THE BESPOKE BLIND COMPANY LIMITED

Challenges Faced

As the company grew, several operational challenges began to limit scalability:

• Manual quoting processes using spreadsheets were time-consuming and error-prone.

• Lack of integration between the website, CRM, quoting tools, and order management led to data silos and inefficiencies.

• Project management and scheduling were informal, relying heavily on Google Calendar with no reminders or job tracking.

• No digital pathway for customer self-service quoting or online ordering.

• Minimal use of digital marketing channels reduced lead generation potential.

Odoo Implementation

To address these pain points, The Bespoke Blinds Company invested in Odoo’s CRM and ERP platform. The goal of the implementation is to unify key business processes, particularly:

• Automating quoting by integrating supplier price lists.

• Streamlining order management and inventory tracking.

• Enhancing project scheduling with job tracking and automated reminders.

• Building a centralised CRM to capture website leads and manage customer interactions.

Key Enhancements

With Odoo's modular tools, the company aims to:

• Eliminate spreadsheet-based quoting through a dynamic pricing module.

• Link website inquiries directly to the CRM for faster response times.

• Introduce workflow automation to reduce manual effort in scheduling and client communication.

• Provide better visibility into job status and delivery timelines.

• Lay the groundwork for future enhancements such as a self-service portal and e-commerce capabilities.