CRM

Customer Relationship Management

CRM There are 317 products.

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Showing 49 - 60 of 317 items
  • Price List
    30,00 €
    Price List

    Management decreasing prices by quantity. After definition of tariffs in the product or the customer card, these tariffs will apply when adding product to a customer invoice or order.   Demo on http://doli.sm-2i.fr/ (demo/demo)

    30,00 €
  • Billed on Orders 10.0.0 - 19.0.*
    30,00 €
    Billed on Orders 10.0.0 - 19.0.*

    The module add columns into the list of orders to show the amount billed and paid for each order. The amount visible for an order is the total of all invoices linked to the order. Note: Values added by this module will be useless if you make 1 invoice for several orders. But if you make one invoice per order, it will save you time to see, in one page,...

    30,00 €
  • projectbudject :Forecasting and monitoring of costs per project
    30,00 €
    projectbudject :Forecasting and monitoring...

    Allow to carry out a forecast of expenditure by type of purchase (order or supplier invoice) and the monitoring of costs per project (supplier purchase and time spent on tasks)

    30,00 €
  • Extralist : Customizing native lists
    30,00 €
    Extralist : Customizing native lists

    This module allows you to add fields to the native lists of dolibarr, from custom attributes or other fields not initially provided for in the list: - selection of additional attributes available for the list - addition of additional fields available in the native tables used by the list The fields thus added are displayed in the field selector of the...

    30,00 €
  • Advanced Discounts 16 - 19.0.*
    30,00 €
    Advanced Discounts 16 - 19.0.*

    Manage discounts according to advanced rules (country, customer categories, presence of products, amount reached...). Discounts are absolute or relative.

    30,00 €
  • ListGPT : Generate query and List with OpenAI
    30,00 €
    ListGPT : Generate query and List with OpenAI

    ListGPT allows to explore Dolibarr data thanks to OpenAI and to restore them in the form of a native list. If the myList module is present, it also allows you to directly create a myList with the result.

    30,00 €
  • payment receipt for Dolibarr 19
    30,00 €
    New
    payment receipt for Dolibarr 19

    The module includes a payment receipt document model with parameterizing functions

    30,00 €
  • Third Party Birthdays
    30,00 €
    New
    Third Party Birthdays

    Widget that helps you remember your third party's birthday, congratulate them on time and create more than a business relationship.

    30,00 €
  • Auto Attach File (Selling terms, Product catalogs...) 16 - 19.0.*
    36,00 €
    Auto Attach File (Selling terms, Product...

    After enabling this module, upload a list of PDF files for each type of document (invoice, orders, proposals, vendor invoices, purchase order and vendor proposals). Then when you will send an email from the document, into the form to send email, you will see that all PDF files are automatically attached into your email form and ready to be sent.

    36,00 €
  • Portofolio : User assignment to third parties and groups
    36,00 €
    Portofolio : User assignment to third...

    Simplifies the allocation of commercial portfolios . No need to go on each client card to identify users/salespeople who have access to it : sort customers, select salesman and validate assignment or modification.

    36,00 €
  • Price offer
    36,00 €
    Price offer

    Creating commercial propal as price offers. Coupled with the Price List module it is possible to import the offer once validated.   Demo on http://doli.sm-2i.fr (demo/demo)

    36,00 €
  • Viewmap
    36,00 €
    Viewmap

    Module to geolocate postal addresses and to display all of your contacts on a Google Map.

    36,00 €
Showing 49 - 60 of 317 items