01
THE CHALLENGE
What had to work
Customer debt enquiries required multiple reports, documents, signatures, communications, payments and sales follow-up steps that needed to remain traceable in a single case.
02
THE SOLUTION
How Odoo was shaped around it
- Centralized customer and case management
- ASNEF, Equifax and Experian data processing
- Electronic document generation and signature tracking
- Debt-based classification and CRM routing
- Automated tasks, reminders and follow-up
03
ENGINEERING
Technical implementation
- External APIs and webhooks
- WhatsApp and SMS document-signing workflows
- Scheduled actions and email templates
- PDF reports and XLSX exports
- Conversion, revenue, acquisition and performance reporting
04
OUTCOME
Operational result
The unified workflow reduced manual handoffs and provided structured traceability across customer intake, reports, documents, payments and commercial follow-up.