capCRM - Fiche client et prospection 1.2.6 (V18 - V24)

Overview

In Dolibarr, getting to know a customer means opening a dozen screens: the third party card, contacts, quotes, orders, invoices, contracts, agenda, tickets... CapCRM brings all of it together on a single page and adds what Dolibarr lacks for prospecting: step-based campaigns, a pipeline per salesperson and follow-up alerts.

The module is meant for sales teams and managers of small and medium businesses who already use Dolibarr for their quotes and invoices, and want to follow their customers and prospects without switching tools.

The customer on a single page

Each third party gets a dashboard made of boxes that every user can show, hide and reorder by drag and drop:

• Contact details and contacts: address, phone, email, one-click call, emails sent without leaving the page, QR code to call from a phone.
• Sales activity: open quotes, orders to check, contracts and subscriptions, projects, unpaid invoices.
• Revenue: yearly chart, sales history by product category, indirect sales through resellers.
• Exchanges: history of calls, emails and meetings, planned actions, private notes.
• Support: open tickets and ongoing interventions, with the remaining prepaid time.

An option makes this page the default card: every click on a third party in Dolibarr opens CapCRM.

Prospecting

• Prospecting view: the list of third parties on the left, filtered by category, campaign, potential or salesperson, and the full card of the selected one on the right. Move from one prospect to the next without reloading the page.
• Prospecting campaigns: each campaign has its steps, a goal, a target date and a kanban. Prospects stuck too long in a step are flagged, and rules can move them forward automatically when their status changes in Dolibarr. Loss reasons, scoring, conversion statistics and CSV export complete the follow-up.
• Personal pipeline: every salesperson finds their campaigns, hot prospects, wins of the month and the prospects to follow up.
• Sales dashboard: latest exchanges, next actions, quote pipeline, filters by period, salesperson and category.

Never forget a follow-up

Active follow-up applies rules based on the kind and direction of the last exchange (unanswered email, call with no reply, quote sent...), flags customers who are cooling down and reminds you when to get back to them.

Integrations

CapCRM shows the tasks of CapTodo, calls through the CapCall telephony gateway and displays sales made by resellers with the CAP-REL indirect sales module, when these modules are installed. With CapMail, the emails exchanged with a third party appear on its card, and a Campaigns tab in the CapMail inbox lets you add the sender of an email to a prospecting campaign. Dolibarr extra fields can be displayed in each box.

Languages

Interface available in French, English, German, Spanish, Italian, Dutch, Polish and Brazilian Portuguese.

Try it

A demonstration filled with fictitious data opens in a few seconds at dolitest.fr/capcrm.

Requirements

• Dolibarr 18.0 or later, PHP 7.4 or later
• Third parties, Invoices, Categories, Products, Services and Agenda modules enabled

Every feature is documented online: doc.cap-rel.fr/capcrm

What the purchase covers

• The module, and access to its updates for the period stated on this sheet
• Bug fixes, including the ones you report
• An email on every new release

To be told automatically about new versions, of this module and of the Dolibarr ecosystem at large, subscribe on dolinews.com: that is where our release announcements are published.

Support

Support goes through our support form, not through the comments on this sheet.

Support is not free. You want competent people on the other side: it is fair that they are paid for that time. The price shown covers the module and its updates. It covers neither installing nor configuring your Dolibarr, nor training your teams, nor specific developments, nor investigating an environment we do not host.

A reproducible bug in the module is fixed at no charge, as part of the updates above.

Before buying

• Check the Dolibarr and PHP versions stated at the top of this sheet: beyond them, the module is not tested
• Modules are deployed from Home > Setup > Modules > Deploy an external module, which requires an active custom directory on your installation
• When a module relies on an online service, the subscription to that service is separate from buying the module, and is stated above

Publisher

Module developed by CAP-REL, under the GPL-3.0-or-later licence. Online documentation at doc.cap-rel.fr.

Verified quality

All 20 test scenarios of version 1.2.6 passed. 20 of them are covered by 36 automated tests, run again on every new release.

Read the public quality report

Version history

1.2.6 2026-10-13

• Dutch (nl_NL) and Brazilian Portuguese (pt_BR) translations, every key translated in every language
• Dolibarr 18 minimum (compatible and analysed up to 24), composer platform pinned to PHP 7.4.33
• Installed version tracking with update notice (CAPCRM_MODULE_VERSION + url_last_version)
• Migration < 1.2.6: dedupe follow-up rules duplicated by the old data.sql seed
• Refuse activation when a declared table is missing (clear error instead of a broken module)
• Module stylesheet scoped under #capcrm-app: no CSS collisions with the theme or other modules
• Multi-entity hardening: lists, kanban and mailing selectors scoped to the current entity
• Input whitelists, JS confirm and LIKE-wildcard escaping on search filters
• Feedback mail from the about page carries trackid and X-Dolibarr-Info headers
• History engine shared with the future actions admin page
• Behaviour tests for mailing target selectors, Playwright E2E browser suite, capTests reporting
• Release tooling: announcement, NextCloud mirror and dolitest demo targets in the Makefile

