Promotions

  • Trello Tasks Plus

    Dolibarr Trello is a project management tool based on a visual and intuitive Kanban board type interface. It allows teams to collaborate effectively and monitor the progress of their projects in a simple and efficient way.

    150.00 €  (360€)
  • Remindme: Automatic reminder (email, event, notification)

    Allows you to program different types of reminders based on a trigger. RemindMe is here for you!

    280.00 €

New products

  • Calc Master

    The CalcMaster module for Dolibarr is a professional, elegant, and fully customizable calculator designed to streamline all your calculation needs within the ERP. Whether you are managing discounts, taxes, product volumes, or daily operations, CalcMaster ensures fast, precise, and intuitive calculations while saving time and improving efficiency.

    19.00 €
  • proyectosplus

    Professional project management with guided creation wizard, sector-specific templates, AJAX side panel, Kanban board and custom fields per category. Create complete projects with automatic tasks in seconds.

    199.00 €

CRM Funnel

mp1654d20250523220251

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.

37.50 € Excl. tax

Previous Next
  • Author Veronica C. Letizia
  • Module version 1.2
  • Release date 05/23/2025
  • Access to download and updates 1 year
  • How to contact support soporte@levelit.com.ar
  • Compatibility Dolibarr V20+   -   PHP7 - 8.3
  • Last update 02/02/2026 06:16 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 !!!

 




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org