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Smart Notes enhances note management in Dolibarr ERP & CRM by introducing an advanced, timestamp-based and chronological system. The module replaces standard note tabs with a modern interface designed to record, view, and track key information clearly and efficiently.
Automatically enrich third-party records with AI and trusted web sources, then validate every change before applying it. To create a third party, prospect, customer, or supplier record, you only need to enter the name and city. ClientPlus then fills in contact details, SIREN, SIRET, VAT number, and more.
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This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.
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What the module allows:
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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. |