Track your prospects and customers, and reuse them in other modules.

Create your prospects or customers

• Just enter the name of the third party and the type of third party (prospect and/or customer) to create it in your database. A unique customer reference code will be automatically generated according to your numbering rule.
• Record any other data (email, address, language, tags, ...) for a more complete and accurate management of your third party database. If the predefined fields do not suit you, you can easily create all the attributes you need as custom fields with the datatype of your choice (string, amount, date, combo list, checkbox, ...)
• Attach any notes or files to your prospect/customer sheet.
• If you have plenty of sales representatives in your team, then you can assign them to dedicated prospects or customers, so that you can get statistics per sales representative (Sales, Margins, Events etc.).
• Merge third parties to remove duplicate records.

Create alternative contacts/addresses

If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery or legal service representative etc.). Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system (such as PDF documents).

Set status and potential of your prospects

If you want, you can set a contact status and a potential to your prospect. You can define the different prospect potentials/levels according to your business needs.

No need to spend time in modifying the Prospect status after a conversation is completed. Just modify the status in one click from the list view without even opening the prospect sheet.

For more advanced prospecting management, you can also use the lead management module.

Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices, ...

Create rich documents using a WYSIWYG editor while reusing data such as predefined products and prices according to the modules/features that you have enabled, like Quotes or Commercial proposals, Sales Orders, Interventions, Invoices, etc. Manage documents from dedicated menus or directly from the third party sheet. Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.

Follow-up your prospects, and your customers

List and filter your database based on any attribute, tag or status.

Send emails to your contacts directly from the application, using predefined email templates.

Reuse your prospect or customer database to send mass emails with the Mass emailing module

Export your database with the Export module to reuse your qualified records with other external tools.

Find all the events related to your prospects and customers, such as proposal creation, invoice validation, and many other events using the events recorded automatically as per the settings configured in the module Agenda

Create and follow all your leads/commercial opportunities

Create your Lead/Opportunity

Créer vos opportunités ou projets.

Include predefined products to save you time, or enter full content manually. Attach any external document.

If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list, ...) to the form.

Use your opportunities for a 360 degree view

Create your quotes as well as commercial proposals and send them by Email from within the application. Enter events or setup reminders in the agenda. Link any data (events, quotes, orders, ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity.

Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover (opportunity amount averaged with the probability)

Change the status of your opportunities into "Won" or "Lost". If the lead is won, you can also reuse the project to create new tasks to begin and track the project execution.

Follow your open opportunities

List and display all your open or closed opportunities. Choose which information you want to see on your lists. Filter and sort them based on any criteria.

Analyze your performance

Use the predefined statistics pages to get useful information about your company or about the performance of your sales representatives.

Create and send professional-looking proposals to your prospects and customers instantly...

Create your Quote or Commercial Proposal

Create your quote from your prospect/customer sheet, or just in one click by reusing a previous proposal.

Include predefined products to save time, or enter the full list of products and services manually.

If predefined fields do not match your needs, then add your own custom fields of any type (string, amount, date, checkbox, combo list, ...) to the form.

Process your commercial proposal

The PDF of your commercial proposal is automatically generated and updated.

Send your quote or a selection of quotes via Email, directly from within the application. Use your predefined email templates so you don't even have to type any text.

Depending on the modules/features you have enabled, you can also convert your commercial proposal into an order (module order), a contract (module contract), intervention (module intervention), invoice (module invoice), or a combination of these. If the module margin is enabled, you can also review the margin of your proposals.

Modify the status of your proposals to "Refused" or "Signed". Your prospects are converted into customers automatically, as soon as a commercial proposal is signed.

Follow the status of your commercial proposals

List and display all your quotes. Choose which information you want to see in your lists. Filter and sort them based on any criteria.

Analyze your performance

Use the predefined yet dynamic statistics pages to get useful information about your company or your sales representative's performance.

Manage your customer or supplier orders.
Manage your order workflow and product stock according to your rules.

 

 

 

 

 

Create your Order

 

 

Create your orders from your customer sheet, or in a single click by reusing a signed proposal or contract to save time.

Include predefined products to save you time, or enter the list of products and services manually.

If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list, ...) to the form.

 

 

 

 

 

Process your Order

 

The PDF of your order is automatically generated and updated.

 

Send your order acknowledgement by Email directly from within the application. Use your predefined email templates, so you don't even have to type any text.

 

Depending on the modules/features you have enabled, you can also convert your order into a contract (module contract), intervention (module intervention), invoice (module invoice) or a combination of these. If the module margin is enabled, you can also review the margin on your orders.

 

If you decide to manage shipments, then you can close your orders automatically when all the shipments are completed. Depending on your setup, if you need to manage stock, your stock may also be automatically increased or decreased as applicable.

 

 

 

 

Follow the status of your open Orders

 

 

List and display all your orders. Choose which information you want to see in your list views. Filter and sort your lists based on any criteria.

