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proyectosplus
Professional project management with guided creation wizard, sector-specific templates, AJAX side panel, Kanban board and custom fields per category. Create complete projects with automatic tasks in seconds.
199.00 € -
Tiers Switch
The TierSwitch module for Dolibarr simplifies third-party management by allowing you to easily edit customers and suppliers across various documents with a single click. Whether it’s a quote, order, invoice, contract, shipping sheet, project, or intervention, TierSwitch makes updating third-party information quick and effortless.
69.00 €
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.
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Module presentation presentation video
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
| 23.0.+1.23.0 (2026-01) |
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| 21.0.+1.21.0 (2024-01) |
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| 20.0.+1.20.0 (2024-09) |
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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 |
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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. |
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Advanced management of intervention planning (monitoring, planning, cloning, etc.) From a simple and intuitive calendar view, manage your interventions, plan and monitor your employees |
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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 |
If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org