Name of Company: Clearwater Systems Inc.
Location: Akron, Ohio (USA)
Industry: Water Purification
Company Size: 150 Employees
Name of Implementation Partner: Comstar USA
Number of Odoo Users: 128
Tailor-Made for Success
In January of 2020, Clearwater Systems, Inc. was faced with the daunting challenge of finding and implementing a new ERP system, due to the decommissioning of their previous system.
With multiple service centers across the United States, Clearwater needed a platform that would fully integrate their business processes - including: accounting, work orders, service history, inventory, point of sale, rentals, marketing, lead management, and scheduling.
Upon selecting Odoo, Clearwater Systems sought out ComstarUSA of NJ, a company of skilled programmers with a solid understanding of the software, to assist them in the customizations needed to transform the generic software into one uniquely-fitted for the water treatment industry.
May 4, 2021, marked Clearwater’s one-year anniversary since implementing Odoo across their 17 locations. Since the initial implementation, there have been many enhancements to further streamline business operations, including integrations with their phone system for automatic call processing, automatic email appointment reminders, scheduled service recommendations for customers, and the launch of the customer portal, which allows customers to access their service history, review invoicing, and pay directly from one secure location.
One additional project assigned to the ComstarUSA team was the task of designing an off-line module - allowing delivery drivers, service techs, and sales professionals to complete work orders and sales orders without internet connectivity. These modules were initially released in February, and the final versions are expected in June.
Odoo has provided Clearwater Systems with the efficiency of having a complete ERP/Lead Management and Accounting System under one umbrella. The ComstarUSA team assisted with the implementation of a centralized program where lead setting, scheduling of service and deliveries, inventory management, accounting, marketing, and reporting can be hosted.
Odoo has showcased itself to be both modern and modular, making it a viable platform to accommodate the continual growth of Clearwater Systems, and other water treatment dealers - big and small.