Activating and Using the Sales Pipeline in Dolibarr (2025 Features)
Efficient sales pipeline management is critical for any business aiming to grow revenue and maintain a healthy customer acquisition funnel. With the 2025 release, Dolibarr ERP/CRM introduces enhancements to its sales pipeline functionalities, making it a powerful tool for tracking, analyzing, and optimizing your sales process from lead to deal. This article provides a comprehensive guide on how to activate, configure, and make the most of the new
How to Centralize Customer and Prospect Contacts in Dolibarr
Managing business contacts efficiently is fundamental to sustaining long-term growth, improving sales performance, and maintaining high-quality customer relationships. As companies scale, spreadsheets and disparate tools become inefficient, leading to lost information, miscommunication, and missed opportunities. Dolibarr ERP/CRM, an open-source solution, provides a powerful and integrated system to centralize all your customer and prospect data i
Managing Recurring Subscriptions in Dolibarr: Solutions and Modules
Recurring subscriptions are a cornerstone of many modern business models. From SaaS (Software as a Service) providers to service-based companies and product delivery platforms, managing subscriptions efficiently can determine whether your operation scales smoothly or descends into administrative chaos. For businesses using Dolibarr ERP/CRM, the good news is that there are robust tools and modules available to support recurring billing workflows n
Supplier Purchase Tracking in Dolibarr: The Complete Guide
Tracking supplier purchases is an essential part of managing any business that relies on procuring goods or services. From raw materials for production to stock for resale, effective purchase tracking ensures that your inventory is balanced, supplier relationships are maintained, and your financials are accurate. Dolibarr ERP/CRM offers an integrated approach to supplier purchase tracking through its built-in modules, providing a unified system t
Creating a Delivery Note in Dolibarr: Steps and Common Pitfalls to Avoid
Dolibarr ERP/CRM is a comprehensive, open-source enterprise management software designed for small to medium-sized businesses. Among its wide range of modules, the logistics and commercial sections of Dolibarr allow companies to manage orders, shipping, and invoicing efficiently. One of the key documents in the logistics chain is the delivery note (also known as a delivery slip or dispatch note), which serves as a confirmation of goods delivered
How to Automate Customer Reminders in Dolibarr (Without Paid Modules)
Dolibarr, as an open-source ERP and CRM platform, is well-loved for its modularity and cost-effectiveness. While many commercial ERP systems lock automation features behind expensive subscriptions or paid modules, Dolibarr offers several powerful tools out of the box that, when configured properly, can automate essential business workflows. One such critical workflow is customer follow-ups, particularly for unpaid invoices or overdue payments. Au
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