CRM software

CRM software

Cloud software that you own

Thanks to this CRM software, you will be able to follow all your relationships with your customers. Centralize your customers’ information and files in one place, easily view statistics, work effectively as a team. Your prospecting efforts will be optimized thanks to the integrated prospect → quote → customer → invoice workflow. Ensure precise management of the contracts and subscriptions that you sell to your customers.
INCLUDED IN ALL DOLISIM PLANS

CRM software features

Everything you need to manage your customer relationships

Centralization of information

Collect and consolidate all your customers' information and documents in one place

Prospecting management

Optimize your conversion rate, closely follow ongoing negotiations, alone or as a team

Sales history

Understand the buying habits of your customers, detect your best customers and those to follow up

Loyalty of the clientele

Maintain a personalized relationship with each of your customers to increase their loyalty

Order management

Know at all times the status of your customers' order processing, alone or in a team

Shipping management

Have perfect traceability of shipments of products ordered by your customers

Managing subscriptions

Register your contracts and subscriptions, monitor expiration dates

Collaborative agenda

Record appointments, phone calls and other actions in customer files

And many more features ...

This CRM software belongs to you

And that changes everything

ERP indépendant et pérenne

Independence and sustainability

You can retrieve your CRM software, files and data at any time.

ERP sécuritaire et confidentiel

Security and confidentiality

You can be sure that your data stays in your CRM software.

Guarantee of scalability and interoperability

Scalability and interoperability

You decide on developments and in which direction your CRM software should go.

A tool as important as the software that runs your business should be yours ...

Interface preview

Dolisim is available in ...

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languages

Dolisim’s interface is available in 83 languages including French, English, Spanish, German, Arabic, Chinese, Estonian, Czech, Italian, Japanese, Polish, Portuguese, Romanian, Russian, Slovak, Vietnamese, etc.

What our clients are saying

Discover the Dolisim plans

This CRM software is included in all Dolisim plans

Frequently asked Questions

Yes, you can insert as many contacts per customer file, for example: the general manager, the administrative and financial manager, the sales representatives, etc. There is no limit on the number of contacts per customer file.

Yes, you can build customer portfolios by sales representative. So your team knows who should follow a particular client.

Yes, it is possible directly by editing the customer file, you can add as many sales representatives as you want.

Yes, our CRM software allows you to attach files to your clients’ files, such as scans of company documents or contracts.

Yes, you can do this in the configuration of your CRM software.

Yes, our CRM software offers the assisted import of prospect lists in CSV format. A template with the correct formatting is also provided to you during the import procedure. By doing this, you and your team won’t forget a prospect.

Discover also

The Dolisim offer is a complete ERP that includes many modules

We serve clients in 42 countries

Choose your language or country

Contact us

We will be very happy to hear from you!