Our CRM: An all-in-one suite
Our Dolibarr CRM/ERP: An all-in-one suite
A Dolibarr CRM/ERP system that supports sales, customer service, or marketing activities is a must for companies who do not want to fall behind the competition.
- Improve your sales by 15% and continue to quickly scale your sales grow
- Get accurate data in real-time without the potential for errors that may occur when data is entered manually in an Excel datasheet.
- Improve the efficiency of your sales funnels through accurate analytical information. Use customer data to improve follow-up sales communications.
- Understand your customers better and track critical customer complaints.
- Accurately build revenue projections.
- Improve your team by enhancing communications between collaborators and making management systems friendly and easy to use.
- Track customer leads and converts them into sales.
- No need for any additional IT staff.
- Make a nominal investment in technology to experience all of the benefits of a world-class CRM service
- Enable only the features that match the specific needs of your company. Dolibarr CRM/ERP is customizable so that you are only paying for the setup of applications you need.
All of our Dolibarr CRM/ERP features:
Get to know every Dolibarr CRM/ERP feature:
Easily follow all of your customer leads, commercial opportunities, and supplier orders.
- Prospects and current customers
- Sales and orders
- Contracts and subscriptions
Simplify the employee management process by allowing your employees to manage their activities, holidays, and record their expense reports. Simply approve and track their payment.
- Expense reports
- Leave requests
Sell online with your own E-Commerce platform or use the embedded E-Commerce CMS.
- Point of sale
- Website CMS
Manage your product and service catalog, your prices and margin
- Products and services
- Purchase provisioning
UBCRM has a dedicated and independent feature that allows you to set up your accountancy and dispatch all recorded data, including products, sales, purchases, expense reports, salaries, etc, into your ledger tables. This allows your accounting to be completed accurately and in only a few clicks with minimal bookkeeping knowledge
- Billing and payments
- Bank reconciliation
- Double-entry accounting
Create and send email campaigns without the need for any external tools. Use our survey software to learn what your employees or partners think on any topic by creating an online poll.
Track projects and tasks, such as following up on leads, and analyze the profits and costs of each project.
Use the software’s Agenda feature as a company-wide shared calendar enhanced with features dedicated to your CRM, such as links to your customers, employees, projects, invoices, etc.
- Projects tasks
Connect your application with the most popular services and applications. Import or extract any data into or from your Dolibarr CRM/ERP application.
- Connectivity with external tools
- Module builders