DoliCloud ERP CRM: Easy to use Cloud ERP and CRM for your business

DoliCloud is an easy to use Open Source suite for small and medium businesses. It provides feature of Enterprise Resource Planing software (ERP) and Customer Relationship Management (CRM).

DoliCloud provides several features as modules. Common modules are:

  • Customers/Suppliers/Contacts management
  • Products/Service catalog
  • Commercial proposals
  • Orders
  • Invoices and payments
  • Stock management
  • Agenda
  • Bank management
  • Point of Sale
  • Mass EMailing
  • Import/Export
  • Leave requests
  • Double entry accounting
  • ... (around 100 business or technical modules are available)

Editor: NLTechno

Strengths of DoliCloud ERP CRM

  • Certifications: Anti-fraude, GDPR

DoliCloud ERP CRM demo and screenshots

DoliCloud ERP CRM customers

No customer reference

DoliCloud ERP CRM pricing and features

Plans & Pricing

Basic
Premium
9 /month /user
12 /month /user

Features

Accounting
Accounting Data Export
Accounting Entries
Consolidation and Reconciliation
Custom Chart of Accounts
Dashboard & Reports
Financial Accounting
General Ledger
Guided Accounting Entries
Secure access for your Certified Public Accountant
Standing Order Direct Débit
Subledger Accounting
Application Settings
Data Import & Export (CSV, XLS)
Backup
Automatic Backup
Billing & Invoicing
Asset Management
Automatic VAT Management
Billing Approvals/Validation
Contract Management
Custom Invoices
Delivery Note
Discount Management
Down Payment Management
International SEPA Payment
Invoice ID Management
Late Payment Reminder
Multiple VAT Rates
Payment Follow-Up
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
Expense Validation process
Mileage Expense Declaration
Proof of Payment Management
Refund Management
Marketing Automation
Mass Email
Payroll
Time Off & Leave Tracking
Procurement
Catalogue / Price Book
Contract Management
Goods / Items Management
Inventory Management
Linking Purchases to Project
Product Datasheet
Purchasing Follow-up
Supplier Invoice Management
Supplier Order Management
Suppliers Management
Project Management
Project Planning
Project Profitability Return On Investment
Resource Allocation
Resource Management Human Resources 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
Inter-stock Transfer
Inventory Valuation
Minimum and Maximum Stocks
Multi-Stocks Stock management over multiple places or only one
Out-of-Stock Alert
Product Location Management
Product Reference
Restocking Management

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
Daily Backups
SFTP SSH File Transfer Protocol or Secured File Transfer Protocol

Data hosted in the following countries: France

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