Dolibarr ERP / CRM

Automated invoicing

Automatically generates and sends recurring invoices based on predefined schedules and contract terms.

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

Contract management

Allows for the creation and customization of contracts that can be linked to customers, services, and projects.

Renewal tracking

Monitors contract periods and provides automated reminders for upcoming renewals or expiration.

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

Invoice customization

Lets you define billing frequency (monthly, quarterly, etc.) and create standard invoice models.

Integration

Can be integrated with other modules for a unified view of customer information, projects, and services.

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

Payment automation

Can integrate with payment gateways like Stripe or PayPal to automate the payment process.

Reporting

Generates reports on contract performance, revenue, and renewal rates.

Flexibility

Allows for creating tiered pricing, trial periods, and promotional offers within a subscription plan.

Notifications

Can send automated email reminders for due payments or upcoming renewals.