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

  • Certifications: GDPR, Anti-fraude

Dolibarr ERP CRM demo and screenshots

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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
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
Down Payment Management
Invoice ID Management
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Payment Follow-Up
Payment by Bank Transfer
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Sending Invoices by Email
Customer Support
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 Invoices Management
Supplier Orders Management
Suppliers Management
Sales Force Automation
Account management Companies follow-up
Business Proposition Customer engagement via a product positioning (price, competition, decision makers, etc.)
Contact management People's details editing and individual follow-up
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.
Lead management Deal that you have the possibility to close after qualification
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
Blog & 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

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