Organization
Past Session
Dolibarr Open Source ERP & CRM MasterClass
Two locations, two dates, two levels — a modular session to discover and master Dolibarr Open Source ERP CRM. Designed for SMEs, freelancers and associations looking to structure their back office.
📅 Wednesday, March 11, 2026 · 09:00 – 17:00
📍 Geneva & Montreux — Geneva — Wednesday, March 11, 2026 · Montreux — Thursday, March 12, 2026
🗣 French
👥 20 participants max.
What You Will Learn
This half-day session (or full day with both modules) will get you up and running with Dolibarr Open Source ERP CRM.
By the end of the session, you will be able to:
• Install and configure Dolibarr according to your organization's needs
• Manage customers, suppliers, orders and invoices
• Track your projects and activity in real time
• Use the CRM to manage your customer relationships
• Structure your back office with a reliable, scalable, 100% open-source tool
By the end of the session, you will be able to:
• Install and configure Dolibarr according to your organization's needs
• Manage customers, suppliers, orders and invoices
• Track your projects and activity in real time
• Use the CRM to manage your customer relationships
• Structure your back office with a reliable, scalable, 100% open-source tool
Who Is This MasterClass For?
SMEs, freelancers, associations and any organization wanting to discover or deepen their use of Dolibarr.
• Owners and managers looking to structure their commercial and administrative management
• Administrative staff, accountants and Office Managers
• Sales teams handling customer relationships (CRM)
• Any team member who needs to use Dolibarr on a daily basis
• Owners and managers looking to structure their commercial and administrative management
• Administrative staff, accountants and Office Managers
• Sales teams handling customer relationships (CRM)
• Any team member who needs to use Dolibarr on a daily basis
Agenda
09:00
Welcome & Coffee
09:15
Morning Module — Getting Started with Dolibarr: Installation, Configuration and First Steps
Adrien Lavergnat
10:45
Break
11:00
Sales Management: Customers, Quotes, Orders and Invoices
Adrien Lavergnat
12:30
Lunch Break
13:30
Afternoon Module — Going Further: CRM, Projects and Dashboards
Adrien Lavergnat
15:15
Coffee Break
15:30
Customization, Add-on Modules and Best Practices
Adrien Lavergnat
17:00
Questions & Closing
Adrien Lavergnat
Your Speakers
Experience at the Service of Your Decision
A
Adrien Lavergnat
Humanae Partners Partner — AGICA
Transition Management and Digital Transformation
Partner Profile →
Pricing & Registration
Reserve Your Spot
Wednesday, March 11, 2026 · 09:00 – 17:00
This session has ended.
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