Disconnected systems slowed growth, and Odoo brought control, speed, and unified processes.

SecureKnob Technologies

SecureKnob' digital leap from smart Odoo ERP to stronger sales

Web+Mobile Support

Platform

Web+Mobile Support

Industries

Manufacturing

Services

Manufacturing

Country

USA

SecureKnob Fixes Delays with Smart Odoo ERP

SecureKnob faced challenges with disconnected systems for vendors, inventory, payments, and leads. Manual processes caused errors, pricing inconsistencies, and delayed payments. As transactions grew, their outdated setup couldn’t keep up with business demands or ensure smooth, timely customer interactions.

We implemented Odoo 18 to centralize operations. It automated lead follow-ups, vendor pricing, credit tracking, and invoicing. With real-time insights and integrated workflows, they transformed inefficiency into agility, enabling better decisions, faster execution, and enhanced business control across all key functions.

“We landed on Odoo because it brought everything that we needed into one piece of software—integrating production, inventory, procurement, and accounting—to streamline manufacturing workflows and deliver real‑time, targeted results.”

-Jen Mickey

Client's problem statement

SecuredKnob faced growing challenges with scattered systems for inventory, vendor pricing, payments, and lead management. Manual tracking of vendor credit limits, inconsistent pricing, and invoice delays disrupted operations. Disjointed workflows led to missed payments and strained vendor relationships.

As lead tracking and follow-ups became chaotic, real-time decision-making was nearly impossible. SecuredKnob needed an all-in-one platform to automate and unify operations. The mounting inefficiencies and lack of visibility ultimately drove them to choose Odoo 18 for seamless integration and smarter business management.

The challenges

Manual vendor pricing caused transaction errors and confusion
Invoice tracking across banks led to delays and mismatches
Bulk product uploads were error-prone and tough to maintain
WhatsApp invoice sharing was slow and missed payment windows
Manual lead follow-ups risked poor conversion and lost deals

The solutions

Auto-enforced credit terms via vendor setup in Odoo
Multi-bill payments synced with the bank via Odoo’s tools
Bulk uploads with smart templates and error validation
WhatsApp API auto-sends invoices using dynamic templates
CRM automates lead tracking with Kanban and reminders

We configured vendor credit limits and payment terms in Odoo, automated GST based on state rules, enabled multi-bill payment reconciliation, and streamlined bulk uploads with Excel/CSV templates and validation.

Odoo’s CRM automated lead tracking with Kanban views and reminders. We integrated WhatsApp Business API for dynamic invoice delivery, improving payment communication speed, accuracy, and overall operational efficiency.

Tools & Technologies

We implemented Odoo 18 with CRM automation, WhatsApp API, GST-based billing, smart payment reconciliation, and bulk data upload tools. It creates a unified, error-free system for seamless management of vendors, leads, inventory, and invoices.

Features

Odoo turned inventory headaches into seamless management

Smart Follow-Up Automation

Ensures timely and consistent communication with leads and clients, driving higher conversion rates and enhancing customer satisfaction.
End-to-End Lead Tracking

Tracks every stage of the lead journey, from first contact to closure. It enables timely follow-ups and informed sales decisions.
Intelligent Stock Management

Keeps a close check on inventory levels, preventing shortages and ensuring stock availability is always optimized for demand.
Instant Low Stock Alerts

Get real-time alerts when stock hits minimum levels, enabling proactive reordering and avoiding operational delays.