Case Study: FES streamlines contact management and approvals with Aktiv Software and Odoo

A Aktiv Software Case Study

Preview of the FES Case Study

FES streamlines contact approvals and member workflows with Aktiv Software

The Flower Essence Society (FES Flowers), a globally recognized organization in holistic healing, partnered with Aktiv Software to address challenges within their Odoo system. FES needed a more structured way to manage diverse customer types, automate manual approval workflows for new contacts, and ensure accurate pricing and company associations based on customer classification.

Aktiv Software implemented a tailored contact-management workflow inside Odoo for FES. The solution included rules-based customer classifications, dynamic data capture, and automated approval processes that integrated with web forms. This eliminated manual verification overhead, ensured data consistency, and correctly linked customer types to specific pricing, streamlining their entire operation.


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FES


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