Digital transformation and Odoo migration for PHILON Service Robotics AG
“With SAMSA-IT we have a strong partner at our side who understands our complex sales and accounting processes precisely and has set up our ERP system to be future-proof.”
About PHILON Service Robotics AG
PHILON Service Robotics AG is an innovative technology company and a forward-looking pioneer in the field of professional service robotics
Read more
PHILON Service Robotics AG is an innovative technology company and a forward-looking pioneer in the field of professional service robotics. As a specialised provider, PHILON develops and sells highly advanced, automated robotic solutions that optimise business processes in industries such as cleaning, logistics, hospitality and healthcare for the long term.
By combining state-of-the-art robotics hardware with intelligent software, PHILON Service Robotics AG noticeably relieves companies of routine tasks, increases operational efficiency and sets new standards in customer service. With a strong focus on innovation, reliability and future-proof technologies, PHILON is actively shaping the working world of tomorrow.
Project overview & starting point
As a dynamic high-tech company, PHILON Service Robotics AG stands for efficiency and innovation
Read more
As a dynamic high-tech company, PHILON Service Robotics AG stands for efficiency and innovation. To live up to this standard in its internal business processes as well, PHILON commissioned the experts at SAMSA-IT with the comprehensive modernisation of its enterprise resource planning (ERP) landscape.
The goal of the project was the migration to Odoo V15 (including all apps in use)
Read more
The goal of the project was the migration to Odoo V15 (including all apps in use) as well as the seamless, legally compliant adaptation of the finance and accounting system to German legislation and GoBD standards. In the course of the lasting partnership, the system has since been successfully upgraded to the current version, Odoo 19.
Core services & technical implementation by SAMSA-IT
Seamless system migration
Read more
Complete upgrade to Odoo V15 and the subsequent further development to Odoo v19 while preserving all critical company data.
GoBD-compliant accounting
Read more
Adaptation and extension of the Odoo finance modules to German tax and accounting regulations (including German document and invoice standards).
AI integration & connections
Read more
Implementation of modern AI connectors (ai_claude) for intelligent process support and automation.
Sales & CRM optimisations
Read more
- Extension of the CRM and partner data modules for the precise capture of leads (salutation, title, first name, mobile number).
- Optimised creation of sales quotations through customisable quotation and order data.
- Implementation of extended add-on product functions in the web shop to increase cross-selling potential.
White-labelling & branding
Read more
Professional debranding of Odoo (Mail, Base, Web) to provide a consistent, tailor-made user interface in the PHILON design.
Added value & results for the customer
Significant time savings
Read more
Automated workflows in accounting and sales noticeably reduce the manual administrative effort.
More efficient lead management
Read more
Through targeted CRM customisations, customer contacts are captured in a more structured way and sales opportunities are exploited faster.
Greater reach through marketing automation
Read more
Integrated campaigns and automated touchpoints enable more effective customer outreach and retention.
Future-proof ERP architecture
Read more
Thanks to the continuous upgrade to Odoo 19, PHILON works on a state-of-the-art, scalable and GoBD-compliant platform.
Free specification, implementation at a fixed price.
Send us your requirements. We write a specification free of charge and, based on it, a fixed-price offer for the implementation.
- 1Send requirements
- 2Free specification
- 3Fixed price for the implementation
