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Follow up the unpaid invoices of your customers efficiently in Dolibarr: configurable follow-up levels, follow-up letters printed in a single PDF, reminder emails with the table of invoices, manual actions for your credit controllers and a complete follow-up history on each customer. A faithful port of the Odoo module “Customer Payment Follow-up Management”.
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.
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This module allows you to create customizable product options: - define your own options for each product - associate an additional amount for each of the options - the selling price of the product is automatically modified according to the options - transfer the options chosen between the parts (estimate, order, invoice)
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The Management module enhances Dolibarr ERP/CRM by optimizing the management of contracts, interventions, and projects. It offers advanced tools for tracking contract periods, invoicing services rendered, and analyzing costs and time spent on projects.
The module allows you to define specific periods for each contract, facilitating the tracking of interventions carried out within the contractual framework. This feature helps identify fulfilled commitments, additional services provided, or missing interventions.
By associating interventions with defined periods, it is possible to generate detailed invoices that accurately reflect the services provided over a given period, ensuring transparent and consistent invoicing for the services provided.
The module provides tools to record the time consumed and costs associated with each task or project, allowing for detailed analysis of team profitability and efficiency.
Thanks to accurate time and cost recording, it is possible to invoice tasks individually or globally by project, depending on the terms agreed with the client.
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