Dolibarr ERP / CRM

Centralized database

Stores comprehensive information for customers, prospects, and suppliers, including names, addresses, phone numbers, emails, and VAT numbers.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_prospect_card.png)

Contact and address management

Allows for multiple contacts and addresses associated with a single third party, such as different delivery or accounting addresses.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_prospect_contact.png)

Transaction history

Links all related documents and events, including proposals, orders, invoices, and emails.

(https://www.dolibarr.org/medias/image/www.dolibarr.org/images/doc_prospect_agenda.png)

Categorization

Enables you to classify third parties into categories like "customer," "supplier," or "partner".

Event tracking

Provides a log of all past and future events related to a third party, such as meetings or calls.

Import/Export

Supports importing third parties from external files and exporting data for analysis.

Customization

Allows for the addition of custom fields and the configuration of notification preferences.