No products
Prices may vary depending on your country.
Product successfully added to your shopping cart
There are 0 items in your cart. There is 1 item in your cart.
Product successfully added to your shopping cart
There are 0 items in your cart. There is 1 item in your cart.
New products
-
Collab Track : Work as a team, without collisions.
Lets you visualize which collaborators are connected to the same document as you and find out whether they are simply reading or making changes in progress.
FREE -
Financial Management
Dolibarr's Financial Management module offers several key features for effective management of the company's financial and commercial performance. Here is a description of the features:
360.00 €
Portofolio : Advanced sales and category assignment
c718d20180324180422
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.
|
|
More info
 |
|
Module presentation
The Portfolio module for Dolibarr ERP/CRM facilitates the mass management and assignment of sales representatives to third parties, as well as the organization of products, services, users, and contacts within groups and categories.
Key Features:
Sales Representative Assignment:
Quickly assign users to third parties as sales representatives, thus optimizing customer relationship management.
Advanced User Group Management:
Efficiently organize your users and contacts by assigning them to specific groups, improving internal collaboration.
Category Management:
Categorize your products, services, users, and contacts into custom categories, making them easier to identify and manage.
Third-Party Clone:
Easily duplicate third-party records while maintaining a reference to the original entity, simplifying the creation of new, similar records.
Automated Notifications:
Automatically add the associated sales representative as a recipient when sending emails or setting up appointments, ensuring seamless communication.
Detailed Reports:
Access reports on outstanding invoices by customer or sales representative, providing increased visibility into performance. commercial.
Latest developments of the module
| 21.0.+1.21.0 (2024-01) |
|
| 20.0.+1.20.0 (2024-09) |
|
| 19.0.+1.19.0 (2024-04) |
|
|
|
French - 
English - 
Italian - 
German Other modules may interest you
 |
A small clock always visible in Dolibarr to keep an eye on your main boxes and the actions of the day (interventions, tasks, commercial actions) Customizable according to your tastes and needs by the presence of plugin integrates a “breadcrumb”/Breadcrump of the last elements viewed, a Pomodoro function and a calculator |
 |
MyList allows the creation of personalized dynamic lists from the information contained in your database processed by an SQL query and makes them accessible from the Dolibarr menus. |
 |
Advanced management of intervention planning (monitoring, planning, cloning, etc.) From a simple and intuitive calendar view, manage your interventions, plan and monitor your employees |
 |
Management improves dolibarr's native functions for project management, interventions and contracts. - Report on interventions - Contract deadlines - Improvement in the entry of time consumed (monthly and on the fly) - Improvement in the monitoring of time consumed on projects - Invoicing of contract, intervention and project deadlines |