Dolibarr

What Is Dolibarr Software?

Overview

Dolibarr is an open-source software offering web-based enterprise resource planning (ERP) and customer relationship management (CRM). Designed to help small and medium businesses, the software helps manage accounting, invoicing, inventory, human resources, customer relationship management, and other aspects of organizational operations.

Dolibarr software is written in PHP and uses a MySQL database. It is easy to use, customizable, and can be extended with various modules and plugins to fit specific business needs. It also supports multiple languages and currencies, making it suitable for global businesses.

What Is Dolibarr Project Management Software Best For?

Dolibarr's open-source software provides a comprehensive solution for managing various business operations on a single, integrated platform. The software offers many useful features but is best for modularity and flexibility.
The modular architecture allows businesses to customize and extend Dolibarr to fit their specific needs. The modules include accounting, invoicing, CRM, inventory management, and more. Additionally, users can create custom modules to add specific functionality to the software.

Dolibarr Project Management Pricing

Dolibarr project management software is free for on-premise installation. For the on-cloud/via SaaS provider installation, two Dolibarr pricing plans are available: Basic and Premium. The Basic package starts at €12/user/month. The Premium plan is priced at €30/month plus €15/user/month. A 15-day free trial period is available with both plans. 
For more detailed pricing information, please see the table below. Or click the ‘Get Pricing’ button to learn more. 

Dolibarr ERP And CRM Software Integrations

In addition to API access, Dolibarr ERP and CRM software allows connectivity with external tools (like Google Services), import and export of data, and module-building for developers. 

How Does Dolibarr ERP and CRM Software Work?

Here are a few basic steps to set up and use Dolibarr: 

1. You can download the latest version of Dolibarr from the official website. Choose the appropriate version for your operating system;
2. After downloading the correct version, install Dolibarr. Follow the provided instructions to install it on your system;
3. Set up a database for Dolibarr. You can use MySQL or PostgreSQL database servers. Create a new database and user and grant the appropriate privileges;
4. Access Dolibarr by opening your web browser and typing the relevant URL. For example, if you installed the software on your local system, you can access it by typing "http://localhost/dolibarr" in your browser;
5. Next, you will be prompted to configure the software. Follow the setup wizard to configure the settings, such as the database connection, language, and currency;
6. After configuring the software, you can set up user accounts and define permissions for each user. You can also create user groups and assign permissions to the groups;
7. The software comes with various modules for managing your business operations. Set up the modules that you need for your business;
8. Once you have set up the software, you can start entering data into Dolibarr. For example, you can create products and services, set up customers and suppliers, create invoices and quotes, and more;
9. You will have access to various reports and analytics tools to gain insights into your business operations. You can generate reports on sales, expenses, inventory, etc.
10. You can customize the software by creating custom modules or using third-party add-ons for additional functionality.

To learn more about Dolibarr ERP and CRM functionality, schedule a free demo. The 'Watch Demo' button will give you access to the Dolibarr demo. 

Who Is Dolibarr ERP And CRM For?

Dolibarr project management is a flexible and customizable software that can be adapted to various business needs and sizes. It is an ideal choice for small and medium businesses that need an open-source and web-based ERP and CRM solution to manage their operations. It is also a suitable choice for freelancers and independent contractors. 

A few examples of business types that can use Dolibarr ERP and CRM include:

• Manufacturing
• Retail
• Service-based Companies
• Nonprofits

Dolibarr ERP And CRM Features

Customer Relationship Management (CRM)

Dolibarr software comes with CRM features for businesses to better understand their customers. They can track customer interactions (calls, emails, etc.) over time. It helps companies monitor customer satisfaction levels and identify potential opportunities for improvement quickly.

Sales Management

Businesses can track and manage customer orders easily. It provides an easy way to view orders by date, status, or customer type. Users can filter results by criteria such as total sale value or payment method. The module allows for tracking sales activities in one centralized location.

Human Resources

Businesses can manage their staff and keep track of employee information using the human resource management module. They can create employee profiles with data such as contact details, job roles, salaries, etc., and track attendance, work hours, and other related activities such as vacation time or sick leave. 

Project Management

Dolibarr also includes tools for project management. Users can create project plans, task lists for employees to follow when working on a project, timelines for monitoring progress, and more.

Inventory Management

With this feature, businesses can easily manage their products in one centralized location by creating product categories/types, assigning prices, tracking stock levels, etc.

Financial Management

An intuitive interface lets users track and monitor business accounting information, such as income and expenses, in real-time. This feature also enables businesses to generate reports for financial analysis and create budgets for different expense categories. Additionally, users can manage payments, invoices, and other accounts receivable tasks from a single place.

Content Management System (CMS)

CMS tools help easily create, manage, and publish content to the business website. Users can create pages such as blog posts, product descriptions, contact forms, and more. This feature also includes tools for customizing the look and feel of a website, including themes and templates.

Web Shop Module

The Dolibarr module assists businesses in setting up an online shop or storefront quickly without needing coding knowledge or additional plugins. Users can design the shop’s layout and customize features such as payment methods or shipping options.

Is Dolibarr Software Right For You?

You must consider the size and type of your business before choosing Dolibarr. It fits well for small to medium-sized businesses. If your organization has over a few hundred employees, an alternative, more robust ERP will be a better option. 

Industry-wise, Dolibarr is more suitable for businesses dealing with sales, customer interactions, and inventory management.
While the software requires technical expertise to implement and customize, it generally does suit the need for ERP software based on an open-source model.

Dolibarr Pricing Breakdown