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All your organization’s key dates in one calendar: REGISTRA events, CONVOCA meetings, DOMINIUM co-owner meetings and your own appointments, read live with no double entry. Link appointments to third parties and contacts, find them in the Dolibarr Agenda and follow upcoming events from the home page. Multi-company ready: the parent entity sees the calendars of all its subsidiaries.
Ask questions in plain language about your customers, quotes, orders and invoices. Read-only answers with exact totals, tables and links to the source documents. Works with your own OpenAI-compatible AI provider, under a monthly budget cap.
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A module dedicated to advanced CRM management. It allows you to keep track of interactions with third parties and their contacts. Every sellers action towards third parties is recorded and cataloged. Any mail sent is registered and cataloged. The management of Sales campaigns is possible. Actions can generate events on the agenda. Each action can be associated to documents. Analysis and reports
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Keep track of every customer interaction via the Enhanced CRM module |
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The "Advanced CRM" module inserts a series of features typical of a CRM program into Dolibarr. Other characteristics:
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Publisher/Licence: Marcello Gribaudo / AGPL User interface language: |
User documentation: Manual Enhanced CRM Demo : Demo |