No products
* Prices may vary depending on your country.
* An additional contribution can be added at the time of payment.
New products
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.
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.
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Quickly add a product or service in your catalog from a proposal is now possible with the Free to product module !
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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. |