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    This module lets you easily declare a dispute on an invoice, order or contract, and then track its progress in your dashboard. And thanks to the integration of LegalCity, you can now transmit your file for collection in a single click, directly from Dolibarr.

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    19.95 €  (39,90€)

New products

  • Treasury Monitoring and Financial Forecasting

    Transform your company's financial management by providing a clear, predictive view of your cash flow. Instantly visualize your financial performance with advanced forecasting and key performance indicators.

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CRM Funnel

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This module adds a sales funnel to Dolibarr's CRM, based on the prospect status field and an additional prospect score automatically calculated when prospect data is completed. Easily track the progression and quality of your leads in a clean and intuitive interface.

45.00 €

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  • Author Veronica C. Letizia
  • Module version 1.0
  • Release date 05/23/2025
  • Access to updates and downloads 365 days
  • How to contact support soporte@levelit.com.ar
  • Compatibility Dolibarr V20 - V21   -   PHP7 - 8
  • Last update 06/12/2025 06:45 PM

More info

CRM Funnel Area – Visualize, Score and Optimize Your Sales Pipeline

Take your CRM strategy to the next level with the CRM Funnel Area module for Dolibarr.

This powerful tool adds a dynamic dashboard that visualizes your entire sales funnel in an intuitive, three-stage layout: TOP, MEDIUM, and BOTTOM. Each section of the funnel can be fully customized, allowing you to assign both standard and custom prospect statuses—making the module highly adaptable to your sales process.

The dashboard also includes two insightful pie charts:
🔹 One displays the distribution of prospects based on potential (High, Medium, Low).
🔹 The other reflects prospect scores, enabling you to prioritize leads more effectively.

On top of that, a CRM Funnel Box is integrated into the main dashboard, giving you at-a-glance insight into your sales pipeline the moment you log in.

Smart Configuration & Scoring System

You have full control over how prospects are scored. Points can be assigned based on key data fields such as Name, Email, WhatsApp, and two exclusive fields from this module: Prospect Origin and Prospect Contact Form. This lets you evaluate lead quality and engagement in a structured, measurable way.

If you're using the Multicompany module, the scoring system can be customized independently per entity, ensuring flexibility across your organizational structure.

Video: You can see it in action in our Youtube Channel !!!