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Project financial monitoring in DoliPlus: track your margin month by month with FAEs, FNPs and management control.

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Edit your custom fields directly where you see them: click on the line, change the value, and it’s saved. On all your records.

Your Microsoft 365 inbox was blocking email archiving. Problem solved: DoliPlus reattaches them to the customer record, no password required.

Stock projection: anticipate shortages and order in time — supplier receipts are now counted immediately.

Product variations in DoliPlus: manage your variants (size, colour) from a source product.

DoliPlus customer outstanding management reduces late payments: global and per-customer tracking, alerts and overdue blocking.

Organise events and tasks in DoliPlus: calendar, appointments and actions all in one place.

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Create your document templates in DoliPlus and share them with specific colleagues: Users field, types, duplication and permissions.

Visit report in DoliPlus: record your customer interactions and access them from the customer or supplier record.

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DoliPlus dynamic pricing: calculate your rates using formulas, based on pricing classes or criteria.

Loan Management in DoliPlus: declare, track, and account for your professional loans (principal, interest, insurance, repayment schedule).

Automated import of bank statements brings your transactions into DoliPlus daily via Open banking, so you can track your cash flow in real time.

Offsetting receivables and payables in DoliPlus: settle what you owe and what you’re owed in a single operation.

Update your product prices in bulk with DoliPlus: a dedicated interface lets you adjust your rates in just a few clicks.

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When sending your invoice by email, DoliPlus adds a link in the email footer allowing online Paybox card payments with Dolibarr.

DoliPlus Extranet Portal: secure web access for your customers to view their documents.

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Click-to-Call lets you initiate a phone call with a single click on a contact’s phone number in your Dolibarr CRM software.

Word letter templates in DoliPlus: pre-filled templates with substitution variables, generated from a customer or supplier record.

PBXware telephony in DoliPlus: connect your Bicom Systems PBX to handle incoming and outgoing calls from your records.

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DoliPlus SMS job alerts automatically notify your contacts before the appointment, via SMS or email.

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Goods receipts in DoliPlus: record supplier order arrivals and update your stock levels.

EAN barcodes in DoliPlus: scan your incoming and outgoing goods, with batch management for EAN 13 and 128.

Calculate surfaces and weights in DoliPlus: sell by the square metre, deduct weight and plan the number of installers.

Mobile job management with DoliPlusMobi: records, photos and signatures on-site, even offline.

DoliPlus Resource Management: track rooms, vehicles and equipment, and monitor their schedules.

SuiviDeFlotte.net Connector for DoliPlus: sync customers, suppliers and vehicles with fleet geolocation.

Your DoliPlus CRM tool uses your website forms to easily create new leads.

Cash register software regulations apply when you take payments from individuals: DoliPlus ensures your compliance.

Back to summary     Importing contacts into your DoliPlus CRM is quick and simple, with no rekeying or data loss. This means you can launch your lead generation and […]

vCard business card in DoliPlus: export and import contacts in .vcf format, and feed your webmail address book.

DoliPlus preventive invoice chase: an automatic reminder before the due date to ensure timely payment.

DoliPlus ERP CRM software: email, mobile calendar, address book, private cloud and communication all in one place.

Group multiple orders into a single invoice in DoliPlus: one document for several orders, customers, or suppliers.

DoliPlus contact sync: access your address book on Android or iPhone smartphones.

DoliPlus Office lets you quickly edit text documents from the Dolibarr interface and generate PDFs. Includes built-in voice recognition software.

Manage multiple delivery addresses per customer in DoliPlus, from order to shipping and PDF documents.

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Revenue dashboard in DoliPlus: compare actual sales with targets and forecast your activity for the next 12 months.

Enter sales targets in DoliPlus: set monthly goals for your sales team and track their progress.

Construction costing and quotes in DoliPlus: generate your job quotes from a price library.

Backup to Synology NAS: replicate your DoliPlus data every night to your NAS using Rsync.