VIDEO: Dolibarr ERP CRM Demo

dollie bar ERP CRM is an open source enterprise resource planning and customer relationship management system best suited for small to medium enterprises in this video we'll take a look at some of the modules in Dali bar and discuss the system's pros and cons but if you need to find a solution quickly use our product selection tool to get a free short list of personalized ERP software recommendations click the link in the description to get started Dali bar ERP CRM is a business software solution based on the free open source software model it's an all-in-one suite of applications that lets you pick and choose from different modules including CRM HR finance stock management marketing project management and more you can install a system on a local or remote server and you can access it through the cloud as a SAS application dolly bar ERP CRM has several features under the CRM and sales module the prospects and customers feature lets you store contact information and you can enhance contact records by adding custom fields and attributes using this feature you can attach files to customer sheets set statuses and potential levels and assign sales reps to specific customers use the opportunities feature to create your leads and follow up with them on proposals that you can email directly from dolly bar you can analyze your performance with its reporting features or export your data and analyze it with third-party tools other features include proposals which you can use to create quotes and proposals orders which lets you create process in view the status of customer orders and contracts where you can create a contract from a proposal or order then create a single or recurring invoice fruit contract or subscriptions the HR module in Dali bar lets you create accounts for employees to self-service their HR records admins can restrict employee access to enabled features and set permissions you can create a hierarchy for employees so that when someone submits time off requests or expense reports the system notifies their immediate supervisor for approval the timesheet feature lets you enter each employee's hourly pay rate automatically calculating what they should be paid over a set period several timesheet views are available such as daily weekly and monthly the HR module and Dolly bar also includes features for expense reporting and absence management in addition to CRM and HR dolly bar offers a stock management module the products and services feature lets you create and manage your products or services catalog which you can integrate with other modules to create proposals orders or invoices the system supports custom fields and you can attach photos and other documents clone items to create similar products or services faster manage pricing and generate reports the stocks module helps you manage your warehouse inventory stocks movements can be updated manually or automatically by linking invoices orders or shipment validations you can also customize your stock workflow make bulk transactions and manage law and serial numbers other features include purchase order or procurement management shipments for creating tracking and managing shipments deliveries and delivery receipts and manufacturing for managing Bills of materials manufacturing orders and lot or serial number management dolly bar ERP CRM is actively maintained and supported by its open source community multiple versions are simultaneously maintained and upgraded into a newer release regardless of the version you're currently using is relatively easy and fast and since versions are maintained at the same time you don't have to upgrade to a new version if you prefer an older one you can extend dolly bar systems and modules with several options the dolly store is a marketplace for add-ons and plugins where you can find hundreds of free and premium apps and various categories to extend or expand a module to suit your business needs another option is the module builder tool which is included in the software this lets developers build new applications objects menus permissions and more where they can also write test and document their code you can also use the dolly bar API its connectivity services or find a preferred dolly bar service partner for custom development dolly bar was originally developed by a French company and although its users today span the globe some users who expand on the core modules run into a bit of a language barrier also many of its modules are localized for European country so customers from other parts of the world might miss out on features for accounting and taxes still not sure if dolly bar ERP CRM is right for you use our product selection tool to get a free list of the best ERP software for your needs click the button on the left to get started you

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