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Dolibarr - The software suite to replace all your applications with 1 ...
The ERP & CRM Dolibarr is a simple and scalable software suite, operating in a SaaS hosting provider (such as DoliCloud) or in free installation on site,
suitable for companies of all sizes and in all sectors, as well as associations and freelancers.
It is an Open-Source business management software that allows you to manage many functions (depending on your configuration choices), such as invoicing, inventory management, project management,
CRM, HR and much more.
The extent of Dolibarr functional coverage allows you to put an end to multiple software and online subscriptions by taking only one solution, with features already integrated between them.
natively, and with the perrenity of Open Source (you remain the owner of your data, portability to other hosts, compatibility on any system)
This page therefore lists some examples of applications, grouped by family of features, that Dolibarr can replace:
CRM
What is it for?
CRM software makes it possible to manage contact management, customer relations, sales channels, commercial prospecting, opportunity management, to obtain dashboards of your activity. commercial.
Dolibarr CRM features
With Dolibarr CRM, you have the following features- Contact management: Prospects, customers, suppliers, you have a complete address book for all your third parties.
- Management of your commercial pipe: You define your sales tunnel in order to optimize and monitor your commercial pipe. Setting up reminders, managing your diary, making appointments, sending e-mails, our CRM adapts to your needs. your needs and to your business organization.
- Products and Services Catalog: Create your products and services database with all the necessary information such as the reference, purchase price, selling price, quantity, shelf life, weight, description, etc.
- Quote creation: Dolibarr CRM allows you to produce your pre-filled or personalized quotes. You can always modify a standard business proposal to meet the specific needs of your prospects.
- Contract management: Once the quote has been signed, Dolibarr allows you to manage all of your service contracts, to have alerts for renewals or to schedule recurring invoices.
- Online signature of commercial proposals, contracts, ...
- Automatic creation of leads or support tickets from your emails.
Dolibarr replaces without difficulty; the following CRM applications:
- Salesforce
- Pipedrive
- Hubspot CRM
- FreshSales
- Odoo
- Sellsy
- Monday Sales
- SugarCRM
- ZohoCRM
- Axelor
- Agile CRM
- CRM Suite
- DocuSign
- ...
Invoicing and pre-accounting
What is used for?
Companies that do their own accounting must choose accounting software.
This makes it possible to keep the accounts, to transcribe all the transactions carried out by the company with its partners (customers, suppliers, employees, partners and bank).
The chartered accountant then has the task of presenting the annual accounts and establishing a certificate on the consistency and likelihood of the annual accounts.
The foDolibarr invoicing features
- Manage transactions with third parties: Purchase and sales orders, Customer and supplier invoices with recurring generation, reminders of unpaid bills, awareness of balances.
- Keeping accounts general: Dolibarr allows you to choose your chart of accounts and to configure it, to create journals and of course to record all entries in the different journals.
- Export data: You can export all of your accounting and tax data to integrate them into your accountant’s software.
- Statistics: Generation of reports (by third party, by product/service, by VAT rate) of the turnover invoiced; and/or collected, the result of the exercise or many statistics and dashboards to facilitate managers in their management of their economic and financial development.
Dolibarr offers an easier use of accounting than the following applications:
- Intuit Quickbooks
- iTool
- Xero
- CEGID “Manage my mailbox”
- Sage Accounting and Invoicing by Sage
- EBP
- MaCompta.fr
- Kiwili
- Sinao
- Pennylane
- ...
Project Management
What is it for?
A project is a particular set of activities designed to achieve a single goal, often involving the cooperation of many organizations.
A project is managed; applying knowledge, skills, tools and procedures to project operations in order to meet project criteria. Initiation, Planning, Execution, Tracking/Controlling, and Closing are the five phases of the project management lifecycle.
The main objective of this whole procedure is to carry it out in time and with high quality.
Dolibarr Project Management Features
Dolibarr is also a simple Project Management tool:
- Project creation: You can create a Project (Name, Reference number, Start date, End date, Amount Budget, Resources) and add as many steps (tasks) as necessary for the smooth running of the project.
- Time management: The project manager defines the time available and the actors for each task in a project. Each actor can individually declare the time spent. The tool therefore allows the project manager to follow the evolution of the project, the times achieved compared to the forecast, control the production budget to finally invoice.
- Grouping of project documents: All the actors have the possibility of attach documents (commercial proposals, customer invoices, supplier invoices/orders, contracts).
- Statistics: The management team has a global view for each project thanks to the many customizable dashboards and statistics.
