Nos références
Partner Capital Advisors
Partner Capital Advisors is a municipal advisory firm supporting charter schools throughfacilities planning and financing. As client engagement and internal coordination became
more demanding, the firm needed a more structured way to manage customer data,
streamline communication, and track work progress efficiently.
Synavos is implementing a tailored Odoo 18 Enterprise CRM solution for Partner Capital
Advisors. The setup covers customer data management, automated email handling, and work
progress tracking, helping the firm build stronger visibility, better process consistency, and a
more scalable CRM foundation. Finance/Assurance
Patterson Flynn
The brand is among the foremost American manufacturers of luxurious bespoke rugs andcarpets. However, the brand needed help creating a digital presence. Their backend system
struggled with various issues, such as data transcription, accounting, invoicing, valuations, and
email distribution, posing a threat to their reputation. Brainvire's Odoo ERP system effectively
streamlined its operations, optimizing sales, inventory, purchase, finance, data transformation,
email forwarding, and CRM. This resulted in a thriving omnipresence and a reinforced brand,
setting the brand apart in the competitive market. Finance/Assurance
Pivot Aide Consulting, Pivot Aide Consulting
Pivot Aide Consulting provides expert accounting and financial consulting services to help businesses streamline their operations and optimize financial strategies. Their tailored solutions assist companies in navigating complex financial landscapes with ease and precision.Finance/Assurance
Reliance Partners
Industry: Trucking InsuranceAbout Company: Reliance Partners was incorporated in 2009 by a group of
individuals with a common goal: to be the best independent agency in the
insurance industry. Now, this Tennessee, USA based company offers
commercial insurance products. Finance/Assurance
Smallbiz Controller LLC
Smallbiz Controller helps small businesses strengthen both their financial operations and the systems behind them. We partner with founders to improve reporting, cash flow visibility, internal processes, and day-to-day financial control so the business can grow on a stronger foundation. For companies implementing Odoo, we bring the accounting and operational perspective needed to make sure the system supports better decisions, cleaner workflows, and more reliable financial insight. Finance/Assurance
