Dolibarr ERP CRM: ERP & CRM Simple Business Management Software

Dolibarr is a simple open source software suite for small, medium or large enterprises, independent, self-employed or associations.

It integrates the functions of Integrated Management Software (ERP) and Customer Relationship Management (CRM).

Dolibarr offers a set of modules that integrate with one another, avoiding duplicate entries and enabling a 360 view on all professions, with the main slogan: simplicity of use. The following modules are available:

  • Management of customers / suppliers / contacts
  • Products Catalogue
  • Quotes and proposals
  • Orders
  • Invoices
  • Stock managment
  • Events
  • Management of bank accounts
  • Mass emailing
  • Point of sale
  • Imports / Exports
  • Polls (Doodle)
  • Follow-up of enquiries
  • And more than 30 other functional or technical modules are available.

Editor: Dolibarr foundation

Strengths of Dolibarr ERP CRM

  • Easy to use
  • Free when used on premise, Low cost on Saas
  • All feature to manage your company in same tool
  • Certifications: GDPR, Anti-fraude

Dolibarr ERP CRM demo and screenshots

Dolibarr ERP CRM customers

No customer reference

Dolibarr ERP CRM pricing and features

Plans & Pricing

Standard
Version hébergée en Saas
0
9 /month /user

Version hébergée en SaaS (voir https://saas.dolibarr.org)

Features

Accounting
Accounting Data Export
Accounting Entries
Accruals and Allocations
Consolidation and Reconciliation
Custom Chart of Accounts
Financial Accounting
General Journal
General Ledger
Guided Accounting Entries
Management of Bank Statements
Secure access for your Certified Public Accountant
Subledger Accounting
Backup
Automatic Backup
Billing & Invoicing
Asset Management
Automatic VAT Management
Billing Approvals/Validation
Contract Management
Credit Card Payments and Direct Debits
Custom Invoices
Delivery Note
Discount Management
Down Payment Management
International SEPA Payment
Invoice ID Management
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Multiple VAT Rates
Payment Follow-Up
Payment by Bank Transfer
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Reverse Charging VAT
Sending Invoices by Email
Subscription Management
Collaboration
Surveys and FAQ
Customer Support
Customer Interface
Standardized Responses
Ticketing
Tickets Allocation
Ecommerce
Online Payment
Expenses
Accounting Entries Generation
Expense Validation process
Expenses Input
Refund Management
Marketing Automation
Mass Email
Payroll
Time Off & Leave Tracking
Procurement
Catalogue / Price Book
Contract Management
Goods / Items Management
Incoming Quotes Management
Linking Purchases to Project
Product Datasheet
Purchasing Follow-up
Supplier Invoice Management
Supplier Order Management
Suppliers Management
Sales Force Automation
Account Management Management of company information
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Contact Management Editing and follow-up of contacts for a given company
Customer File Import
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Order Entry
Quote Proposal Avoidance
Salespeople Management
Services Management
Intervention Receipt
Interventions Management
Request for Intervention
Stocks
Best If Used By (BIUB)
Bundles Management Bundle, batch, lot
Goods Flow History
Inventory Valuation
Out-of-Stock Alert
Product Location Management
Product Reference
Stock Error Alerts
Traceability
Web Design
Blogs & Articles
Multilingual Website
On-The-Fly Snapshots
Website Templates

Services

Integration & Interoperability
API, Web Service Restful APIs
Active Directory (AD) Integration
LDAP
Linux OS
Mac OS
SMTP
Windows OS
Mobility
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Security & Confidentiality
SFTP SSH File Transfer Protocol or Secured File Transfer Protocol

Data hosted in the following countries: France

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