Scaling B2B renewable-energy and solar-signalling operations
Customer snapshot
A B2B consultative solutions provider specialising in custom solar-energy projects, LED lighting and aeronautical/maritime signalling, with a 25-person team scaling demand for custom panels, batteries and LED crowns.
The challenge
Rapid commercial expansion strained manual operations and legacy software.
Disconnected tracking across sales, customs clearance, purchasing and invoicing caused duplicate purchases and overstock.
Frequent credit notes and financial friction.
Limited real-time visibility over inventory, components and imports.
The solution
Exato replaced Salesforce and disconnected tools with Odoo Online — an integrated suite connecting client-facing engagements directly with back-end logistics.
CRM & Sales
Consultative solar proposals and client contact history streamlined.
Inventory & Purchasing
Automated replenishment of panels, batteries and lighting tied to sales orders.
Accounting & Expenses
Domestic and import purchases and finance centralised.
Project, Documents & Workshop
Tailored installations managed, and prepared for in-house assembly and export.
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