NextCRM — Sales pipeline & marketing automation

Pipeline · Lead scoring · Activities · E-mail sequences · Forecast · Conversion funnel

Dolibarr records third parties, proposals and invoices. It does not tell you where each deal stands, which lead deserves the next call, which follow-ups go out on their own, or how much you will really sign next month. NextCRM fills that gap: a real sales pipeline, lead scoring, planned activities, automated e-mail sequences and a weighted forecast, without changing any of your existing data.

What the module brings

1. Drag and drop sales pipeline

• Several pipelines: direct sales, partners, key accounts… every team keeps its own process.
• Fully configurable stages: label, colour, order, probability, winning or losing stage.
• Drag and drop of cards: moving an opportunity applies the probability of the stage, and dropping it on a winning or losing stage closes it with its date.
• Total and probability per column permanently displayed: you read the real weight of every stage.
• Rotting detection: past the number of days without activity defined on the stage, the card switches to a red alert.
• Filter by owner, with a dedicated permission to see the whole team.

2. Lead scoring

• Rules configured without a single line of code: criterion + operator + value + points.
• Available criteria: amount, probability, source, presence of a contact, of a customer or of a proposal, expected closing date.
• Ten operators: equals, different, greater, greater or equal, lower, lower or equal, contains, filled in, empty, is one of.
• Score bounded between 0 and 100, turned into a grade A, B, C or D shown on every card of the pipeline.
• Score explanation on the card: the list of the rules that granted points. No black box.
• Five ready-to-use rules are installed on activation, and can be edited or removed.

3. Planned activities

• Five types: call, meeting, e-mail, task, demonstration, each with its own icon.
• Due date, assignment to a user, outcome recorded when the activity is done.
• Late activities highlighted on the dashboard, the list and the card.
• Marking an activity as done updates the last activity date of the opportunity, which feeds the rotting detection.
• Filters: upcoming, late, of the day, done.

4. Automated e-mail sequences

• Sequences made of steps dated D+n from the enrolment: e-mail, call or task.
• Personalisation placeholders: __DEAL__, __REF__, __AMOUNT__, __CUSTOMER__. An unknown placeholder stays visible in the preview instead of producing an empty message.
• Automatic stop when the opportunity is won, lost, or when the prospect replies, according to your options.
• Dry run enabled by default: messages are journalised without being sent. You validate your scenario before opening the tap.
• Sending journal: recipient, subject, date, status (sent, simulated, error) with the error message.
• Execution by a Dolibarr scheduled job installed automatically, with a cap on the number of messages per run.

5. Forecast and reporting

• Weighted forecast per stage: number of deals, total amount, amount weighted by the probability.
• Conversion funnel: conversion rate from the first stage and from the previous one.
• Win rate over the closed deals.
• Average sales cycle in days, computed between the creation and the closing.
• Analysis by owner and by lead source.

6. Dashboard and widget

• Key figures: open opportunities, total pipeline, weighted pipeline, win rate.
• Forecast per stage and list of the next activities, late ones in red.
• Widget for the Dolibarr home page: my activities of the day and the late ones.

Security and permissions

Eight separate permissions let you open exactly what each profile needs:

Without the read-all permission, a sales person only sees their own deals: every portfolio stays separated.

Compatibility

• Dolibarr 16.0 to 21.x (validated on 21.0.2).
• PHP 7.4 to 8.3 (validated on PHP 8.2).
• Databases: MySQL 5.7+, MariaDB 10.3+, PostgreSQL 9.6+.
• Multi-company: every table carries the entity column.
• The native Third parties module is required.
• No external JavaScript library: drag and drop is written in plain JavaScript, nothing is loaded from the Internet.

Installation

1. Deploy the ZIP from Setup → Modules → Deploy external module, or copy the nextcrm folder into htdocs/custom/.
2. Enable NextCRM in Setup → Modules/Applications.
3. Adjust the settings in NextCRM → Setup.
4. Grant the permissions to the relevant users.

Activation creates the nine tables of the module, installs a six-stage pipeline and five scoring rules, and registers the scheduled job of the sequences. No native table is modified: disabling the module leaves your third parties untouched.

Quality

• 44 automated tests and 222 assertions covering the scoring engine, the forecast, the funnel, the sequence scheduling, the status machine of the opportunities and the persistence of the objects.
• Code documented with PHPDoc, following the Dolibarr coding conventions.
• SQL queries systematically typed or escaped.
• Anti-CSRF tokens on every write action.
• Responsive interface, usable on a tablet.

Languages

Interface fully translated into French, English, German, Italian and Spanish.

Package content

• Installable module as a ZIP archive.
• Training manual in French (PDF).
• Technical documentation, migration guide, compatibility matrix and test report.
• Real screenshots of every feature.

Demo of the NextCRM module
Login : demo
Password : demo