Allows you to program different types...
Customer Relationship Management
It is essential for companies to be able to guide their decisions with the use of forecasting and planning tools projected in the short, medium and long term. This module is a planning tool, simple and flexible, which allows you to define in advance the revenues in a given period and therefore to evaluate any deviations from the original plan. The...
This module allows your clients to place an order without logging it into Dolibarr. All they need is their customer code (CUxxxx-xxxxxx)
Entering correct addresses made quick and easy: Based on the entry of post code (zip) or city name, the rest (post code, city name, canton and country) get proposed and auto-filled. Works in all address forms for customers, suppliers, prospects etc. within Dolibarr. This module covers all post codes, cities and cantons of Switzerland and Liechtenstein.
Entering correct addresses made quick and easy: Based on the entry of post code (zip) or city name, the rest (post code, city name, federal state and country) get proposed and auto-filled. Works in address forms of customers, suppliers, Prospects etc. within Dolibarr. This module covers all post codes, cities and federal states of Austria.
Entering correct addresses made quick and easy: Based on the entry of post code (zip) or city name, the rest (post code, city name, federal state and country) get proposed and auto-filled. Works in all address forms of customers, suppliers, prospects etc. within Dolibarr. This module covers all post codes, cities and federal states of Germany.
Functionality that allows you to know if your clients read your emails from: ✓ Commercial proposals ✓ Sales orders ✓ Contracts/Subscriptions ✓ Customer invoices
The module adds a field for each product / service on your proposals, invoices and orders to multiply the price according to the number of participants, the number of days, ... You customize this field and manage your proposals as close as possible to your activity!
Save time creating invoices, proposal and orders by importing selected lines from other quotes/orders/invoices !
Find at a glance which customers / prospects and suppliers are in the same geographic area as a third party. Organize your trips and save time and money!
À l'aide des informations pré-remplies, générer vos attestations fiscales pour un client ou simplifiez vous la vie en générant en masse toutes vos attestations pour une année donnée disponible sous format zip ou sous format pdf. Vous pourrez également utiliser le module d'emailing pour envoyer vos attestations fiscales en masse.
This module allows you to create time accounts for your customers. Manage the time allocated for these by adding or removing time following your interventions. A public page to be activated so that your customers can view the available balance for the account.
Functionality that allows you to give points as a bonus to customers for their purchases at your business, compatible with TakePOS