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Automatically enrich third-party records with AI and trusted web sources, then validate every change before applying it. To create a third party, prospect, customer, or supplier record, you only need to enter the name and city. ClientPlus then fills in contact details, SIREN, SIRET, VAT number, and more.
Track visits on public proposal signature and document pages
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The Dolibarr KanProspects module allows you to view your prospects in Kanban format for the statuses: To contact, Contact in progress, ... The status of a prospect can be changed by drag & drop from one column to another. This Kanban view is filterable (by Creation Date, Country, Department, Potential) and printable (by right click on the title of a Kanban column)
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Publisher/Licence: ProgSI / AGPL
User interface language: English/French
Help/Support: Mail to contact@progsi.ma
Doc: https://wiki.dolibarr.org/index.php/Module_KanProspects_(Prospects_Kanban_view)
Install:
unzip module_kanprospects-auto.zip