Customer Relationship Management
No need to remember to whom you must send an invoice or to whom you must ship the products ! With this module, you can define default contacts / addresses on a thirdparty card and they will be automatically added to your documents (proposal, order, invoice, intervention, contract, project, ...)
It will allow you to manage your recovery procedure to follow your backlog. You will therefore be possible to customize your steps and adapt to each customer (Email reminder, sending mail ...).
Convert your proposal or order in a project that is now possible ! Once your proposal / order is signed, a button will convert the proposal into project.
This module allows you to organize your roadmap, finding the optimal itinerary.
This module allow to manage Lead into Dolibarr. Centralize current business information, proposals, orders, invoices, contracts and events; Follow the steps of your business from this module.
This module allows to use MailChimp (Cloud mailing) with Dolibarr. Your mass mailing campaign can be setup in Dolibarr and go trhougt MailChimp
Subtotal V3 allows you to define easily titles and subtitles on your proposals / orders / invoices. This new version allows the moving blocks ! See all the features in the documentation (management of the "not included" blocks, VAT to the block ...) !
Manage your outstanding bills with this module by sending reminders automatically to your customers (by email or letter).
This module permits you to create legally valid digital signed PDF document. With the DoliEsign module you can have your commercial documents digital signed by your contacts. The documents will be signed by either the Yousign (c) signing services or the Universign signing services. Yousign and Universign will deliver legally valid signed documents.
Manage your commercial reminders and pilote your commercial activity through this module: proposals to re-launch, re-launch monitoring, ... Do not miss out customers ! Create easily and quickly reminders by e-mail or letters with as many different templates as you need. Create automatic or manual reminders. One click is enough to follow-up all current...
All your mailboxes are available in Dolibarr! Mailboxes can be linked to a user or group of users. The main advantage is that you can associate an email to one of your clients, companies. You will therefore be able to access all of your correspondence when you consult your client, third-party or project file.