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Customer Relationship Management
The “Automatic Notes V3” module automatically adds predefined notes to your sales documents, making it easier to communicate information with your customers or suppliers.
The ‘Contact/Exchange Tracking V3’ module is designed to optimise the management of interactions between your company and third parties (prospects, customers, suppliers, etc.). Version 3 introduces a number of major improvements to make it easier to use, strengthen collaboration between your teams and enhance interaction tracking.
Accept 200+ payment methods in 150+ currencies globally in a highly secure, state-of-the-art environment supported by AI-powered risk management for SMEs & large enterprises. Novalnet hosts multiple value-added features & services including recurring payments, debt collection, automated marketplace.
Das Quick Invoicing-Modul von Dolibarr soll die Erstellung von Rechnungen vereinfachen und beschleunigen. Unter Umgehung des Standardprozesses können Benutzer Rechnungen mit nur wenigen Klicks über die Schnittstelle „Neue Rechnung“ erstellen. Hier sind die Hauptmerkmale:\r\n\r\n
This module simplifies stock movement tracking by combining multiple entries into one line, grouped by origin. It includes returned quantities in the summary, giving a clear and easy-to-read overview of inventory changes.
Detailed report on closing stock with physical stock entries and variance calculations.
<p>This module simplifies Dolibarr workflow for creating customer orders and related documents (expedition, BOL, invoice) with just a few clicks. PDF generation and PDF merge are included with a custom number of pages/include for each document.</p>
Module to limit invoices, orders, or proposals by amount
<p>ClientGuard is a powerful solution for Dolibarr that helps manage client account restrictions effectively. Automate payment conditions, track contract statuses, enforce financial limits, and ensure proposals, orders, and invoices comply with your business rules. Fully customizable permissions allow seamless control over user access while maintaining financial stability.</p>
Save time by generating your invoices in bulk more efficiently. Choose to issue one or multiple invoices per client and generate them in just a few clicks from billable quotes or orders.
<p>The module offers new substitution variables, to include information on the recipient contact such as first and last name, position and address, which you can add to your email templates. Once the contact has been defined and the template selected, the message content will be automatically replaced by the contact's information.</p>
<p>Sales team will not like to clutter their list of Customer & Prospects with this list or dump of suspects, hence they prefer to keep the list of suspects separately. To resolve this practical challenge faced by Sales team we have come up with this Pre-Opportunity module.</p>