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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
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.
Project management or collaborative features
Brief project displays an overview of the projects' details directly in the list view, letting users see and compare informations without needing to click through each project individually.
Create purchase orders and supplier price requests from a validated sales order, linked line by line, with stock and kits.
All your organization’s key dates in one calendar: REGISTRA events, CONVOCA meetings, DOMINIUM co-owner meetings and your own appointments, read live with no double entry. Link appointments to third parties and contacts, find them in the Dolibarr Agenda and follow upcoming events from the home page. Multi-company ready: the parent entity sees the calendars of all its subsidiaries.
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.
Manage employee training, competencies, qualification, requalification, SOP retraining, evidence documents, audit trail, PDF training records and automatic email reminders directly in Dolibarr.
Link your third parties together (subsidiaries, partners, providers...) and see your whole business network on an interactive map.
Manage gardens and landscaping projects in Dolibarr: customer sites, quotations, maintenance contracts, team schedules, visits, working time, invoicing and margin tracking.
Professional Change Control module for Dolibarr with Impact Assessment, Risk Assessment, Approval Workflow, Implementation Action Plan, Effectiveness Check, Audit Trail and PDF reporting.
DoliStrategy is the first module of NEXT GESTION's Business Strategy range. It connects the entire strategic cycle in a single cockpit and lets leadership answer, from Dolibarr: what is our strategy, are we ahead or behind, which KPI are struggling, which projects serve which objectives, how much do we invest and for what benefits, which…
The native Dolibarr Projects module stores projects and tasks. It does not tell you whether a project will stay within its budget, which task is blocking the delivery, who will be overloaded next week, or how many billable hours are still waiting to be invoiced.
Manage your construction projects in Dolibarr: projects and contracts, job orders, planned vs actual job cost sheets (materials, labour, overheads), material requisitions (BOQ) with approval workflow, subcontractors and PDF reports.
Manage the Bills of Quantities (BOQ) of your construction and contracting projects in Dolibarr: reusable estimate templates, tab based BOQ form with Materials, Labours, Overhead and Signatures, quotation creation, manager signature and a customer portal where your customers view, sign and accept their BOQs and print the PDF report.