 

 

 

 

 

Analyze your sales or delivery performance

 

 

Use predefined and dynamic statistics pages to get useful information about your sales representative's performance.

 

 

Manage customer/supplier contracts and subscriptions.
Generate recurring invoices of subscriptions automatically.

Create Contract with subscribed services

Create your contract from your prospect/customer sheet, or just in one click by reusing a proposal or an order.

Include predefined products/services to save your time, or enter the full list of products and services manually.

If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list, ...) to the form.

A PDF of your contract is automatically generated and updated.

Change the status of your services ("Running", "Disabled") and update the end date at any time. Attach notes or files to your contract.

Convert your customer contract into one-time invoices or recurring invoices

You can convert your contract into one or several invoices. If your contract is supposed to track a recurring service, then convert it into a recurring template invoice: Define the frequency, amount, date of the first invoice and/or a maximum number of invoices to generate. Your template invoice will be pre-filled with the data of your contract services, and the invoices will be generated automatically.

A link is maintained between your template invoice and your contract so that any invoices generated will also be linked to the contract.

You can change, at any time, the content of your contract or the content of your template invoice and the way you will bill your customer without having to break this link.

Follow and manage your contracts and services

Check which service is expired or is about to be expired. Renew your contract/service before the end date or close them if required.

Export your Contracts and Services along with their status with the Export module to reuse them with third-party tools, or connect your BI suite directly to the open database for Big Data analysis.

Manage a help desk / follow issues.

A portal for your partner or customers to report tickets or issues

Follow and answer tickets

A CMS module to build your Website in few minutes.

CMS

,  

ECommerce

Build your company's public website or private intranet quickly and reuse all the information available in your ERP to make your website dynamic.

Create your website

Use existing website templates to save you precious time, so you can get your website ready in just a few seconds.

Or, create a website and build the page content from scratch using the website editor. You don't need any technical knowledge to use the website editor. However, if you are an experienced developer or webmaster, then you can use the HTML and CSS embedded editor to build a fully custom website.

You can export, clone and import a full website in just a few clicks.

Use the container/page architecture to organize content

Organize pages or content into containers. Include any container/page into other containers/pages. For example, you can have a top-level container to define the template of a website that includes a container for your header, another one for your footer and another one for the main content. There is no limit on the number of levels for embedded containers/content, so you have a more powerful and more flexible CMS than any other traditional CMS like Joomla, Wordpress or Drupal, in which case the position of the content is defined by a template.

Test your website with no need of any external web server

Dolibarr includes its own web server, so you can preview your website content without the need to install a web server.

Include dynamic content on your website

Because the website is integrated into your ERP system, you can include any data coming from your ERP system easily. All the objects required to read your data are available automatically and can be accessed and manipulated using PHP code snippets that you can embed into your web pages/containers whenever you need them.

Serve your website with your own server like Apache or Nginx

Once your website is ready to be online, just create a virtual host in your favorite web server like Apache, Nginx, or other server that points to the directory where your website pages are generated and your website is running, including dynamic content provided by your ERP, even if your ERP is not exposed to the Internet.

Use TakePOS, the latest generation of Point Of Sale system, to record orders or payments in your...

shop

,  

bar

,  

restaurant

A touchscreen POS

Dolibarr provides a POS interface (Point Of Sale) for traditional shops as well as for Bars and Restaurants. All the features you need to manage a Point Of Sale with one or several POS terminals is provided by the module TakePOS.

Manage Bars and Restaurants

Define your floors, rooms, and tables with a drag and drop interface. You can assign orders and invoices to any given table on the floor.

Display a QRCode in your bar or restaurant, so your customers can access an interface for contactless, self-order

This feature called "Auto Order" allows you to display a QR Code in your shop, bar, or restaurant so that each customer, by scanning the QR code, can access a simple application and place the order themselves.

Automatic Stock update

You can set the application to automatically decrease your stock when an order is processed, so that your stock is always up to date in real-time.

Quick cash box control ...

Make the cash box control of the day, of the month, at opening, at closing, per terminal, ...

Manage your users, user groups, and permissions

Create your employee/user accounts

Create user accounts for your employees (internal users) and/or for your customers, suppliers, or partners (external users). Creating an account for your employees will allow them to access data in Dolibarr and to interact with all the application features such as Third parties, Business documents, and other applicable modules according to the access control permissions that have been defined.

Creating a user only requires saving a name, a login name, and a password. Many other options and data can be set, such as job position, gender, notes, attaching external files, status etc. You can also set a user color so that you can identify user events easily on the agenda module.

Define the hierarchy of your employees/users

Set the hierarchy of your employees, so that when filling in leave requests, expense reports, and in other respective modules, the supervisor of the employee will be notified to validate the request.

