CRM & invoicing in one app
Manage third parties, sales opportunities, quotes, invoices, payments and bank reconciliation — everything from lead to paid invoice in a single interface, on your own server.
Applications → Dolibarr
Dolibarr is an open-source CRM and ERP that handles your business back-office — third parties, quotes, invoices, payments, contracts, support tickets, projects and bank reconciliation. It replaces the billing and CRM scope of tools like Odoo, Invoice Ninja or HubSpot, on your own ReefOffice server, with native OIDC SSO.
Dolibarr is one of the most widely deployed open-source ERP and CRM systems. It manages your contacts and companies (third parties), commercial proposals (quotes), invoices (recurring and one-off), payments, bank reconciliation, contracts, subscriptions, support tickets, projects and opportunities — all in one integrated application on your own server. Native OIDC support means your team logs in through Authentik SSO, not a separate ERP login.
Manage third parties, sales opportunities, quotes, invoices, payments and bank reconciliation — everything from lead to paid invoice in a single interface, on your own server.
Unlike most ERP systems, Dolibarr's OIDC support is not an enterprise-gated add-on. It connects directly to Authentik for zero-click SSO — one login for CRM, invoicing and every other ReefOffice app.
Track leads and opportunities through kanban-style pipelines with amounts, probability percentages and stage management. Move deals from prospect to paid invoice without switching tools.
Built-in Factur-X (ZUGFeRD) support for French and European e-invoicing mandates. Generate hybrid PDF+XML invoices that comply with regulatory requirements — no separate e-invoicing platform needed.
Full REST API with per-user API keys, plus webhook support for events like invoice payment, ticket creation or contract renewal. Connect Dolibarr to your automations in Activepieces.
Define per-user roles and permissions — who can create quotes, approve invoices, view contracts, or manage products. All access is centrally managed through Authentik SSO.
How it's deployed
Dolibarr runs as two Docker containers on your ReefOffice server — the application (Apache + PHP) and a MariaDB database. Both live on a private Docker network. Native OIDC against Authentik means zero-click SSO; the login page auto-redirects. Data is persisted in /opt/dolibarr/documents and /opt/dolibarr/db. Daily encrypted backups capture your CRM and invoicing data.
Dolibarr is the financial and CRM backbone of your ReefOffice workspace. Invoices and contracts reference documents stored in Paperless. Customer files live in Nextcloud. The REST API connects to Activepieces for automated workflows — send a payment reminder when an invoice is overdue, create a Nextcloud folder when a new client is added.
Yes. Dolibarr supports importing third parties, products, invoices and other data from CSV. For structured migrations from Invoice Ninja or Odoo, ReefOffice can help plan the migration during onboarding.
Yes. Dolibarr is released under GPL-3.0+ — no licence fees, no feature gates, no managed-service restrictions. It was chosen over Invoice Ninja (Sustainable Use Licence) for exactly this reason.
Yes. The Factur-X module is included and pre-activated. It generates hybrid PDF+XML invoices compliant with the upcoming French e-invoicing mandate (2026/27) and the European EN 16931 standard.
Book a demo and see how Dolibarr on ReefOffice gives you CRM, invoicing, payments and more — all on your own private server with SSO.