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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.
Shows what remains to be invoiced (unbilled amounts) on each customer order, line by line: partial invoices, down payments, credit notes, grouped invoices.
This web site is the official market place to find addons and plugins for the Dolibarr ERP CRM project.
You can search for additional features and find different modules or extensions. Browse the categories to find your extension or use the search form at the top of the page ...
Some extensions/modules are free, some are paid (Members of the Dolibarr foundation benefits a 10% discount if the request is made to the association once account has been created on DoliStore. Buying product must be done after the request has been processed to see the 20% discounts on all prices)
You can submit your own modules, you choose the price (free is better). For this, just create an account and submit your module from left menu.
You have to make the same invoice to 200 customers ? That plugin is the solution, please do your first invoice then select all others customers you want to apply that invoice.
Automatic KPI Reports by Email (Weekly/Monthly). Compatible Dolibarr V16 to V23. GPLv3. No external dependencies. By Dolicraft.
All your users can use AI from various providers at minimal cost (chatGPT, Perplexity, Mistral, DeepSeek, Claude, FLUX), paying only for API consumption. You can configure providers, AI models, usage limits, and permissions per user. Maintain a complete history of all AI interactions within Dolibarr. IMASDEWEB.
This module adds a sales funnel to Dolibarr's CRM, based on the prospect status field and an additional prospect score automatically calculated when prospect data is completed. Easily track the progression and quality of your leads in a clean and intuitive interface.
This module adds a list of customer orders with statistics on the last customer order: - date of last order - number of days without an order
Automatic sending and reminders for your business documents: invoices (auto-send on validation, reminder levels based on the due date) and proposals (auto-send on validation, reminder levels based on the end of validity). Each customer written to in his own language, safe recipient rules, no mass sending on activation, per-document exclusions, everything traced in the agenda.
Modern TakePOS for Dolibarr, better organized and more user-friendly, with a clean, smooth interface.
Packing list allows to create packing lists and tracking of parcels. Shipments can be split into different packages to which assign their own carrier and tracking number in addition to successive management states. Note: It is compatible with the multi-company module.
The webObserver module is a monitoring module to be used in conjunction with the WebHost module. Sends status information from a Dolibarr client instance to the corresponding WebHost card. View information on installed/deactivated modules, etc. This module requires the purchase of the WEBOST module. Not to be used alone.
Create custom SQL-powered widgets on your dashboard: KPI numbers, data tables and charts, driven by your own SELECT queries.
With the module To Do Tasks, Focus your energy on the right things Easily organize and prioritize your tasks and projects so you’ll always know exactly what to work on next. 1- Map out your projects & goals step by step with project sections and sub-tasks. 2- Highlight what’s important with color-coded priority levels.
The MBI Signature Yousign module allows your third parties to sign quotes, orders, contracts, SEPA mandates, interventions, and delivery notes via Yousign, as well as attached external documents and external files. The eIDAS-certified signature includes an SMS code to verify the signer's identity.