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Dolibarr

Score9 out of 10

1 Reviews and Ratings

Top Performing Features

  • 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: 8.5

  • Dashboards

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

    Category average: 8

Areas for Improvement

  • 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: 8.4

  • Enterprise Accounting

    Create accounting for disconnected ERP and non-accounting source systems

    Category average: 7.9

  • Configurable Accounting

    Configure accounting rules and segments for each chart of accounts

    Category average: 8.1

Dolibarr a complete and easy-to-use All-in-One

Use Cases and Deployment Scope

We use Dolibarr as our central business management platform, addressing multiple operational needs. It serves as our CRM, helping manage customer relationships from lead generation to after-sales support. For sales, we use it to track our pipeline, handle quotes, and generate invoices, reducing administrative work.Dolibarr's inventory management features help us monitor stock levels and automate reordering. We also use its project management capabilities for tracking time and tasks in our service-based work.The system aids in basic HR functions and financial management, providing clear visibility of our financial health

Pros

  • Effectively manage the sales cycle
  • Have a secure validation process for paid leave requests and expense reports
  • Manage the entire catalog of products and services

Cons

  • Improve the CRM tool

Return on Investment

  • Dolibarr allowed me to speed up my sales process

Usability

Other Software Used

Notion, Airtable