SMS srl
Client description
Worksphere designs and furnishes functional and aesthetic workspaces, combining ergonomics, design, and performance. The company manages tailored projects for professional clients, from lead generation to final delivery.
Industry
Professional workspace design & fit-out
Apps used
CRM, Sales, Accounting, Invoicing, Analytic Accounting, Documents
Objective
To centralize commercial, financial, and analytical processes within Odoo in order to improve project oversight, ensure data reliability, automate invoicing, and closely monitor estimated vs actual profitability.
Challenge
Before using Odoo, Worksphere relied on several disconnected tools to:
Manage commercial opportunities
Create complex quotes (via pCon)
Invoice customers and suppliers
Analyze actual project profitability
This fragmentation resulted in: Limited global visibility Frequent double data entry Significant time loss at each stage
Solution
The Odoo integration was structured around five key pillars:
CRM & opportunity tracking
Full CRM setup in Odoo
Lead, contact, and sub-contact management
Activity tracking directly linked to quotations
Quotation import from pCon
Structured import with management of sales/purchase prices and discounts
Unique quote ID system for full traceability
Clearly structured quotations: sections, descriptions, VAT rates
Project profitability analysis
Dual view: estimated vs actual profitability
Training provided for reading analytic reports
Automatic assignment of analytic accounts to each invoice
Invoicing & data entry
Customer and supplier invoices generated directly in Odoo
Automated invoice entry using OCR-enabled PDF reading
Automated bank reconciliation (CODA)
Centralized & localized accounting
Full setup of Belgian localization
Shared responsibilities: general accounting (Thomas), project analytics (Bruno)
Results
All workflows centralized in Odoo
Reliable tracking of project profitability
Fast and accurate invoice generation with integrated controls
Improved collaboration across sales, project, and accounting teams
Time saved at every stage, with fewer duplicate entries
