Europa Educa

Operational fragmentation: Business management was carried out through multiple, non-integrated tools, which made it difficult to see and control processes.

Decentralised communication: Dispersed use of channels such as WhatsApp and email created challenges in following up with customers and business opportunities.

Limited financial management: Basic accounting did not allow for detailed analysis of profitability per project or efficient bank reconciliation.

International invoicing: The diversity of tax regimes required flexible, multilingual invoicing templates capable of adapting to different countries’ regulations.

Process unification: Centralise business operations on a single platform to increase efficiency and reduce errors.

Commercial automation: Improve customer relations through automated campaigns and structured opportunity management.

Advanced financial control: Implement analytical accounting and automate automatic bank reconciliation for greater financial control.

Invoicing internationalisation: Develop multilingual invoicing templates adjusted to each country’s tax regulations.

Odoo Enterprise v17 SaaS: Cloud version with access to multiple up-to-date, secure and scalable business modules.

Active modules: CRM, Accounting, Projects, Email Marketing, Multichannel Communication (WhatsApp, Email), Multilingual Templates and Analytical Accounting.

Integrations: Banking synchronisation, WhatsApp Business integration and email centralisation on the platform.

Comprehensive implementation of modules: Configuration and customisation of CRM, project, accounting and marketing modules aligned with the client’s operations.

Multilingual invoicing templates: Development of budgets and invoices in several languages, adapted to international tax structures.

Communication automation: WhatsApp and email integration with Odoo CRM to centralise customer relationships and automate responses, follow-ups and campaigns.

Analytical accounting and bank reconciliation: Activation of analytical accounting by project and configuration of automatic bank reconciliation to improve financial control.

Operational centralisation: All business areas were integrated into a single platform, eliminating duplication and improving internal coordination.

Improved financial control: Analytical accounting and bank reconciliation provided greater visibility on the profitability of each project.

More efficient customer service: The integration of communication channels made it possible to manage business relationships in a streamlined and professional manner.

Increased productivity and professionalisation: The automation of key processes and team training drove a qualitative leap in operational and commercial management.