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This module allows you to track and export your revenue and margin. It also includes a comparison of revenue and margin over previous years.
Metabase in Dolibarr allows the display of Metabase dashboards in Dolibarr : following or replacing main menu home pages or from its own menu links.
Customer Relationship Management
Automate the entry of prices for subsidiaries: - Based on a third party designated as the parent company of a group with customer prices already set. - For subsidiaries, you can apply the parent company's prices with a single click. - All customer prices for a subsidiary can be deleted with one click.
Advanced access control for third-parties: manage customer/supplier access by user groups instead of individual assignments. Simplify permissions with departmental governance, category inheritance, and comprehensive audit trails.
A module to popup a message when a blocking ticket has the status Unread and the user belongs to the selected usergroup
SMS module with modular architecture for Dolibarr. New providers added by simple connector file (smsplatform_*.class.php). API for third-party developers.
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.
Supplier Contracts brings contract management to Easya/Dolibarr, mirroring which mirrors customer contracts/subscriptions.
Addition of a minimum amount per document and possibility to notify or block if it is not reached
When entering an external reference (customer order number, supplier ref...), an alarm is displayed.
This module allows you to create scheduled communications that will be displayed to users upon login.
This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.
The purpose of this module is to prevent the creation of duplicate entries.