Bank reconciliation and importation of transaction data are essential tasks in modern financial management. In the ERP ecosystem, Dolibarr offers core banking features, but its native capabilities for automated bank import are limited without the use of plugins or external services. As businesses seek to streamline financial operations and reduce manual entry errors, automation of bank imports in Dolibarr becomes a critical need.

Customer support is a critical element of any successful business operation, and in today's digital landscape, clients expect instant, transparent, and organized channels of communication. Dolibarr ERP & CRM offers an integrated support ticket system, but one of the most valuable ways to enhance the client experience is by configuring a dedicated customer portal. This portal enables customers to create, track, and manage their support tickets ind

Customer request management is a core function in any business process, especially for service-based industries or those that rely on custom client interactions. While Dolibarr ERP & CRM offers a dedicated "Projects" module that many users adopt for handling client requests and project-based workflows, it may not always be the best fit for all types of organizations or scenarios. In fact, Dolibarr's modular architecture allows businesses to explo

Enterprise Resource Planning (ERP) systems have evolved significantly over the past decade. The traditional model of on-premise installations has gradually given way to the more flexible and scalable Software as a Service (SaaS) model. For small and medium-sized enterprises (SMEs), this transition has opened up new avenues to streamline operations, reduce IT costs, and ensure continuous system updates. Dolibarr, an open-source ERP and CRM system,

In the digital age, effective customer relationship management (CRM) is the backbone of business growth and client retention. Small to medium-sized enterprises (SMEs) and entrepreneurs need reliable, efficient, and affordable tools to engage with prospects, follow up on sales opportunities, and build lasting customer relationships. Dolibarr ERP & CRM stands out as a comprehensive, open-source solution that integrates customer management features

The construction industry, known in French as BTP (Bâtiment et Travaux Publics), is a highly complex sector involving various actors, workflows, budgets, and resources. Managing a construction project means handling everything from human resources to equipment, schedules, materials, subcontractors, invoicing, safety compliance, and customer expectations. For many companies, especially small to medium-sized construction firms, the absence of a uni