Dolibarr ERP CRM: ERP & CRM Simple Business Management Software

Dolibarr is a simple open source software suite for small, medium or large enterprises, independent, self-employed or associations.

It integrates the functions of Integrated Management Software (ERP) and Customer Relationship Management (CRM)

Dolibarr offers a set of modules that integrate with one another, avoiding duplicate entries and enabling a 360 view on all professions, with the main slogan: simplicity of use. The following modules are available:

Management of customers / suppliers / contacts
Products Catalogue
Quotes and proposals
Orders
Invoices
Stock managment
Events
Management of bank accounts
Mass emailing
Point of sale
Imports / Exports
Polls (Doodle)
Follow-up of enquiries
And more than 30 other functional or technical modules are available.

Editor: Dolibarr foundation

Strengths of Dolibarr ERP CRM

Certifications: Anti-fraude, GDPR

Dolibarr ERP CRM demo and screenshots

Dolibarr ERP CRM customers

No customer reference

Similar software

Factomos

BIlling for small/medium businesses and entrepreneurs

Proggio

#1 Project Management Tool For Teams

Wimi

Project Management & Teamwork App

Dolibarr ERP CRM pricing and features

Plans & Pricing

Standard

Version hébergée en Saas

US$0

€9 /month /user

Version hébergée en SaaS (voir https://saas.dolibarr.org)

Features

Accounting

Accounting Data Export

Accounting Entries

Accruals and Allocations

Consolidation and Reconciliation

Custom Chart of Accounts

Financial Accounting

General Journal

General Ledger

Guided Accounting Entries

Management of Bank Statements

Subledger Accounting

Backup

Automatic Backup

Billing & Invoicing

Asset Management

Automatic VAT Management

Billing Approvals/Validation

Contract Management

Credit Card Payments and Direct Debits

Custom Invoices

Delivery Note

Down Payment Management

Invoice ID Management

Multi-currency Management

Payment Follow-Up

Payment by Bank Transfer

Purchase Order

Quote to Invoice Conversion

Recurrent Billing

Sending Invoices by Email

Customer Support

Canned Responses

Ticketing

Tickets Allocation

Ecommerce

Payment gateways

Expenses

Accounting Entries Generation

Expense Validation process

Expenses Input

Refound Management

Marketing Automation

Mass Email

Payroll

Time Off & Leave Tracking

Procurement

Catalogue / Price Book

Contract Management

Goods / items Management

Incoming Quotes Management

Linking purchases to project

Product Datasheet

Purchasing Follow-up

Supplier Invoices Management

Supplier Orders Management

Suppliers Management

Sales Force Automation

Account management

Business Proposition

Contact management

Customer file import

Events history and follow-up

Lead Management

Lead management

Quote

Salespeople Management

Services Management

Intervention Receipt

Interventions Management

Request for Intervention

Stocks

Best If Used By (BIUB)

Bundles Management

Goods Flow History

Inventory Valuation

Out-of-Stock Alert

Product Location Management

Product Reference

Stock Error Alerts

Traceability

Web Design

Blog & Articles

Multilingual Website

On-the-fly snapshots

Website Templates

Services

Integration & Interoperability

API, Web Service

Active Directory (AD) Integration

LDAP

Linux OS

Mac OS

SMTP

Windows OS

Why choose an ERP?

The phrase ERP (Entreprise Resource Planning) is mentioned a lot. But what exactly does it consist of? When should you consider if for your company? And how do you identify what you need?

Software guidelines and advice for entrepreneurial success

Are you the head of a VSB (Very Small Business- fewer than ten employees)? Or perhaps starting up your own business?

This ERP covers 100% of Customer Relationship Matters

What is your choice of Customer Relationship management tool? Does it interface with your general company management tool? Is it well suited to your function style?