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Application Stack · business-operations

Dolibarr

Consolidate several consultancy or small-business workflows into one system instead of installing separate tools for each function.

Workflows the agent can manage

  • manage leads and customers
  • prepare proposals
  • manage projects and time
  • issue invoices

Agent operability

Editorial agent-readiness estimate: 4/5. This reflects documented interfaces and proposed workflows, not a successful installation or a support promise. Assessment date not recorded; verify upstream documentation before use.

  • REST — REST API module supports GET/POST/PUT/DELETE with API-key authentication
  • SCRIPTS — Administrative/automation scripts are available in the project

Evidence consulted

  • Official project describes the self-hosted ERP/CRM and GPL-3+ licence. [stated; https://github.com/Dolibarr/dolibarr]
  • Official developer wiki documents the REST API module and API-key authentication. [stated; https://wiki.dolibarr.org/index.php/Module_Web_Services_API_REST_%28developer%29]

Implementation notes

Start with the minimum modules needed for the customer's operating model; prefer one Dolibarr deployment over redundant CRM/proposal/project/time/invoice applications when it fits.

Licence / edition: GPL-3.0-or-later Large modular scope; avoid enabling features the business does not need.

Resources: standard class — Modular PHP business application with database; enable only needed modules and size from current upstream guidance. (inferred)

External prerequisites: None recorded

Security: Catalogue qualification is not a security certification; inspect current advisories, supported versions and deployment guidance before setup.