Werbeaktionen

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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.

    60,00 €  (120€)
  • Skin QuaranteDeux

    Skin quarante deux features: Compatibility with Dolibarr version v.18.00.00 & above. Seamless operation with PHP 8. Discover a new visual experience with our highly anticipated feature: dark mode!

    144,00 €  (288€)

Neue Produkte

  • CA and Margin Statistics

    This module allows you to track and export your revenue and margin. It also includes a comparison of revenue and margin over previous years.

    60,00 €
  • Peppol full integration Client

    Senden und empfangen Sie Rechnungen über das Peppol-Netzwerk von Storecove. Unterstützt UBL-Konvertierung, automatischen Rechnungsversand und -empfang durch Factur-X und beinhaltet eine Stunde Support. Kostenlos bis zum 1. Januar 2026.

    KOSTENLOS

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 €

Previous Next
  • Autor Veronica C. Letizia
  • Modulversion 1.0
  • Veröffentlichungsdatum 23.05.2025
  • Zugriff auf Updates und Downloads 365 Tage
  • So kontaktieren Sie den Support soporte@levelit.com.ar
  • Kompatibilität Dolibarr V20 - V21   -   PHP7 - 8
  • Letztes Update 12.06.2025 18:45

Mehr Infos

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 !!!