Dolibarr, the open-source ERP and CRM solution, continues to stand out in 2025 as an essential tool for businesses seeking flexibility and performance. Designed for small and medium-sized enterprises (SMEs), associations, and freelancers, Dolibarr is renowned for its modular architecture that easily adapts to diverse needs. Among the most sought-after features, billing and customer relationship management (CRM) modules hold a central position.

This article highlights the best billing and CRM extensions available for Dolibarr in 2025, their advantages, and applications. Whether you’re a small business on the rise or a well-established organization, these tools can transform the way you handle invoices, customers, and sales opportunities.

1. Billing Extensions: Towards Optimized Financial Management

Billing is at the heart of every business operation. In 2025, billing tools must go beyond simply generating invoices to offer advanced features such as automation, regulatory compliance, and integration with other financial systems.

1.1 "Advanced Billing" Extension

Features

• Automatic generation of recurring invoices.
• Customizable invoice templates.
• Multi-currency and multi-language support.
• Real-time payment tracking.

Benefits

• Time-saving: Automates repetitive processes such as monthly invoicing for subscriptions.
• Professional image: Customizable templates reflect your brand identity.
• Error reduction: Integration with banking systems eliminates discrepancies.

Use Case

A SaaS company managing subscriptions adopted this module to automate its monthly invoices, saving 20 hours per month on administrative tasks.

1.2 "Smart Tax Compliance" Extension

Features

• Automatic tax calculation based on local and international regulations.
• Generation of tax-compliant reports.
• Alerts for changes in VAT rates or tax laws.
• Integration with tax portals for submissions.

Benefits

• Peace of mind: Ensures all invoices comply with current tax laws.
• Time-saving: Generates reports ready for submission to tax authorities.
• Multi-country support: Ideal for businesses operating internationally.

Use Case

An importer/exporter using this module reduced the time spent on VAT management by 30% and avoided penalties thanks to automatic alerts about tax changes.

1.3 "Client Portal and Payments" Extension

Features

• Creation of a client portal for viewing invoices and payment history.
• Integration with online payment solutions like PayPal, Stripe, and Mollie.
• Automated notifications for overdue payments.

Benefits

• Enhanced client experience: Clients can manage their invoices independently.
• Reduced late payments: Automated reminders encourage prompt payments.
• Increased visibility: Businesses can track payment statuses in real-time.

Use Case

A consulting firm integrated this module to offer clients a personalized portal, improving satisfaction and reducing payment delays by 15%.

2. CRM Extensions: Customer Loyalty and Relationship Growth

A robust CRM system is essential for managing customer interactions, tracking sales opportunities, and maximizing loyalty. Dolibarr offers a range of CRM extensions tailored to the needs of modern businesses.

2.1 "Collaborative CRM" Extension

Features

• Sharing client data across teams (sales, marketing, customer service).
• Opportunity management with a visual pipeline.
• Tracking client interactions (calls, emails, meetings).
• Alerts for critical sales stages.

Benefits

• Improved collaboration: Teams work on a centralized platform, avoiding data duplication.
• Rigorous tracking: The visual pipeline helps prioritize opportunities effectively.
• Sales optimization: Alerts ensure important sales stages are never missed.

Use Case

A distributor using this module increased its conversion rate by 20% by better structuring its prospect tracking processes.

2.2 "Mobile CRM" Extension

Features

• Access CRM data from a smartphone or tablet.
• Push notifications for urgent tasks.
• Integration with geolocation tools for field teams.
• Real-time synchronization with the central CRM.

Benefits

• Increased mobility: Salespeople can access client information on the go.
• Responsiveness: Push notifications enable quick responses to critical needs.
• Enhanced productivity: Field teams stay connected to the central CRM, even off-site.

Use Case

A maintenance company adopted this module for its field technicians, reducing the time required to close service calls by 25%.

2.3 "Marketing CRM Integration" Extension

Features

• Synchronization with marketing platforms like Mailchimp, HubSpot, or SendinBlue.
• Campaign tracking directly from Dolibarr.
• Performance analysis of campaigns (open rates, clicks, conversions).
• Automatic client segmentation based on behavior.

Benefits

• Sales-marketing alignment: Teams share the same data, improving coordination.
• Campaign optimization: Analytics help refine marketing strategies.
• Increased personalization: Client segments enable more targeted messaging.

Use Case

An e-commerce business integrated Mailchimp with this module, boosting engagement rates by 35% through segmented campaigns.

3. Combined Benefits of Billing and CRM Extensions

Strategic Synergy

Billing and CRM extensions are not just complementary—they are essential for providing a coherent overview of your customers. By combining these two domains, you can:

• Track clients end-to-end: From lead generation to payment collection.
• Automate processes: Link client interactions with billing cycles to avoid duplication.
• Improve customer satisfaction: A seamless and integrated experience fosters loyalty.

A Practical Example: CRM and Billing Integration

A professional training service integrated the "Collaborative CRM" module with "Advanced Billing." Results:

• 15% increase in sales through better lead tracking.
• 20% reduction in unpaid invoices thanks to automated reminders.

4. How to Choose the Right Extensions for Your Business

With so many options available, here are some tips for making the right choice:

1. Assess your needs: Identify current weaknesses in your customer management and billing processes.
2. Prioritize integrations: Ensure the extensions can integrate with your existing tools (e.g., payment platforms or marketing software).
3. Test before deploying: Opt for modules with trial versions to evaluate their relevance.
4. Consider scalability: Choose solutions that will grow with your business.

5. Trends to Watch for Dolibarr Extensions in 2025

In 2025, Dolibarr extensions are moving towards even more advanced functionalities:

• Artificial Intelligence (AI): CRM modules incorporating AI-based recommendations to boost sales.
• Blockchain: Extensions to secure billing transactions using distributed ledgers.
• IoT Integration: Synchronizing CRMs with connected devices to track physical interactions (e.g., in-store).

Conclusion

The billing and CRM extensions for Dolibarr in 2025 are indispensable tools for any business looking to optimize customer and financial management. By combining client relationship tracking with automated billing processes, these modules help save time, reduce errors, and enhance customer satisfaction.

Whether automating invoices, better understanding your clients, or improving sales, these extensions represent a strategic investment. Start exploring these solutions today and transform your operations with Dolibarr.