Maximize Lead Conversion:
Leverage Project Management Tools to Optimize Revenue Growth and Performance
Create Projects, Leads or Opportunities
Tailor your project management approach with Dolibarr, a versatile module that allows you to customize and adapt its features to meet your specific business needs. Easily track and manage various types of projects, including Leads, Opportunities, Internal Initiatives, Customer Projects, and Supplier collaborations, all in one seamless platform.
Unlock the full potential of your project data by adding custom fields that align with your specific business requirements. With Dolibarr, you can create a tailored set of predefined fields that enable you to collect and manage information in a way that is accurate, complete, and relevant to your needs. Whether it’s tracking key performance indicators, capturing customer feedback, or logging project milestones, the flexibility to customize your field layout allows you to make data-driven decisions with confidence.
Define who can view or edit the project
Control access to your projects by making them publicly visible or limiting participation to specific teams, individuals, or partners. With Dolibarr, you can set up project permissions that allow designated users to contribute, comment, and track progress. For added efficiency, you can also enable the timesheet feature, enabling team members to log and submit their work hours directly within the platform. This streamlined process helps ensure accurate time tracking, reduces errors, and provides a clear picture of project resources utilization.
Create tasks
Take project management to the next level by linking dedicated tasks to your existing projects. With Dolibarr, you can create a seamless workflow by mapping tasks to specific projects, allowing you to track progress and stay on top of deadlines. To further enhance task management, define custom properties that provide valuable insights into task performance, such as planned workload and assigned users. This detailed information enables you to make informed decisions, optimize resource allocation, and drive project success.
Take task management to the next level by creating sub-tasks that allow for a hierarchical structure, enabling you to break down complex projects into manageable chunks and visualize the workflow.
Record the time spent on Projects/Tasks
For enhanced time tracking, integrate Dolibarr’s project module with its built-in timesheet feature, enabling each user to log their work hours with ease. Users can choose from various frequency options, including daily, weekly, or monthly submissions, all through dedicated and intuitive interfaces designed to simplify the process and minimize errors.
Streamline your workflow by entering both the time spent on tasks and their corresponding progress in one convenient step. By linking task completion percentage to time logged, you can maintain an accurate record of project progress, enabling informed decision-making and enhanced visibility into how projects are performing.
When an hourly rate is configured in a user’s profile, Dolibarr automatically calculates and displays the associated labor cost for every hour spent on tasks, providing a clear picture of project expenses and facilitating accurate financial tracking.
More information is available in the following page: timesheet feature.
Follow your project or tasks
Opportunities: Instantaneous Lead Turnover Forecasting
Get a clear picture of your lead pipeline’s potential revenue with Dolibarr’s opportunity module. By combining the estimated turnover of each lead with its probability of conversion, you’ll receive an instant and accurate forecast of future revenue. This enables you to make informed decisions about resource allocation, sales strategy, and budgeting.
Tasks: Real-Time Progress Tracking and Planning
Take control of your project progress with Dolibarr’s task management module. By tracking the completion status of each task in real-time, you can easily compare actual progress with the initial plan. The Gantt view provides a visual representation of your project timeline, allowing you to identify areas for improvement, optimize resource utilization, and ensure timely delivery of projects.
Project overview
Project Overview: A Comprehensive Hub for Project Information
Projects module provides a centralized hub for managing all aspects of your projects, including proposals, invoices, orders, and more. The Overview tab offers a concise yet detailed summary of project-related information, enabling you to quickly grasp the status, performance, and financials of each project.
Financial Insights: Tracking Profit and Loss
With Dolibarr’s comprehensive project data at your fingertips, you can easily analyze the financial performance of each project and determine its profit or loss. By combining data from various sources, such as invoices, orders, and proposals, you’ll gain a clear understanding of the revenue generated, expenses incurred, and overall profitability of each project. This insights-driven approach empowers you to make informed decisions about resource allocation, pricing, and business strategy.