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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Give Dolibarr the dashboards people actually look at every day. Pick a source, a measure, a dimension, a period: the widget draws itself. 29 kinds of widgets — key figures, gauges, columns, lines, pies, funnels, waterfalls, heatmaps, treemaps, lists, pivot tables, rankings — laid out on a grid you rearrange with the mouse.
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Monitor your company's cash flow and financial performance in real time! The module provides you with reports on current, future and projected sales figures. It features current, future and projected Intermediate Balance based on custom accounting groups, as well as insights into your current and future cash flow.
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help?Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly?Are you encountering a problem? Our technical team will analyze your request. |