich hat braintec spezielle länderspezifische Standards für eine digitalisierte und rechtssichere Finanzbuchhaltung geschaffen.

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, Buildingblocks, shapes and
Animations
Create your own design templates
Use of copyright-freePhotos, videos and illustrations
Automatic image resizing and easy image editing with integratedGraphic 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.