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    DigiRisk allows you to create, manage, and update your Risk Assessment Document directly within Dolibarr. Fully compliant with French legislation, it includes risk evaluation, action planning (PAPRIPACT), accident management, and much more.

    150.00 €  (180.00€)
  • CRM 360

    This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.

    175.00 €  (350€)

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  • Credit Guard

    The Credit Guard module for Dolibarr is designed to protect your business from the risks associated with customers with overdue payments or purchases from suppliers with outstanding balances. By using predefined credit limits, Credit Guard ensures that no transaction exceeds safe thresholds, giving you full control over outstanding balances and cash flow management.

    19.00 €
  • Caisse Module & Widget: Instant Cash Flow Overview

    Optimize your financial tracking with a dual solution: a comprehensive module showing balance trends of selected accounts, seamlessly integrated as a dashboard widget for instant visibility. Dynamic color coding highlights positive, negative, or zero balances, while the last transaction’s date and time let you view your total cumulative balance in real time at a glance.

    88.00 €

Portofolio : Advanced sales and category assignment

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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.

30.00 € Excl. tax

  • Author Charlene BENKE
  • Module version 1.23.0
  • Release date 09/03/2015
  • Access to download and updates 1000 days
  • How to contact support Page de support
  • Compatibility Dolibarr V18 - V23   -   PHP7 - 8
  • Last update 01/27/2026 04:28 PM

More info...

Supports Services
User Guides Youtube Channel

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)
  • chg V22 and 23 Compatibility
21.0.+1.21.0 (2024-01)
  • chg V 21 Compatibility
  • add default filtering on setting
  • add add turnover user feature
  • fix Some translation errors
20.0.+1.20.0 (2024-09)
  • chg V 20 Compatibility
  • fix thirdparty clone feature set_parent change to setParent
  • Supported languages
    French French - English English - Italian Italian - German German 

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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