Dolibarr can replace the basic functionalities of the following Project Management applications:
- Monday.com
- Wrike
- ClickUp
- Asana
- Microsoft Project
- Zoho Projects
- Basecamp
- Trello
- Smarsheet
- Teamwork
- ...
Human Resources Management
What is it for?
HRIS software (Human Resources Management Information System) aims to improve the management of human resources and the payroll of a company.By resorting to; management softwareion HR, we benefit from a program that promotes the automation of onboarding and reduces administrative tasks and the time needed for new employees to reach their full productivity.
Other features base of specialized software in the management of human resources is the management of payroll, expense reports, leave or the development prospects of employees.
The features of Dolibarr Human Resources Management
Dolibarr HRIS is the necessary tool to good management of your human resources.- User Access: Each new collaborator has access to the GHR Module
- Leave management: Dolibarr allows employees to make their leave requests (sick leave, paid leave, unpaid leave) with their hierarchical superior. The latter is alerted; by e-mail of the request and can, with a simple click, validate or refuse the request.
- Management of expense reports: Like leave requests, the employee has a space for managing their expense reports. It is possible to assign a load to a project, to file the supporting documents as an attachment and then to have the expense report validated by his hierarchical superior.
- Time management: Dolibarr HRIS offers teams to manage working time, calculate attendance and overtime hours.
Dolibarr replaces without difficulty; the following Human Resources Management applications:
- Avature
- Factorial HRIS
- Monday
- Teamdeck
- Talentia Software
- Adequasys HRIS
- BambooHR
- Cegid
- Eurécia
- Flatchr
- KiwiHR
- Harvest
- ...
Help desk, ticketing, change and knowledge management
What is it for?
A help desk tool is software that helps manage requests and incidents from customers or users. It is commonly used; in companies to centralize the management of customer/user support requests, service requests, incidents and technical problems. Ticketing tools allow incoming requests to be organized by turning them into tickets, which are then assigned to the customer. collaborators to be resolved.
Features in Dolibarr
Dolibarr has a ticketing module that allows you to manage customer/user requests and incidents. It can be supplemented with the knowledge base module. The main features are:
- Creating tickets: Users can create tickets via the Dolibarr user interface, by e-mail or from a public online interface.
- Routing functions, classification, assignment to collaborators according to their availability; and their area of expertise.
- Ticket tracking: Ticket handlers can track the status of tickets and add comments to communicate with customers /users.
- Reporting: Administrators can generate reports to track the performance of the support team , such as average ticket solve time and number of tickets solved per team member.
- The knowledge base module allows you to maintain a knowledge base of standard questions and solutions that can be automatically retrieved when entering new tickets.
Dolibarr replacede without difficulty the following help-desk applications:
- Zendesk
- Freshdesk
- Jira Service Desk
- Zoho Desk
- Kayako
- HappyFox
- Help Scout
- HubSpot Service Hub
- GLPI (1)
- SolarWinds Service Desk
- Notion
- ...
(1) Native Help Desk part in Dolibarr, Park/equipment management requires an external module
Dolibarr as an e-mailing solution
What is it for?
An emailing solution is a tool that allows you to send bulk emails to anyone. a large number of recipients. These emails can be of a varied nature, such as newsletters, promotions, invitations to events, etc.
The main objective of an emailing solution is to facilitate the management of email marketing campaigns, by automating repetitive tasks such as template creation. email lists, mailing list segmentation, message personalization, mailing scheduling, performance measurement.
This allows companies and organizations to communicate more effectively with their target audience, increase their visibility, build customer loyalty, increase their turnover and strengthen their brand image.
E-Mailing features in Dolibarr
Here are some of the emailing features of Dolibarr:
- Creating email templates: You can customize email templates with images, colors, links, dynamic variables (like recipient's name, date, etc.), and even save them for future use.
- Selection of recipients from your contact database with personalized criteria.
- Mass Emailing: You can send mass emails to all mailing list addresses at once, using a previously created email template.
- Performance tracking: Dolibarr allows you to track the performance of your email campaigns by providing statistics such as open rate, click-through rate, the number of unsubscribes, etc.
- Automation: Dolibarr also allows the automation of certain tasks, such as sending a welcome email after a contact has subscribed to; your mailing list.
- Integration with other Dolibarr features: Dolibarr emailing features are also integrated. supported with other business management features, such as contact management, sales and invoice management, etc.
In summary, Dolibarr offers complete emailing functionalities to manage your email marketing campaigns efficiently and professionally.
