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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.
The RelanceCompteClient module allows you to efficiently manage customer reminders for unpaid invoices directly from Dolibarr. It provides an intuitive interface to view customer account status and send personalized reminder emails with a detailed table of overdue invoices.
Project management or collaborative features
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.
A modern, feature-rich Kanban board module for Dolibarr ERP/CRM that transforms project management with an intuitive visual interface.
Thanks to this module, it is possible to integrate quality management into your Dolibarr processes.
The After-Sales Service module for Dolibarr helps you manage repair/service cases both in a workshop and for on-site interventions, across a wide range of trades. It includes a planning calendar (create & edit appointments) and an advanced mobile workflow using QR Codes (photos + signature) with mandatory Terms & Conditions validation.
The PDF Merger Pro module is an essential tool for enhancing your document management capabilities within Dolibarr. This module allows you to seamlessly append additional PDF documents to any generated PDF file, making it ideal for enriching proposals, invoices, and orders with supplementary materials.
Modern Template adds a full-screen shell on top of Dolibarr: compact toolbar, draggable tiles, synchronized sub-menus, smart search, and auto redirect after login. Uses Dolibarr native menus/permissions.
CardDesigner allows you to customize the cards and views in Dolibarr ERP & CRM according to your specific needs. With this module, you can adjust the display of additional fields (extrafields): hide them, make them bold, edit them or add tooltips.
The Dolibarr machinery tracking module allows you to enter your data of your machinery or vehicles, namely: the registration numbers, the owner, the drivers... also the module allows you to manage their insurance, technical visits, repairs as well as their fuel consumption...
The Project Portfolio module adds a dedicated space in Dolibarr for managing, tracking, and approving projects within the organization. It provides a global view of all project requests, their progress, budgets, and the users involved.
Pin rows from lists: Customer orders, Quotes, Supplier commercial proposals, Supplier orders, Customer invoices, Member supplier invoices, Third parties, Products, ...
The Keep Latest Searches – Dolibarr module allows you to save your most recent searches performed in Dolibarr lists.
The “Third-Party Documents” module for Dolibarr centralizes, on a single screen, all files attached to a customer, supplier, or prospect.