Case Study
Achievers Inc
An Odoo CRM and automated email lead management implementation for a 40-year Louisiana home improvement contractor, streamlining customer quotes and sales follow-ups.
The Client
Achievers Inc (Achievers Home Improvements) has served homeowners and commercial clients across North Louisiana, South Arkansas, and Western Mississippi for over 40 years. The company provides full-service home renovations, including bathroom and kitchen remodels, window and door replacements, sunrooms, patio covers, siding, flooring, roofing, solar installations, and storm damage restoration.
The Challenge
Despite high inbound demand from advertising and referral networks, Achievers lacked a centralized CRM system. Inbound quote requests from the website, phone calls, and showroom visits were logged on physical paper forms or disparate spreadsheets. Sales estimators had no automated follow-up sequences, leading to delayed quotes, missed sales opportunities, and poor visibility into team pipeline performance.
What We Built
DFW IT Partner implemented Odoo CRM integrated with automated email workflows. We connected the website's "Get a Quote Today" web forms directly into Odoo CRM pipelines, categorizing inquiries by remodel type (kitchen, bath, window, sunroom) and geographical territory. We also engineered automated email follow-up triggers and reminder schedules for sales estimators.
The Result
With Odoo CRM at the core of their customer intake, Achievers Inc eliminated lost leads and accelerated response times from days to minutes. Estimators now track lead progress from initial contact to proposal signing, management has real-time visibility into closing rates across all 10 service categories, and automated email sequences keep prospective homeowners consistently engaged.
YOUR NEXT STEP
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