Your DoliPlus ERP CRM software brings all the tools you need every day in one place. This way, you work more efficiently, whether in the office or on the go.
Your ERP CRM’s everyday tools
Your ERP CRM software includes essential tools. We call this suite “everyday tools”.
Some are activated by default. Others require configuration or our assistance, such as telephony. Don’t hesitate to contact us for more information.
The built-in email system
Your ERP CRM software includes a modern email system, with a personal account for each user. A simple click on the Messaging menu is all it takes to access it.
Additionally, this email system offers many advantages:
- all contacts are synchronised: you can search by company or name, and the entire team shares this address book;
- the document library is integrated: you can send your commercial documents and organise received attachments;
- pre-recorded messages save you time when drafting emails;
- an additional anti-spam filter blocks unwanted emails.
Discover the built-in email system — DoliPlus Webmail
Calendars synchronised with your smartphone
Calendars remain an essential organisation tool. In a team, a shared view of colleagues’ schedules is often invaluable. Plus, your ERP CRM software goes further: it synchronises your calendars with iOS or Android smartphones.
Discover synchronised calendars and schedules
Event notifications
Notifications are real productivity boosters. For example, you receive a reminder 30 minutes before a meeting. This way, you never miss anything.
Mobile address book
A customer calls, and their name appears instantly: they’re in your saved contacts. Your ERP CRM software becomes a complete, up-to-date directory shared by all.
Additionally, your smartphone scans a business card and creates the contact automatically. You photograph your contacts, then enrich their records.
Discover smartphone contact synchronisation
Your private cloud: MonCloud
Within your ERP, the file explorer is intuitive. It looks like what you’re used to on a PC or Mac. In addition to the shared mode, you have a private, non-shared space for your documents and photos.
Finally, this private space synchronises with iOS or Android in just a few clicks.
Discover smartphone document synchronisation
Telephony, SMS, and email marketing
Your ERP CRM software also expands your communication options. You can connect your phone system, SMS, and campaigns:
- VoIP telephony to manage incoming and outgoing calls (Pabx Vodia, Keyyo);
- SMS sending from customer or dispatch records (SMS OVH, SMS Brevo);
- bulk emailing with a professional solution (email marketing software).
Why bring everything together in one software?
Using multiple tools scatters information and wastes time. A single ERP CRM system brings all your data and communications together in one place.
You benefit in three ways:
- centralised information: contacts, documents and calendars in one place;
- true mobility: your tools follow you on smartphones;
- collaborative working: your whole team shares the same resources.