Dolibarr ERP CRM

What is Dolibarr ERP CRM and how does it work?

Dolibarr ERP and CRM is a powerful and flexible open-source software package that provides a comprehensive range of tools to help freelancers, companies, and foundations manage their business requirements. This free and open-source framework is designed to cater to the unique needs and requirements of businesses, enabling them to manage everything from customer relationships to human resources, accounting, invoicing, surveys, and foundation management with ease.

The user-friendly design of Dolibarr ERP and CRM makes it easy for users to install, customize, and utilize the software according to their specific needs. Users can start with the features they require and add more modules on a LAMP, WAMP, or MAMP server as their business grows and evolves. With its modular design, Dolibarr ERP and CRM offers multiple modules that can be easily accessed and customized to meet the unique needs of users.

From invoicing and sales to stock management, emailing, purchasing, accounting, order processing, leave requests, and expense reports, Dolibarr ERP and CRM provides a complete solution for managing all aspects of a business. With its robust feature set, businesses can streamline their workflows, automate repetitive tasks, and boost productivity, leading to increased profitability and growth.

Dolibarr ERP and CRM is a highly customizable solution that can be tailored to meet the specific needs of any business. It provides a flexible and scalable platform that can grow and evolve with the business, providing the tools and features needed to stay competitive and succeed in today’s fast-paced business environment.

In conclusion, Dolibarr ERP and CRM is an ideal solution for businesses of all sizes and industries, providing a comprehensive range of tools and features to help them manage their operations effectively. With its user-friendly design, customizable modules, and robust feature set, Dolibarr ERP and CRM is a must-have for businesses looking to improve their efficiency, productivity, and profitability.

Dolibarr ERP CRM Pricing

Pricing Model

Open-source , Quotation Based

MONTHLY

YEARLY

Dolibarr

Custom

Features

Prospects / Customers
Opportunities
CMS / Website
E-Commerce
Point Of Sale
Billing & Payments
Bank reconciliation
Double-entry accounting
Marketing
Import and Export
Interventions
Connectivity with external tools
API
Surveys

Dolibarr ERP CRM Features

Business Management Features

- Marketing ManagementDocuments, tracks and also helps to access all data pertaining to the marketing department
- Employee ManagementHelps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise
- Order ManagementHelps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
- Vendor ManagementHelps to manage necessary data concerning vendors and allows easy access
- Inventory ManagementInventory management refers to the process of ordering, storing, using, and selling a company’s inventory. This includes the management of raw materials, components, and finished products, as well as warehousing and processing of such items. For companies with complex supply chains and manufacturing processes, balancing the risks of inventory gluts and shortages is especially difficult. To achieve these balances, firms have developed several methods for inventory management, including just-in-time (JIT) and materials requirement planning (MRP). nventory represents a current asset since a company typically intends to sell its finished goods within a short amount of time, typically a year. Inventory has to be physically counted or measured before it can be put on a balance sheet.
- CRMCustomer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.
- Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
- Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
- PurchasingProcurement or purchasing is the act of obtaining goods, supplies, and/or services. Therefore, project procurement is obtaining all of the materials and services required for the project.
- Billing and InvoicingBilling and invoicing feature allows you to bill project services directly to customers, employees and external service providers. Invoices can be created based on milestones, partial payments and final payments as well as at cost (time and material). Timesheets required in many industry sectors are generated by the system.
- Training ManagementAutomates the documenting processes involved in training management and records the performance of employees during training sessions
- SchedulingScheduling simply means the job or activity of planning the times at which particular tasks will be done or events will happen. Block scheduling or blocking is a type of academic scheduling used in schools in the American K-12 system, in which each pupil has fewer classes per day. It is more common in middle and high schools than in primary schools. Each class is scheduled for a longer period of time than normal (e.g. 90 minutes instead of 50). In one form of block scheduling, a single class will meet every day for a number of days, after which another class will take its place. In another form, daily classes rotate through a changing daily cycle. Blocks offer more concentrated experiences of subjects, with fewer, usually half as many if going through a schedule transfer, classes daily.
- Performance MetricsA performance metric is simply a measurement of performance. When managing a project, you can choose to use project performance metrics to track progress. Metrics are selected based on the goals of the project and critical factors for success.
- Financial ManagementFinancial management is a process which brings together planning, budgeting, accounting, financial reporting, internal control, auditing, procurement, disbursement and the physical performance of the project with the aim of managing project resources properly.

Dolibarr ERP CRM Technical details

Support	Business Hours	Customer Type	Individuals Freelancers Large Enterprises Medium Business Small Business
API		Location / Phone Number	NA
Deployment	SaaS/Web/Cloud Mobile – Android Installed – Windows Installed – Mac	Official Website	https://www.dolibarr.org/
Deployment		Category	Business Management Software