Client Overview
Flexbase is a Switzerland-based company operating in the heavy machinery and industrial rental sector. Their business relies on timely communication, accurate customer data, and efficient management of deals and opportunities across multiple teams.
The Challenge
Before adopting Odoo CRM, FlexBase faced several critical operational challenges that slowed down their sales process and impacted customer management:
- No centralized customer data
- Frequent loss of leads due to scattered information
- No clear overview of customer history or interactions
- Difficulty tracking deals across stages
- No automation to support follow-ups or team workflows
These gaps made it difficult for FlexBase to operate with clarity, responsiveness, and transparency, especially as the company continued to grow.
The Solution: Odoo CRM Implementation by Metanow
Metanow implemented Odoo CRM to bring structure, efficiency, and visibility into FlexBase’s sales and customer management workflows. The implementation included a complete setup tailored to their operational needs.
Key Actions Delivered by Metanow
Configured multiple sales pipelines based on FlexBase’s business structure
- Created clear deal stages that reflect the real workflow from lead to close
- Set up automated actions to support follow-ups, notifications, and workflow consistency
- Cleaned and migrated essential data into the new CRM system
- Integrated the CRM with existing communication tools to support coordinated sales activity
- Customized dashboards and reporting for management and team leaders
- Defined user roles and access levels for team-wide clarity and security
The goal was not only to install the CRM, but to build a structured and intuitive system that supports long-term operational efficiency.
The Results
After implementing Odoo CRM, FlexBase experienced significant improvements across their sales and operational workflows:
Faster response time
Teams can now respond to leads and customers much more quickly.
Higher lead visibility
Every opportunity is tracked in one centralized system.
Better deal tracking
Clear stages make it easy to see where each opportunity stands.
Improved workflow clarity
All teams follow the same structured process, reducing confusion.
Accurate reporting
Management can review performance with real-time dashboards.
Real-time team overview
Leads, deals, and customer interactions are visible across the organization.
More efficient follow-ups
Automation ensures no opportunity is forgotten or delayed.
Conclusion
The Odoo CRM implementation transformed FlexBase’s customer and sales management processes by replacing scattered data and manual tracking with a centralized, automated, and structured workflow.
FlexBase now operates with:
- consistent processes
- improved communication
- real-time insights
- higher efficiency
- and a strong foundation for future digital transformation
This successful CRM implementation represents the first step of a growing digital partnership, soon expanding into Odoo ERP, custom software development, system integrations, and advanced workflow design as part of the next phases with Metanow.