Dolibarr

Business management software that fits how you actually work

Growing businesses outgrow spreadsheets and disconnected SaaS tools long before they need the full complexity of SAP or Dynamics. The gap between a business managing customer relationships, invoicing, inventory and basic HR in five separate systems and a full enterprise ERP that takes eighteen months to implement is where many organisations spend years longer than they should. Dolibarr occupies that gap with purpose. It is an open source ERP and CRM platform designed for small and medium businesses: practical, modular, fast to deploy, and covering the core business management functions that a growing company needs in a single system. Node deploys and manages Dolibarr as a fully managed service on infrastructure you control, with no per-user fees and no module licensing.

What Dolibarr is

Dolibarr is a modular open source ERP and CRM platform with over twenty years of active development, a large global community, and a design philosophy centred on practicality and ease of use. It is deliberately less complex than enterprise ERP platforms: features are activated only when you need them, the interface is clean and navigable without training, and new users become productive quickly.

Dolibarr's module architecture means you start with what your business needs and add capability as you grow. Begin with invoicing and CRM, activate the inventory module when you start stocking products, add project management when you win your first complex engagement, and extend further as the business develops. The platform grows with the organisation without requiring reimplementation at each stage.

Dolibarr is used by over 1.4 million organisations globally, including professional services firms, agencies, small manufacturers, retailers, consultancies, freelancers and nonprofits. It is the default business management platform for organisations that need more than accounting software but do not yet need (or want) the complexity and cost of a full enterprise ERP deployment.

Customer and prospect management

Dolibarr's CRM module covers the full customer lifecycle from first prospect contact through to ongoing account management.

Contact and company records: separate records for contacts (individuals) and companies, linked by relationship. Every interaction, quotation, order, invoice and communication is visible from the company record. Your team has a complete picture of each customer relationship without switching between systems.

Sales opportunities: track prospects through a configurable sales pipeline. Assign probability, expected close date, revenue value and responsible salesperson. Generate quotations directly from the opportunity. Convert a won opportunity to a customer order in one step.

Quotations and proposals: create professional quotations within Dolibarr, pulling product and service lines from your catalogue with pricing applied automatically. Send quotations by email directly from the system, track whether they have been viewed and convert accepted quotations to orders without re-entering data.

Customer activity history: every quotation, order, invoice, payment, call note and email is recorded against the customer and visible in a chronological timeline. The full history of the customer relationship is in one place, accessible to anyone on the team.

Invoicing and financial management

Dolibarr's invoicing and financial management capability handles the complete order-to-cash and purchase-to-pay cycles for most small and medium businesses.

Sales invoices: generate invoices from customer orders, from projects, or directly. Include products and services from your catalogue with pricing, discounts and tax applied automatically. Send invoices by email directly from Dolibarr with a PDF attachment.

Recurring invoices: configure invoices that generate automatically on a schedule for subscription services, retainers or regular supply contracts. The invoice generates, is reviewed and approved, and is sent without manual recreation each period.

Payment tracking: record payments against invoices manually or via bank import. Outstanding balances are visible at the invoice level and the customer level. Aged debtor reporting shows overdue invoices with clear visibility of what needs chasing.

Purchase invoices: receive supplier invoices into Dolibarr, link them to purchase orders, record payment and track outstanding payables. Your accounts payable position is current and visible without a separate accounting system.

Bank accounts and reconciliation: record bank accounts and transactions in Dolibarr. Import bank statements for reconciliation against recorded transactions. The reconciliation tool identifies matched and unmatched items and tracks outstanding entries.

UK VAT: Dolibarr handles UK VAT correctly for standard, reduced and zero-rated items, generates the data required for VAT returns, and supports Making Tax Digital-compatible export formats.

Inventory and product management

For businesses that stock and sell physical products, Dolibarr's inventory module provides practical warehouse and stock management.

Product catalogue: maintain a catalogue of products and services with pricing, descriptions, supplier information and product codes. Pricing rules support fixed price, discount tiers and customer-specific pricing agreements.

Stock management: track stock levels across one or more warehouse locations. Goods receipt, dispatch and internal stock movement create stock entries automatically. Current stock levels are always accurate without manual count reconciliation.

Stock alerts: configure minimum stock thresholds per product. Dolibarr generates a reorder alert when stock falls below the defined level, prompting purchase orders before products run out rather than after.

Batch and serial tracking: for businesses that need to track individual items or production batches for quality or regulatory purposes, batch and serial number tracking provides full traceability from goods inwards to customer delivery.

Project management and time tracking

For service businesses that deliver projects and bill time, Dolibarr's project module connects project management directly to invoicing.

Project structure: create projects linked to customers with tasks, milestones and assignees. Track progress and time at the task level. See project status, budgeted vs actual hours and billing position from the project record.

Time recording: staff log time against tasks directly in Dolibarr or through the employee self-service interface. Time entries are visible to project managers, feed into billing reports and provide the data for accurate time-and-materials invoicing.

Expense management: record project expenses and out-of-pocket costs against the relevant project. Expenses feed into billing calculations alongside time for complete project profitability tracking.

Billing from projects: generate sales invoices that pull billable time and expenses from projects, with full flexibility over billing rate, period and grouping. Fixed-fee invoicing, time-and-materials invoicing and milestone billing are all handled.

HR and leave management

For small and medium businesses, Dolibarr provides a practical HR module that handles the core employee management functions without the complexity of dedicated HR systems.

Employee records: maintain employee records with personal details, employment terms, documents and notes. Employee records link to their timesheet entries, leave requests and expense claims.

Leave management: employees submit leave requests through Dolibarr. Managers approve or decline through the system. Leave balances track automatically against entitlement. The HR team has a current view of who is on leave and when without maintaining a separate calendar or spreadsheet.

Expense claims: employees submit expense claims with supporting documentation through Dolibarr's self-service interface. Managers approve. Approved expenses are visible to accounts for payment processing. The entire expense cycle is tracked and auditable.

Keycloak integration

Dolibarr integrates with Keycloak via LDAP or SAML for single sign-on, giving your team access to the business platform through their existing corporate credentials. For organisations not running Keycloak, direct integration with Microsoft Entra ID and other identity providers is available.