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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
🚀 Update your Dolibarr catalogue from Excel or CSV in a few clicks. ✅ Selling prices ✅ Supplier purchase prices ✅ Stock (replace or adjust) ✅ Preview and simulation before import ✅ Visual 5-step wizard ✅ Reusable import templates
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Discover the Kanban module! The Kanban module allows you to organise items in Dolibarr such as quotes, orders or third parties into customised columns. This allows you to easily manage your workflows thanks to a planned organisation of your processes and actions to be carried out.
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help?Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly?Are you encountering a problem? Our technical team will analyze your request. |