Promozioni

  • MBI Yousign firma certificata eIDAS

    Il modulo MBI Signature Yousign consente ai tuoi clienti di firmare preventivi, ordini, contratti, mandati SEPA, interventi e bolle di consegna tramite Yousign, nonché documenti esterni allegati e file esterni. La firma certificata eIDAS include un codice SMS per verificare l'identità del firmatario.

    20,00 €  (33.25€)
  • DigiRisk

    Gestisci i rischi della tua azienda e crea il tuo documento unico con facilità

    150,00 €  (180.00€)

Nuovi Prodotti

  • Doliconex

    Specialized API connector module providing extended endpoints for mobile app integration. Designed as an extensible framework for the SaaS applications Dolimob, offering order preparation management and intervention signature handling with enhanced security and performance optimization.

    GRATUITO
  • Dolibarr The Book 22.0 (French version)

    The twenty-fifth edition of this book appears as Dolibarr's reputation is already well-established with this 22.0 version. It highlights the many advancements and new features of the ERP/CRM Dolibarr, which has become a staple in the world of Open Source software...

    16,67 €

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.

37,50 €

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  • Autore Veronica C. Letizia
  • Versione modulo 1.0
  • Rilascio data 23/05/2025
  • Accesso agli aggiornamenti e ai download 365 giorni
  • Come contattare l'assistenza soporte@levelit.com.ar
  • Compatibilità Dolibarr V20 - V21   -   PHP7 - 8
  • Ultimo aggiornamento 12/06/2025 18.45

Maggiori informazioni

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 !!!