Dolibarr replaces without difficulty; the following email applications:
- Mailchimp
- Sendinblue
- Constant Contact
- Campaign Monitor
- HubSpot
- GetResponse
- AWeber
- ActiveCampaign
- ConvertKit
- MailerLite
- HubSpot
- ...
Inventory management
What is it for?
Inventory management software is used; to track and manage a company's inventory levels. It allows businesses to accurately track quantities of products they have in stock, product locations, inventory movements, expiration dates, associated costs inventory and other important information related to inventory management.
Stocks, shipments, receipts and inventories functionalities in Dolibarr
Dolibarr offers the common features of D’an Inventory Management solution:
- Inventory level tracking: Dolibarr track inventory levels in real time, so as to so that the company can know how many products it has in stock at the moment. any time.
- Tracking stock movements: Dolibarr records stock movements, which allows you to track stock entries and exits, stock transfers between different locations, etc.
- Order and purchase management: Dolibarr allows you to manage product orders from suppliers, the recording of product receipts, as well as the returns and refunds.
- Demand forecast: With Dolibarr, you have the sales history to predict future demand and help the company to improve. plan inventory levels accordingly.
- Storage location management: Thanks to Dolibarr, you organize and track product storage locations in warehouses.
- Product management: Product information, including descriptions, product codes, images, prices, suppliers, etc., is stored by Dolibarr .
- Expiry date tracking: No more losses related to expired products, with Dolibarr you can track product expiration dates.< /li>
- Reports and analysis: Dolibarr generates reports and analysis on stock levels, sales, costs, etc., that can help companies to make informed inventory management decisions.
Dolibarr replaces without difficulty; the following Inventory Management applications:
- SAP
- Zoho Inventory
- Fishbowl Inventory
- TradeGecko
- Odoo
- Skuvault
- QuickBooks Enterprise
- Cin7
- SAP Business One
- inflow Inventory
- Megaventory
- ...
Electronic Document Management (EDM)
What is it for?
An EDM (Electronic Document Management) is a computer system that manages and stores electronic documents in an organized and secure way. It helps to digitize, index, classify and store digital documents, such as invoices, contracts, letters, reports, etc.
Document management features in Dolibarr
The Dolibarr EDM module offers several functionalities for electronic document management. Here are a few :
- Document scanning: The module allows you to scan paper documents and store them in Dolibarr.
- Document Import: It also allows to import electronic files such as PDFs, images, audio and video files, etc. in Dolibarr.
- Document indexing: The module allows defining metadata for documents, such as document type, date, customer name, name of the author, etc. This makes it easier to find and retrieve documents.
- Document Search: The module offers advanced search functionality to facilitate the search and retrieval of documents.
- Permissions management: The module allows to define access permissions for the documents, in order to guarantee the security. and confidentiality documents.
- Change Tracking: The module helps track changes to documents, including additions, deletions, and metadata changes.
- Document archiving: The module allows you to archive documents, in order to keep them in Dolibarr for a defined period.
Dolibarr replaces the main functionalities of the following EDM applications:
- Alfresco
- DocuWare
- ELO Digital Office
- FileHold
- Hyland On Base
- Laserfiche
- M-Files
- Microsoft SharePoint
- Nuxeo
- OpenText
- ...
Point Of Sale (POS)
What is it for?
A POS (Point Of Sale) is a software to record orders in a shop, bar or restaurant. It is designed to record orders quickly and must be able to generate the invoice.
The POS in Dolibarr
The module to get POS features in Dolibarr is called TakePOS. This is a sample of features provided by this module :
- A touchscreen interface to record orders of your products. Can be able to work on several orders in parallel.
- Generation of the invoice.
- Recording payments, managing discounts, Generation ofthe invoice.
- Bar or restaurant management of your rooms and tables.
Dolibarr replaces the main POS software:
- Odoo
- LightSpeed
- ...
Other features
...And that's not all. Dolibarr also integrates many other features outside the previous categories, such as:
- The online poll feature.
- Virtual identity cards.
- Vehicle fleet management (via external modules).
- Training center management (via external modules).
- Management of a medical office (via external modules).
- Material loan management (via external modules).
Dolibarr replaces the survey features of the following apps:
- Doodle
- SurveySparrow
- Calendly
- Hubspot
- Google Calendar
- Rally
- Assistant.to
- Pick
- Clara
- Acuityscheduling
- X.ai
- Koalendar
- Bookafy
- ...
Dolibarr replaces the virtual business card features of the following applications:
- Beaconstac
- Blinq
- Cartly
- Hihello
- Ironclic
- Switchit
- Camcard
- ...
