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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.
I vostri contratti di manutenzione, hosting o backup fatturati da soli, da mensile ad annuale, senza doppioni. Schermata degli insoluti con scadenzario, solleciti a livelli che approvate voi e condizioni di pagamento sotto controllo.
c458d20220915105604
This module offers new mass actions: batch download of PDF documents as a zip archive, batch adding of recipients to a mailing list, batch assignment of a salesperson to third parties.
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This module adds new mass actions on lists:
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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. |