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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 software makes it possible to manage contact management, customer relations, sales channels, commercial prospecting, opportunity management, to obtain dashboards of your activity. commercial.
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.
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 is also a simple Project Management tool:
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.
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:
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.
Here are some of the emailing features of Dolibarr:
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.
Dolibarr offers the common features of D’an Inventory Management solution:
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.
The Dolibarr EDM module offers several functionalities for electronic document management. Here are a few :
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 module to get POS features in Dolibarr is called TakePOS. This is a sample of features provided by this module :
...And that's not all. Dolibarr also integrates many other features outside the previous categories, such as: