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Case Studies

Our first mandates, in full transparency

See how two self-employed professionals structured their operations and gained efficiency with Odoo and LevierTek.

Self-employed professional

Les Mains Thérapeutiques

Massage therapist · Québec | 1 person

The challenge

Appointments booked by phone or text, payments and receipts done by hand, no centralized client tracking.

The solution

Professional invoicing with automatic receipts, a centralized client record for client tracking, GST/QST accounting configured from day one.

Solo Kit
~5 hrs of admin work saved per month 3 paper-based tools replaced with one system Receipts issued in under a minute per appointment
Self-employed professional

FinancesFacile

Financial security advisor · Québec | 1 person

The challenge

Client files scattered across emails and spreadsheets, renewal reminders handled case by case, no overview of the portfolio.

The solution

CRM to centralize client files and track renewals, invoicing and GST/QST accounting, with migration of existing data into Odoo.

Odoo Express
~6 hrs of admin work saved per month 4 tools replaced by a single CRM Collection time cut by several days

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