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Dashboard direzionale con KPI di fatturazione, incassi, aging dei crediti, pipeline e ticket — più analitica per cliente e oltre 30 pannelli iniettati in Dolibarr.
Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
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Widget that helps you remember your third party's birthday, congratulate them on time and create more than a business relationship.
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Module version: auto
Publisher/Licence: CodLines Developer / GPL-v3
User interface language: English, Spanish, French
Help/Support: Mail to support@codlines.com
Prerequisites:
Install (For Dolibarr v9+):
Install (For Dolibarr v8-):
Widget that helps you remember your third party's birthday, congratulate them on time and create more than a business relationship.
Do you need to customize the module or create a new one? contact us codlines256@gmail.com