As Atlantic Canada’s economy continues to modernize, small and mid-sized businesses (SMBs) are actively seeking smarter ways to improve operational efficiency without bloating their budgets. The answer for many? Automation through ERP.
At Oakivo, a certified Odoo partner based in New Brunswick, we specialize in helping Atlantic Canadian businesses adopt powerful, scalable ERP solutions that eliminate inefficiencies, reduce manual work, and drive profitability.
Here’s how your business can immediately start automating five high-impact operational tasks using Odoo, the world’s leading open-source ERP system.
1. Invoice and Payment Processing — Fully Automated, Fully Compliant
Manual invoicing not only consumes valuable time but also introduces human error and delays cash inflow. With Odoo Accounting, Oakivo helps you:
- Auto-generate and send invoices upon sales order confirmation
- Enable online payments and payment reminders
- Automatically reconcile transactions with your bank
Result: Faster payments, cleaner books, and fewer missed invoices — all without hiring extra staff.
2. Inventory Management — Real-Time Stock, Zero Guesswork
Are you overstocking, understocking, or just unsure?
With Odoo’s Inventory module, Oakivo enables your team to:
- Get real-time visibility into stock levels across multiple locations
- Automate reordering rules to maintain optimal inventory
- Streamline picking, packing, and delivery with barcode and lot tracking
Result: You save both on warehousing costs and lost sales opportunities — with no manual spreadsheets required.
3. CRM and Sales Workflow — Convert Leads Faster with Automation
Sales success often depends on how quickly and consistently you follow up.
With Odoo CRM, we help automate:
- Lead capture from web forms, emails, and calls
- Pipeline stage progression with auto-reminders
- Follow-up emails and meeting scheduling
Result: Higher conversion rates, more closed deals, and happier clients — without missed opportunities.
4. HR and Payroll — Run HR on Autopilot
HR teams are often buried in paperwork and time-consuming processes.
With Odoo's Human Resources and Payroll modules, Oakivo helps automate:
- Employee onboarding and records management
- Timesheets, attendance, and leave tracking
- Monthly payroll generation, tax calculations, and pay slips
Result: HR becomes a strategic function, not a paperwork burden.
5. Project Management — Stay on Track Without Micromanaging
Missed deadlines and unclear task ownership kill productivity.
With Odoo Projects, we empower you to:
- Break down projects into tasks with automated assignees and deadlines
- Track progress visually via kanban or gantt views
- Auto-notify teams of overdue tasks or bottlenecks
Result: Every stakeholder knows what’s next — and projects finish on time.
Why Work with Oakivo?
At Oakivo, we’re not just implementers — we’re process consultants who understand the local challenges of Atlantic Canadian businesses. As a recognized Odoo partner, we bring:
- Real-time process mapping
- Industry-specific automation insights
- End-to-end implementation and support tailored for small to mid-size organizations
Whether you’re modernizing outdated systems or migrating from spreadsheets, we guide you every step of the way.
Ready to Automate?
Oakivo helps you unlock the full potential of Odoo — not just to digitize your business, but to transform how you operate.
👉 Let’s Talk — Schedule a Free ERP Discovery Call
