Sawin needed more than an ERP. They needed a system that could talk to their proprietary energy calculators, eliminate manual handoffs, and scale without headcount. Here's what that looked like in practice.
The Client
Sawin (formerly EZ Innovations) is a Hungary-based greentech startup helping businesses make smarter energy investments — across HVAC, solar, and heating. Their edge? Proprietary energy-saving calculators that turn complex ROI models into actionable proposals for clients.
The calculators — built on Airrange, a platform that converts Excel models into dynamic web apps — were genuinely differentiated. The operations holding those calculators together were not.
Snapshot
- 📍Budapest, Hungary
- 🌱Greentech — energy efficiency solutions
- 🔧HVAC · Solar · Heating systems
- ⚙️Modules: CRM, Sales, Projects, Inventory, Assets
- 🤝Implementation partner: Tatvamasi Labs
Four Problems, One Root Cause
Sawin's issues weren't unusual for a fast-growing startup — they just had a compounding effect. Each of these four problems fed the others.
Airrange ↔ CRM was manual
When a prospect used Sawin's energy calculator, the resulting lead data had to be manually copied into their sales system. Every hour of delay meant a colder prospect.
Everything ran on manual emails
Follow-ups, approvals, document sharing — all handled person-to-person. In a small team competing against larger European firms, this was time Sawin couldn't afford to burn.
No unified vendor tracking
Managing third-party installation partners across multiple projects meant chasing updates over email and WhatsApp. Deadlines slipped. Accountability was unclear.
High-value assets, zero tracking
Solar panels and HVAC systems are expensive. Without real-time stock visibility or warranty card management, Sawin was exposed to both financial risk and customer satisfaction issues.
What We Built
The implementation wasn't a standard Odoo rollout. Each module was configured — and in some cases extended — to fit how Sawin actually operates, not how a textbook ERP assumes they should.
Airrange ↔ Odoo API Integration
Custom APIs were built to connect Sawin's Airrange-powered energy calculators directly to Odoo CRM. When a prospect completes a calculation, a lead is automatically created, assigned, and queued for follow-up — zero manual input required. Conversion rates rose 27% within the first quarter post-launch.
End-to-End Sales & Document Automation
Automated pipelines replaced the email chains. Quotations, approvals, and reporting now flow through Odoo without manual routing. The team reclaimed significant time previously lost to administrative coordination — time now spent on actual client work.
Bespoke Project & Vendor Management
Odoo's project module was configured with custom workflows specific to Sawin's installation cycle — task assignments, milestone triggers, and vendor check-ins are all centralised. Every stakeholder sees the same project state in real time. No more status-update calls.
Multi-Warehouse Inventory + Asset & Warranty Tracking
A centralised inventory system now covers stock across multiple locations, with real-time fulfilment tracking. Critically, asset-level warranty cards are now managed within Odoo — so Sawin knows, at any moment, the warranty status of every piece of equipment in the field. This reduced financial exposure and improved after-sales response times.
💡 Why Odoo and not a point solution? Sawin evaluated standalone CRM and project tools, but the fragmentation would have recreated the same problem — just with a different interface. A unified platform was the only way to close the loop between lead generation, project delivery, and asset management.
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The Results
Three outcomes stood out in the first months post-implementation:
The team now handles twice the project volume without any additional hires.
Automated follow-ups from the Airrange integration brought more prospects to close.
Full project and warranty tracking — from field installation to after-sales support.
"The integration of Odoo with our energy efficiency tools has been a game changer. With Tatvamasi Labs' expertise, we've streamlined operations, enhanced our vendor network, and significantly increased efficiency — all while keeping costs in check."
What Made This Implementation Work
Not every Odoo implementation produces results like this. A few things distinguished this engagement:
- ✓Custom API work was scoped upfront. The Airrange integration was the centrepiece of the project — spec'd, tested, and delivered as a first-class deliverable, not an afterthought.
- ✓Modules were configured to real workflows. Standard Odoo project management doesn't map to a field installation business. Bespoke workflow logic was built to match how Sawin's teams actually operate.
- ✓The cost calculus was respected. Sawin competes against larger European firms. The implementation delivered enterprise-grade capability at a cost profile that protected their margin advantage.
- ✓Inventory and warranty were treated as first-class concerns. For a company selling high-value physical equipment, these aren't optional modules — and were treated accordingly from day one.
Common Questions About This Implementation
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