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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.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Customer Relationship Management
A copy button at the end of the reference of your proposals, orders, invoices, projects, products… and on the third party card for the name, email, phone and customer code. One click, a tick: it's copied. Enabled object by object.
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
Pick a product on a quote, order or invoice: the last price and discount granted to that customer are shown, and applied in one click.
Your delivery notes keep the labels and descriptions copied from the sales order: a corrected order or a renamed product no longer changes them. Texts editable on the draft delivery note, movable lines, carried over to the PDF and the invoice.
MBI Propale History turns the successive revisions of a commercial proposal into a single, traceable version history, directly inside Dolibarr.
Shows what remains to be invoiced (unbilled amounts) on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
Sezame turns Dolibarr into an event access control solution: manage participants, generate badges and QR codes, then scan access directly from a smartphone through a private and secure connection, with real-time attendance tracking.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.
Hide the descriptions of a document's lines to show a compact list, then edit quantities, prices, discounts, VAT or labels directly in that list and save everything with one click. Delete several lines at once. For your customer and supplier documents.
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.
Link your third parties together (subsidiaries, partners, providers...) and see your whole business network on an interactive map.
Create customers in 10 seconds from their SIREN, SIRET or VAT number, stop duplicates while typing, audit and fix your whole base (undoable for 30 days) and get daily warnings of insolvency proceedings. New: e-invoicing PA/PDP and address of each customer, prospects found in the registry by activity and area, turnover and officers.