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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.
Let your employees request materials and products directly in Dolibarr, with an approval workflow by the department manager and then the requisition manager. Once approved, the requisition automatically creates purchase orders (requests for quotation) and internal stock transfers. Ideal for manufacturing, maintenance, construction sites, facility services and any multi-department company.
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You need to clone the same element 10 times? The Multi-Clone module allows you to do it in 1 click ! Allows you to clone documents by specifying the number of clones and the cloning frequency in months.
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help?Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly?Are you encountering a problem? Our technical team will analyze your request. |