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New products
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.
Show each team only what it needs. Hide margins and cost prices from salesmen, lock payment terms, remove the Delete button, hide the Bank menu, ban exports, per group or per user, without code. Enforced by the server, REST API included.
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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. |