Dollibar

This section offers a comprehensive suite of tools for managing customer relationships and streamlining various business processes. The Third Parties module centralizes company and contact management, enabling to effectively manage their costumers, vendors and prospect information. Proposals and Sales Order modules allow tracking of costumers orders and sales opportunities, enhancing customer acquisition and order processing. For logistics, the Shipments module tracks delivery notes and order status, while Contracts/Subscriptions helps manage recurring services and subscriptions. Interventions supports service visit tracking, Tickets provides an efficient issue/request management system. Additionally, the Partnership Management module helps manage business partnerships and Knowledge Management serves as a repository for support documentation.

This section allows for essential HR functions to streamline employee and resource management. The Users & Groups module allows for organization of employees and their roles by grouping them according to departments or functions, while Members module supports management of foundation members, useful for organizations with a membership base. The Leave Request Management module tracks employee leave requests, approvals, and allows for scheduling. Expense Reports simplifies the reimbursement process by recording claims such as transportation and meals. The Recruitment module facilitates the management of job openings and candidate tracking, helping businesses manage recruitment campaigns efficiently. The HRM module manages employee contracts, skill management, and interview scheduling, ensuring that all aspects of employee information, workflows, and approvals are handled cohesively and effectively.

This section enables companies for efficient vendor and purchasing management. The Vendors module feature organizes vendor details, handling purchase orders and supplier invoices for streamlined acquisition. Vendor Commercial Proposals keeps track of requesting and pricing details from vendors, aiding in cost management and vendor selection.

This module allows users to create and manage a comprehensive catalog of products and services, including details such as descriptions, prices, and variants. It facilitates inventory control and real-time visibility of available stock, helping to avoid stockouts and efficiently manage items across all locations. It enables users to categorize products, manage suppliers, and set up pricing rules, ensuring a streamlined approach to product management.

This module encompasses the creation and management of sales and purchase orders. It allows users to generate quotes, convert them into sales orders, and manage orders to suppliers. Additionally, it assists in issuing invoices and tracking receivables and payables, optimizing cash flow.

This module includes tools for issuing customized invoices based on sales orders. It allows users to record customer payments and manage accounts receivable, simplifying the invoicing process and improving efficiency in revenue collection.

This module provides tools for maintaining the company’s accounting, generating financial reports and balance sheets. It automatically integrates sales and purchase transactions, facilitating more accurate control of the business’s financial situation.

This module helps create and manage marketing campaigns, including email marketing. It allows users to analyze the response to campaigns and evaluate the performance of the sales team, providing valuable information to adjust strategies and maximize results.