Dolibarr, one of the most popular open-source ERP/CRM solutions, continues to position itself as an essential tool for small and medium-sized enterprises (SMEs). In 2025, businesses are evolving rapidly, and staying competitive means fully leveraging the powerful features of this tool. Whether you are a beginner or an experienced user, this article outlines 10 essential tips to maximize Dolibarr’s efficiency and get the most out of it.

1. Customize Modules to Suit Your Needs

Dolibarr stands out for its modularity. Activate only the modules you need to avoid overloading the interface and complicating its use.

• How to do it? Access the module configuration menu and deactivate those that are not relevant to your business.
• Practical example: A company focused on inventory management and invoicing can deactivate project and HR management modules.

2. Automate Repetitive Tasks

Automation is a powerful lever for saving time. Use Dolibarr's features to automate common processes.

• Examples of automation:
  • Automatically send invoices after order validation.
  • Create alerts for important deadlines, such as payments or low stock levels.
• Advanced tip: Explore workflow automation features with extensions or custom scripts.

3. Leverage Reports and Statistics

Dolibarr offers powerful tools to analyze your data and make informed decisions.

• How to maximize their use?:
  • Configure personalized dashboards to track your key performance indicators (KPIs).
  • Export financial, sales, or inventory reports to better understand trends in your business.
• Bonus tip: Integrate third-party visualization tools like Tableau or Power BI for even deeper analysis.

4. Enhance Data Security

Security is crucial, especially with the increasing cyber threats in 2025.

• Practical measures:
  • Enable multi-factor authentication (MFA) to secure user accounts.
  • Restrict access to sensitive modules by configuring precise user rights.
  • Perform regular automated data backups to prevent loss in case of incidents.
• Advanced advice: If you use Dolibarr in the cloud, choose a hosting provider with recognized security certifications (ISO 27001, GDPR compliance).

5. Integrate Dolibarr with Other Tools

To improve your efficiency, connect Dolibarr with other applications used in your business.

• Common integrations:
  • Sync your financial data with tools like QuickBooks or Zoho Books.
  • Connect your CRM to marketing automation platforms like Mailchimp or HubSpot.
  • Use APIs to integrate Dolibarr with internal solutions.
• Key benefit: Seamless integration eliminates duplicates and improves data consistency across the organization.

6. Customize Document Templates

Invoices, quotes, and order forms are essential elements of your client communication. Dolibarr allows you to customize these documents to reflect your company’s visual identity.

• How to proceed?:
  • Modify document templates from the "Configuration" module.
  • Add your logo, specific colors, and custom fields.
• Direct impact: Better presentation enhances your professional image and builds customer trust.

7. Optimize Inventory Management

Effective inventory management is crucial for many businesses, and Dolibarr excels in this area.

• Best practices:
  • Set up minimum stock level alerts to avoid shortages.
  • Monitor stock movements in real time for better control.
  • Implement barcodes or QR codes to simplify logistics management.
• Advanced tip: Combine Dolibarr with IoT tools for automatic stock level monitoring.

8. Use Extensions and Add-On Modules

Dolibarr has a vast library of modules and extensions available on platforms like the Dolibarr Store or NextGestion. These modules can significantly enhance the core functionalities.

• Popular examples:
  • TeamView module for visual project management.
  • Advanced Manufacturing Resource Planning (MRP) module.
  • Extensions to improve e-commerce functionalities.
• Tip: Invest in certified modules to ensure compatibility and support.

9. Train Your Team

A powerful software like Dolibarr requires that your team fully understands its functionalities.

• Recommended actions:
  • Organize regular training sessions to onboard new users.
  • Create internal practical guides or tutorial videos.
  • Encourage your team to participate in Dolibarr community forums and webinars.
• Benefit: A well-trained team maximizes the use of tools and improves overall productivity.

10. Engage with the Dolibarr Community

The Dolibarr community is one of this software’s greatest assets. By actively participating, you can improve your skills and contribute to its development.

• How to participate?:
  • Access forums to solve problems or share ideas.
  • Collaborate with developers to create custom features.
  • Need specific services? Contact the NextGestion team to request Dolibarr services such as custom development or technical support.

Benefits: By actively engaging and leveraging specialized services, you enhance your Dolibarr experience while contributing to a growing ecosystem.

Conclusion

Dolibarr is a powerful tool, but its efficiency depends on how you use it. By applying these 10 tips, you can transform your use of Dolibarr into a true strategic asset for your business. Whether it’s through customization, automation, or integration, every action you take to optimize your system strengthens your competitiveness in 2025 and beyond.

Start implementing these practices today and unlock Dolibarr’s full potential!