Customer Relationship Management
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...
MBI Calls module allows to save in Dolibarr informations about your incoming calls, using the OVH API. Phone numbers are synchronized with third parties and incoming calls can be "Unknown" or the name of the third party. Works only with the OVH VoIP service.
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.
The RMA module will allow us to carry out a control with the supplier or manufacturer of the products that we have purchased, for the solution of the problems encountered or the return of the same.
The SAT module will allow us to keep track of the products for maintenance and repair that we have sold to our customers.
With this module you can create invoices maturities automatically, with the possibility of creating several patterns maturities automatic default for subsequent use since the invoice.
This module allows you to create easily supplier price inquiries from a table, to fill in the prices, to calculate sell and buy prices, in relation to existing standard parts of Dolibarr.
This module allows you to add the necessary information (note, account number) on your invoices for customers who are at the factor.
Calculates automatically the target-based bonus of each salesperson according to your own method. The module allows more than 30 differents methods to calculate the bonus.
El módulo facilita: La creación de las facturas mensuales de los propietarios. Gestión de los cargos extras mensuales. Penalización por mora en el pago de las facturas mensuales. Consulta del estado de cuenta y facturas por parte de los propietarios. NEW Funciones. Add Varias cuotas de Administración.