Define an hourly rate for each of your employees

Define an hourly rate for each employee, so that if they use the timesheet feature, their time spent will be converted into a value in your currency. If you use the module Project, you will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.

Set an user e-mail and a nice corporate email signature

Saving an e-mail address on the user's card will allow the user to send emails from within Dolibarr. Their signature will be displayed in each email sent from Dolibarr.

Set permissions for your users or groups

You can prevent users from having access to certain Dolibarr features and confidential data by defining appropriate user permissions on the user card's 'permissions' tab.

If you have a lot of users, then you must consider creating user groups, define permissions on those user groups, and assign users to those groups.

Personalize the display for each user

Each user can personalize the environment, including language, theme, entry page, and also the dashboard.

Leave requests, expenses reports, and timesheets

Depending on which applications and enabled and which permissions have been assigned, users will have the ability to create leave requests, expense reports, and timesheets. Leave requests and expense reports will have to be approved by the user's supervisor, who will be notified via email when a leave request or expense report is submitted by the user.

Let your employees record their expense reports. Approve and follow their payment.

Expenses reports feature offers a workflow to let your employees make their expense report. The manager will receive alerts to refuse or approve the expense report. You can also follow if it has been paid or not.

Expense report requests

Let your employees fill in their expenses reports. A permission system tell who can and can't record such requests.

Join any files (proof of purchase, receipts, bills, ...) to the expense report.

Define the type of expense reports in the dictionaries, so you will be able to have accurate statistics. If you use the module Accounting, each type of expense may be dispatched into a different accounting account.

Link expense reports to your lead/projects and retrieve them in the project overview.

Validate and send e-mail for approval

Validate your expense report for approval. An E-mail is generated automatically and sent to the employee supervisor.

Approve the expense report

As a manager, find all the expense reports waiting for your approval, and validate or refuse them.

Refuse the expense report or approve it. And let your employee know why an request was refused.

Pay the expense report

Follow which expense report was payed or not.

Export data

Use the export wizard to export all the data required by your bookkeeper or by any payroll providers.

Allows your employees to make leave requests.
Once the leave request is approved, the system automatically decreases the leave balance.

Define different types of leaves/holidays

According to your country and its laws, define all the types of leaves and define how the leave requests are managed.

Create a leave request

Give your employees the permission to create their own leave requests.

Approve or refuse each leave request

As a supervisor, you will receive an e-mail which contains a direct link to the leave request record of your subordinate. You can use the link to navigate into the system and accept or reject the leave request. The employee will get a notification informing him or her about the status of the leave request.

Analyze and update the balance of leave/holidays

The application will update automatically (or not), the balance for each type of leave/holidays.

List and filter leave requests

List and filter all leave requests according to their status, date, employee, or any other property. Export your data into text files.

Get a monthly statement of leave requests.

As a Human Resources manager, edit the balance of each user, for each type of holiday or leave, at any time.

Track leave requests and remaining leave/holidays

As an employee, consult the status of all your leave requests and your balance of remaining leave/holidays.

Enter the time spent on user-friendly timesheets. See the impact on the project's profit.

Fill your timesheet using the interface that suits your needs.

Several solutions are available to enter your timesheets, from a weekly grid, to a daily grid and monthly grid...

Input per week

Input per day

or from the project , or from a specific task...

Enter the progress (optional) at the same time that you enter the time spent on a task.

See the impact of time spent on the project's profit

If an hourly rate has been defined for the user on his or her user record, then the time spent is automatically converted into your currency and this is included into your project's profit overview.

Analyze and Export your timesheets

Use the Export module to export the timesheets of users and projects.
Review the predefined reports, or connect your data analysis tools directly to the database in order to perform an accurate analysis of your projects.

Define your job positions, publish them, track applications.

The module recruitment is designed to manage the recruitment of your new employees.

Define Job positions

Enter the information for your new job positions.

Publish your open job positions

A public page is available to publish all your job positions.

Manage the recruitment process

Record all applications, follow and update the status of each applications.

Record applications automatically with the Email Collector

You can setup the Email collector module to automatically create applicants and record all applications for a job position.

All emails exchanged during process can also be collected and linked to the application.

Manage the memberships of an association or a foundation.

Association team management

Provide access to managers of your association to manage members, memberships, volunteers or partners. Your association's information will be up to date and in compliance with the data protection regulations of your country.

A membership database

In addition to the functions of invoicing, purchase, online payments, follow-up of donations, stock management or event organization made by traditional modules, you can also follow your member base and memberships.
If necessary, communicate the public registration page to collect new membership requests so that the member file is automatically created and pre-filled.
Give access to the application to your members if you wish, so that they can read or update their information themselves.

Automated Membership Management

Send automatic reminders for membership renewals, collect them online without administrative effort. Manually send Emails or Emailings to your members.

Personalized management

Personalize your member files according to your association.

Collect payments

Collect the payment of membership fees or registration for an event (shows, congresses, etc.).