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Hide the descriptions of a document's lines to show a compact list, then edit quantities, prices, discounts, VAT or labels directly in that list and save everything with one click. Delete several lines at once. For your customer and supplier documents.
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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Monitor your company's cash flow and financial performance in real time! The module provides you with reports on current, future and projected sales figures. It features current, future and projected Intermediate Balance based on custom accounting groups, as well as insights into your current and future cash flow.
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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. |