Dolibarr ERP & CRM

The Open Source solution for SMEs, freelancers, and large companies.

1. Technical Aspect: Origin, Development and Community

Dolibarr is more than software; it is a global, open project in constant evolution that guarantees solidity and adaptability.

Open Source Philosophy

Born under the GPLv3 license, Dolibarr is 100% free. This origin guarantees total transparency, the ability to audit the code, and the freedom to adapt the software to specific needs without proprietary ties.

Community Engine

Development is driven by a vast international community of developers, translators, and users. This ensures constant innovation, fast bug fixing, and multi-language support (over 40 languages).

Fixed Release Cycle

Dolibarr maintains a stable release cycle (usually two major versions a year), which allows for planning migrations and guarantees that the software remains up to date with the latest technologies and regulations.

Robust and Flexible Technology

Developed primarily in PHP/MySQL, Dolibarr is compatible with multiple databases (MariaDB, PostgreSQL) and operating systems. Its modular and lightweight architecture makes it ideal for the cloud (SaaS) or local installations.

Diagrama de Arquitectura Dolibarr

2. Total Modularity: The Backbone of Your Business

Dolibarr works like an ecosystem, where you activate only the modules you need, creating a custom ERP/CRM and eliminating unnecessary complexity.

Interfaz de usuario de Dolibarr

Key Modules Organized by Function

Commercial and Customers (CRM)

  • Third Parties: Centralized management of customers and suppliers.
  • Opportunities: Tracking of prospects and sales funnel.
  • Commercial Proposals: Creation, sending, and tracking of quotes.
  • Contracts: Management of service and sales agreements.

Billing and Accounting

  • Orders: Full cycle management of sales orders.
  • Invoices: Issuance of invoices to customers and payment management.
  • Banks/Cash: Tracking of bank accounts and reconciliation.
  • Expenses: Registration and management of employee expense reports.

Inventory and Warehouses (WMS)

  • Products/Services: Centralized catalog and pricing.
  • Stocks: Multi-warehouse management, entries, and exits.
  • Shipments: Preparation of shipments and delivery notes.
  • Purchasing: Purchase orders and supplier management.

HR Management

  • Users/Groups: Granular permissions by role and user.
  • Leave/Absences: Module for leave request and validation.
  • Timesheets: Tracking of hours worked by employees.

Productivity and Projects

  • Projects: Creation of tasks, Gantt charts, and milestone tracking.
  • Interventions: Field service or technical support management.
  • Agenda: Shared planning of events, tasks, and meetings.

Marketing

  • Emailing: Creation of email campaigns for customer segments.
  • Surveys: Design and dispatch of surveys to collect customer feedback.
  • Events: Organization and tracking of events or trade shows.

The Power of Extension: Dolistore

If you need more specialized functionalities (e.g., POS, advanced payment gateway integration, etc.), the Dolistore offers hundreds of external modules developed by the community.

Need a specific module? Contact us!

3. Applicability: Dolibarr for Every Business

Dolibarr's flexibility allows activating sets of modules via our **Process Engineering**, tailored to the unique needs of your sector.

Focus: Professional Services (IT, Process Engineering, Freelancers)

Key Workflow

  • 1. CRM: Opportunity tracking (leads).
  • 2. Quotes: Creation and sending of proposals.
  • 3. Projects: Creation of tasks and resource assignment.
  • 4. Time Tracking: Timesheets module.
  • 5. Billing: Conversion of projects or billable times into invoices.

Essential Activated Modules

Customers, Proposals, Projects, Agenda, Timesheets, Banks and Billing. The focus is on project management and recurring billing.

Flujo de servicios Dolibarr

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