Dolibarr expertise

Dolibarr is a full-web modular ERP and CRM enabling to manage any professional or associative activity.

We live in a world where people buy, sell and communicate in countless ways. Regardless of the industry or niche you operate in, building and maintaining quality customer relationships must be key success factors. And as your business grows in complexity and size, the need for a digital solution is simply a must. Today, the solution to the automatic processing of information is: computing. Computer science, all connected connected objects (smartphones, tablets …) as well as the diverse and varied applications related to it occupy a more and more prominent place in our daily lives, and those of companies.

Any organization wishing to have a reliable and responsive information system must, today, use the many solutions proposed by the digital.

SaaS software solutions, like CRM, have become essential in recent years, and have earned a place in every company, or industry. These systems are highly recognized by IT managers, as they create a common IT platform for the entire organization, which collects and organizes a lot of data.

Management software is now central to enterprise information systems. They make it possible to optimize the performances, costs and resources, by centralizing a lot of information within the same application.

What is Dolibarr ?

Dolibarr works in SaaS mode, and is therefore compatible with all browsers. This ERP/CRM is particularly suited to manage companies, larger companies or associations. It is a modular software, on which one activates only the required functionalities.

Technically, the Dolibarr project is OpenSource, and based on WAMP servers, or LAMP (environments including two servers (Apache and MySQL) and a PHP script interpreter). Dolibarr is written in PHP. It uses MySQL, MariaDB or PostgreSQL databases.

We can take care of your Dolibarr installation and the configuration of its prerequisites, whether your installation runs on Windows, Ubuntu, Debian, or RedHat … .

ERP (Enterprise Resource Planning) and CRM (Customer Relashionship Management) allow you to manage all the processes of the company. They cover many tasks in a unified and homogeneous way, on a unique and non-redundant basis (management of the commercial part, teams, purchases, finances …).

What is an ERP ?

An ERP refers to the systems and software packages used by companies to manage their daily business activities, such as accounting, supplying, project management … .

ERP systems can communicate by organizing data flows between them. By collecting shared transactional data from multiple sources, ERP systems eliminate duplication of data and provide data integrity with a single source.

What is a CRM ?

A CRM system allows companies to manage their commercial links, as well as data and information associated with them.

The CRM gives the opportunity to store customer and prospect contact information in a central location, ideally in the cloud, so that the information is accessible to several employees, and in real time.

Details

More about Dolibarr

Dolibarr is based on an intuitive interface. Everything is done to use computer and web standards (coding, export formats, interfaces with other platforms …). In addition, Dolibarr is continually enriched with new features, and its community is growing.

Multi-user. Dolibarr integrates a powerful system of rights management to assign roles to each person or group of professionals.

Dolibarr proves to be very reliable for organizations wishing to quickly adopt a management solution, and be responsive to any order, quote or invoice request … .

Modular features

Workflow

This module allows you to set up automatic document creations. For example, when a quotation is “signed”, the module can automatically create a command.

Contacts

The contacts directory centralizes customers, suppliers and prospects in a contact list, and allows unified access to collaborators. These contacts can be used in document headers.

Agenda

This module allows you to benefit from a calendar and manage events (unique, recurring …), appointments or tasks (“to-do” type).

Invoice management

Allows to create or modify an invoice. It also includes the functions of generating an invoice in a document format, such as a PDF.

Quotations

This module makes it possible to create quotations. It is possible, subsequently, to convert them into an order or invoice directly.

E-mailing

This module allows to send batch e-mails to all or part of a listing clients, suppliers, prospects, users, members … .

Sales margins

This module calculates and displays the margins made on sales. It gives a view of margins on each document (quotation, order, invoice …) as well as by user, product, customer.

ClickToDiall

This module is used to trigger a phone dialing by simple click on a phone number (via SIP system, local client managing “tel:” links or softphone software).

Here is an overview of other major features offered by Dolibarr :

  • Catalog of products and services ;
  • Stock management ;
  • Management of bank accounts ;
  • Management of commercial actions ;
  • Payment management ;

 

  • Order management ;
  • Shipping management ;
  • Survey creation ;
  • Point of sale management ;
  • Import/export of data and reports ;

Other key points

DoliStore

Dolibarr’s association provides the official “DoliStore” marketplace, in order to connect independent vendors and users with plug-and-play modules or plug-ins for Dolibarr ERP & CRM.

Copyright: “Association Dolibarr”. Siren 52033993800018

High customization level

 

Dolibarr is highly customizable, in terms of features, menus, themes, templates to import, available on DoliStore … .

Responsive

 

Works with any browser, on any device (PC, smartphone, tablet …), or even through a dedicated  Android application.

Copyright: Laurent Destailleur, NLTechno SARL.

Including Dolibarr’s ‘3 S Rule’  …  ▶️➡️▶️ 

  • 📲 Simple to install 
  • ✔️ Simple to use
  • 👨🏻‍💻 Simple to develop

IDFOR’s services

Our team will work with you in to deploy this platform. Our expertise allows us to analyze your needs, to carry out your requests, to advise you on the technologies to use, as well as on the avalaible extensions for existing products.

Our experts work in a personalized way for services like :

Analysis of the need ;
– Making of specifications ;
– Platform implementation in your technical environment ;
– Dolibarr configuration according to your specifications, in respect of your business context ;
– Correction and evolutionary maintenance of solutions ;

IDFOR’s promesse

IDFOR was created to simplify the digital transition of our customers, and to improve and simplify data transmission, relying on a high level of technical know-how..

Team spirit

Our team is composed of experienced project managers. They are at the service of all your projects and will do their best to make them succeed.

Agile approach

We manage your projects in an agile and interactive way, with your teams, in our offices and lead regular meetings and progress points with your project managers.

Methodology

We implement professional methodologies for the success of your projects.
Our approach: AnalyzeDesignDevelopCheckDeliver.