Dolibarr CRM Training – Manage Customers and Invoicing

Logo CRM pour formation Dolibarr - Ingenious Tech

Manage your customer relationships and sales with Dolibarr – independently and efficiently!

🎯 Objectives

  • Understand CRM fundamentals and benefits
  • Manage contacts, clients, and prospects efficiently
  • Track opportunities, sales, and invoicing

👥 Who is it for?

  • Entrepreneurs, freelancers, sales or administrative managers

📍 Details

DURATION: 2 days (14 hours)
LOCATION: In-person (Haute-Savoie or Switzerland)
REMOTE: Available
GROUP SIZE: 1 to 6 participants
CPF: Not eligible
LEVEL: Standard (Level 1)
PREREQUISITES: Comfortable with computer and internet use

📚 Program

  • Day 1 – Getting started & contact management
    • Introduction to Dolibarr and CRM principles
    • Creating and managing contacts, clients, and prospects
     
  • Day 2 – Sales tracking & invoicing
    • Creating opportunities
    • Managing quotes, orders, and invoices

🛠 Teaching Methods

100% practical training on Dolibarr platform (available for 1 month after training for practice).

  • Personalized support from an expert consultant
  • Real-life exercises, PDF resources, interactive discussions

📜 Assessment & Certification

  • Quizzes and practical scenarios
  • Certificate of completion
  • 3-month post-training follow-up

🎓 To deepen your knowledge

Formations informatiques – Ingenious Tech

Why Choose Ingenious Tech for Your Training?