TrustRadius: an HG Insights company

Dolibarr

Score9 out of 10

1 Reviews and Ratings

Top Performing Features

+33%

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

Cat avg: 7.5

+18%

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Cat avg: 8.5

+25%

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Cat avg: 8

+33%

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Cat avg: 7.5

Worst Performing Features

-15%

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Cat avg: 8.2

-15%

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cat avg: 8.2

-11%

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Cat avg: 7.9

Dolibarr Features from Reviews

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

10+32%
  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.5

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

10+22%
  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.5

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

10+35%
  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.5

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 7.3

  • Custom reports

    Users can create custom reports.

    Category average: 7.4

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

7.6-6%
  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.2

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.2

  • Configurable Accounting

    Configure accounting rules and segments for each chart of accounts

    Category average: 7.9

Order Management

The ability to process orders, and track them from quote to cash.

9.2+12%
  • Pricing

    Users can set up complex and unique pricing requirements.

    Category average: 7.9

  • Order entry

    Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

    Category average: 8.1

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8.1

Dolibarr Features from the Vendor

Order Management

Vendor-reviewed
  • Order entry

    Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Procurement

Vendor-reviewed
  • Supplier Management

    Broadly manage and report comprehensive supplier profiles, capabilities and performance; identify bottlenecks; balance allocations, workloads

Additional Features

Vendor-contributed
  • Billing & Invoicing

  • Expense Tracking

  • General Ledger

  • Inventory Management

  • Multi-Currency

  • Purchase Order Management

  • Tax Management

  • Billing Portal

  • Contact Database

  • Hourly Billing

  • Invoice Creation

  • Invoice History

  • Online Invoicing

  • Online Payments

  • Payment Processing

  • Project Billing

  • Recurring/Subscription Billing

  • Time & Expense Tracking

  • CRM

  • Employee Management

  • Marketing Automation

  • Order Management

  • Project Management

  • Purchasing & Receiving

  • Vendor Management

  • Activity Dashboard

  • Alerts/Notifications

  • Calendar/Reminder System

  • Contact Management

  • Customizable Fields

  • Data Import/Export

  • Document Storage

  • Email Management

  • Email Marketing

  • Lead Capture

  • Lead Generation

  • Lead Management

  • Lead Qualification

  • Mobile Access

  • Quotes/Estimates

  • Reporting/Analytics

  • Segmentation

  • Task Management

  • Approval Process Control

  • Completion Tracking

  • Digital Signature

  • Document Management

  • Reminders

  • HR Management

  • Third Party Integrations

  • Accounting Integration

  • Categorization/Grouping

  • Mobile Receipt Upload

  • Receipt Management

  • Reporting & Statistics

  • Client Management

  • Customer Database

  • Team Assignments

  • Lead Distribution

  • Lead Segmentation

  • Sales Reports

  • Source Tracking

  • Cataloging/Categorization

  • Order Tracking

  • Shipping Management

  • Resource Management

  • Contract/License Management

  • Invoice Processing

  • Requisition Management

  • Sourcing Management

  • Spend Management

  • API

  • Calendar Management

  • Client Portal

  • Discount Management

  • Drag & Drop

  • Price/Margin Management

  • Pricing Management

  • Proposal Generation

  • Template Management

  • Deferred Billing

  • Multi-Period Recurring Billing

  • Recurring Invoicing

  • Opportunity Management

  • Stock Management

  • Transaction History

  • Vendor Payment

  • Multi-Location