DoliCloud ERP CRM offers a robust business management solution designed for small businesses and SMEs. Combining ERP and CRM functionalities, it simplifies managing finances, customer relations, and inventory. Key features include comprehensive financial management, seamless customer tracking, and customizable modules for various industries.

What are the main features of DoliCloud ERP CRM?

Comprehensive Financial Management

Simplify your accounting processes with DoliCloud's powerful financial management tools that cover everything from invoicing to expense tracking.

• Automated invoicing: Generate and send invoices quickly and automatically.
• Expense tracking: Keep an eye on your business expenses with detailed reports.
• Bank reconciliation: Ensure your financial records match your bank statements.
• Multi-currency support: Manage transactions in various currencies without hassle.

Seamless Customer Tracking

Manage customer information efficiently with DoliCloud's CRM capabilities, which help improve customer relations and boost sales.

• Contact management: Keep track of customers, prospects, and related interactions in one place.
• Sales funnel management: Visualize and manage your sales pipeline for better forecasting and planning.
• Document storage: Organize and store documents linked to your customers and projects.
• Email integration: Sync your email communications to keep better records of customer interactions.

Customizable Modules

Adapt DoliCloud ERP CRM to fit the specific needs of your industry with various customizable modules.

• Industry-specific tools: Choose from modules tailored to manufacturing, retail, services, and more.
• Inventory management: Track stock levels, process orders, and manage suppliers effortlessly.
• Project management: Plan, execute, and monitor projects efficiently.
• Scalability: Expand features as your business grows without any disruptions.