Tracking customer history is one of the most crucial aspects of building long-term relationships and providing exceptional service. With an ever-increasing demand for personalized experiences and responsive customer support, businesses need tools that give them detailed insights into every interaction, transaction, and change over time. Enter Dolibarr ERP & CRM—a powerful, modular, open-source solution that includes robust capabilities for managi

Dolibarr, the popular open-source ERP and CRM platform, has just released its highly anticipated version 21 (V21). With every major update, the Dolibarr community introduces a series of new features, enhancements, and bug fixes aimed at improving user experience, system performance, and overall business functionality. Whether you're a long-time user or a newcomer to the platform, understanding what V21 brings to the table is essential to staying

Dolibarr ERP & CRM is a powerful open-source software suite widely used by freelancers, small businesses, and even mid-sized enterprises for managing a range of business processes. Among its many features, Dolibarr provides robust functionality for creating and sending professional, personalized quotes (or estimates). These quotes can be customized with your company's branding and client-specific details, and then exported as clean, professional

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

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

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