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Executive dashboard with invoicing, collections, debt aging, sales pipeline and ticket KPIs — plus per-customer analytics and 30+ injected dashboards across Dolibarr.
How many returnable kegs, crates or pallets each customer holds, the deposit value and the packaging not returned in time.
Customer Relationship Management
Automate payment reminders for unpaid invoices in Dolibarr: group emails by customer and track promises to pay, disputes and payment plans. Customers can view their account and reply through the included portal.
Export any Dolibarr list to Excel or PDF with one click. The file is built on the server, so long lists never freeze the browser.
Your maintenance, hosting or backup contracts invoiced on their own, monthly to yearly, never twice. An unpaid invoices screen with aged balance, tiered reminders you approve, and payment terms under control.
Moroccan tax package (liasse fiscale) in Dolibarr: balance sheet, CPC, ESG and schedules filled from the trial balance (CGNC chart), EDI XML file validated against the DGI XSD schema and ZIP ready for Simpl-IS. Normal and simplified models, sales by customer statement, pre-filing checks, PDF. Dolibarr 18 to 24.
Print a clear, accurate statement of account for any customer or supplier in one click: opening balance, every invoice, credit note and payment with a running balance, closing balance and a ready-to-sign PDF. Supports net statements for third parties that are both customer and supplier, and right-to-left Arabic.
Dolibarr records third parties, proposals and invoices. It does not tell you where each deal stands, which lead deserves the next call, which follow-ups go out on their own, or how much you will really sign next month.
Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
Electronically sign Dolibarr PDFs from a link: hand-drawn signature, customer-then-company signing order, and a full log of every signature.
Give your customers a dedicated space to view invoices and documents, accept quotes and follow their projects, interventions and deliveries. A customer extranet integrated with Dolibarr.
Manage the complete equipment loan voucher lifecycle in Dolibarr: creation, assignment to a salesperson or department, due dates and reminders, products with serial numbers and notes, extensions, closure, conversion to orders or invoices, linked objects and customizable PDFs. Compatible with Dolibarr 17 to 24.
Turn Dolibarr into a complete school platform: dashboard, students, parents and guardians, enrollments, school years, levels, classes, subjects, rooms, timetable, courses, teachers and staff, exams, grades and report cards, absences, discipline, library and loans, laboratories, canteen, transport routes, infirmary, activities, fees, payments, documents and reporting.
Turn Dolibarr into a complete beauty salon platform: dashboard, clients and prospects, beauty CRM pipeline, treatments, appointments and agenda, treatment records, staff and leave, cabins, equipment and maintenance, cosmetic products and stock, sales, till, packages, gift cards, loyalty, reviews, marketing, notifications, automations, purchases, expenses, client portal and reporting.