Partner Capital Advisors

Partner Capital Advisors is a municipal advisory firm supporting charter schools through

facilities 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.