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Manage employee training, competencies, qualification, requalification, SOP retraining, evidence documents, audit trail, PDF certificates and automatic email reminders directly in Dolibarr.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
A copy button at the end of the reference of your proposals, orders, invoices, projects, products… and on the third party card for the name, email, phone and customer code. One click, a tick: it's copied. Enabled object by object.
The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
Elija un producto en un presupuesto, pedido o factura: se muestran el último precio y el descuento concedidos a ese cliente, y se aplican con un clic.
Your delivery notes keep the labels and descriptions copied from the sales order: a corrected order or a renamed product no longer changes them. Texts editable on the draft delivery note, movable lines, carried over to the PDF and the invoice.
Muestra lo que queda por facturar en cada pedido de cliente, línea por línea: facturas parciales, anticipos, abonos, facturas agrupadas.
Whole-document discounts and charges on proposals, orders and invoices — order-size, loyalty and member discounts, delivery fees and levies — plus an early payment discount and late payment fees.
Sezame turns Dolibarr into an event access control solution: manage participants, generate badges and QR codes, then scan access directly from a smartphone through a private and secure connection, with real-time attendance tracking.
Clientes o socios pagan por adelantado; TakePOS descuenta el saldo en cada visita hasta agotarlo. La contabilidad de Dolibarr queda intacta.
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.
Automatiza los recordatorios de facturas impagadas en Dolibarr: agrupa los emails por cliente y sigue las promesas de pago, disputas y planes de pago. Tus clientes consultan su situación y responden desde el portal incluido.
Vincule sus terceros entre sí (filiales, socios, proveedores...) y vea toda su red de negocios en un mapa interactivo.