Evertech IT Infrastructure

Leveraging years of industry expertise, Evertech's team of highly skilled professionals provides customized IT solutions and services to optimize your technology and fuel your organization's growth.

What they wanted:

• The right tool for their growth 
• A system that would efficiently manage daily work and enhance collaboration with their remote finance team based abroad.
• The drawn-out sales cycle demanded a solution that could streamline CRM, lead management, invoicing, sales processes and financial operations.
• Evertech also wanted a solution to handle customer support tickets, including tracking problems and meeting service level agreements (SLAs).

To boost efficiency, productivity, and profitability while staying within budget, Evertech chose Odoo 17 as their preferred business management solution, recognizing its value for IT services companies.

• Modules: CRM, Sales, Purchase, Inventory, Project and Helpdesk
• Phase 1 was optimization of the Purchase, Sales and Accounting processes & CRM for seamless management of leads and opportunity.
• Phase 2 was integration of Odoo Helpdesk allowing efficient management of customer inquiries, issues and SLA’s.
• The Project module in Odoo helped manage projects, tasks, and timelines, instead of relying solely on the sales order cycle - ensuring timely delivery and adherence to budget constraints.