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Strategic Insight 360 is not a simple SWOT form. It is a complete Strategic Diagnosis & Decision Intelligence System integrated into Dolibarr, part of the NEXT GESTION Business Strategy range (Module 02). It turns your Dolibarr data and business evidence into a rigorous, evidence-based strategy.
Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
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The “Automatic Notes V3” module automatically adds predefined notes to your sales documents, making it easier to communicate information with your customers or suppliers.
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Automatic notes V3 |
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| ➦ Editor : Inovea Conseil ➦ Version : auto ➦ Compatibility : Dolibarr auto - auto |
➦ Languages : FR EN ![]() |
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