1.2.5 2026-09-16

• Demo mode
• import_key marker column
• Guided tour (Driver.js)

1.2.4 2026-06-10

• Better filters on box content
• Add objects and code on CapMail if CapMail is installed

1.2.2 2026-06-10

• Fix links when dolibarr is not on root

1.2.1 2026-04-29

• Campaign step: optional prospect level floor

1.2.0 2026-04-21

• Full campaign management system
• Configurable stages per campaign with color, position, stagnation threshold
• Terminal stages (Won/Lost) with loss reason dictionary
• Auto-numbered references (CAMP-YYMM-NNNN)
• Campaign objectives (target conversions, amount, deadline)
• Mini horizontal Kanban on thirdparty box with click-to-move between stages
• Bulk import of prospects (by country, category, commercial, manual selection, creation date filter)
• Auto-population via default campaign for new thirdparties
• Automatic progression rules (tag added/removed, status change) with forward-only mode
• Statistics per campaign (funnel, stage duration, won/lost, commercial performance, stagnation)
• Personal pipeline dashboard aggregated per commercial
• Prospect activity scoring (emails +5, calls +10, RDV +15, quotes +20, stage change +10, stagnation -5)
• New "Follow-up" box on thirdparty dashboard
• Thermometer indicator for activity trend (warming / stable / cooling) based on 14-day score comparison
• Follow-up alerts based on configurable rules (action type, delay, direction in/out, cancel-on-response)
• 5 default rules (first contact, call no response, quote sent, ticket resolved, silent client)
• Automatic incoming/outgoing classification of agenda actions
• New "Follow-up rules" admin tab
• New "Relance" column in prospection view with delay badge
• 2 new cron tasks (daily alert evaluation, weekly score snapshot)
• New page accessible from menu (Commercial > CapCRM Dashboard)
• Quote pipeline in Kanban columns (Draft, Validated, Signed, Ordered, Invoiced) with drag-and-drop
• Actions tracking (today, this week, overdue)
• Unpaid invoices with days-late and dunning button
• Dormant prospects (no contact since threshold, default 30 days)
• Filters by commercial, period, category
• Option `CAPCRM_DASHBOARD_KANBAN_DND` to disable drag-and-drop (read-only mode)
• New page accessible from menu (Commercial > CapCRM Prospection)
• Two-panel view: paginated thirdparty list + CapCRM iframe of selected thirdparty
• Status pills (green = recent contact, orange = old, red = never)
• Fully configurable columns (all Dolibarr thirdparty native columns + calculated: last contact, next RDV, open quotes, unpaid, CA year, follow-up alert)
• Click column header to sort (handles dates and amounts)
• User-level column preferences (CAPCRM_PROSPECTION_COLUMNS)
• Option `CAPCRM_PROSPECTION_HIDE_TABS` to hide Dolibarr tabs in iframe
• New "Extra fields" admin tab to choose which Dolibarr extrafields to display in each box
• Supported types: thirdparty, contacts, quotes, orders, invoices, interventions, tickets, projects, contracts, agenda
• Display under address (thirdparty box) or inline under each entry (contacts box)
• CapCall: click-to-call icon on thirdparty and contacts (SIP gateway popup)
• CapTodo: new todolist box with quick-add task button
• OnepageBasket: prepaid duration tracking on interventions box (remaining balance in minutes)
• CAP-REL indirect customers: dedicated "Indirect sales" box and combined CA graph (`CAPCRM_UI_INDIRECT_SELLS`)
• QR code phone button: flash to launch call from mobile (thirdparty + contacts)
• New "Recent exchanges" page: timeline of thirdparties the current user has interacted with
• Quick-add exchange form (popup): radio buttons for action type (from Dolibarr dictionary), auto-generated label, date/time pre-filled, anti-double-submit spinner
• Quick-add future mode (`mode=future`): optional browser push or email reminder with configurable delay
• Previous/Next navigation arrows on thirdparty box title
• Company founding date display (Dolibarr 23+ native `birth` or `autoupdatethirdpart_birth` extrafield)
• Visual icons on all boxes (border-left accent color + watermark background)
• CSS rewrite with Tailwind v4 (no preflight, no DaisyUI) to preserve Dolibarr native styles
• Drag-and-drop box reordering per user (SortableJS), saved in `CAPCRM_BOX_ORDER` user param
• Proposal box title clarified to "Open proposals" (draft/validated/signed)
• Contacts box redesigned with structured table (name, role, phone, actions)
• Counter badges on all list-type boxes (contacts, tickets, interventions, unpaid invoices, projects, contracts, quotes, orders, history, future actions, CapTodo tasks, emails, campaigns)
• Thirdparty name preserves case (no more forced uppercase)
• Anti-double-click protection on all popup buttons (spinner + disable during load)
• Harmonized action icon colors across all pages (email fuchsia, phone green, QR indigo, RDV purple, video teal)
• Fixed email box display (disclosure triangle, direction icon, date, subject on single line)
• New "Extra fields" admin tab
• New "Follow-up rules" admin tab
• About page rewritten: module info, feedback form with star rating, donation, useful links, changelog
• Configuration split in several tabs (General, History, Future actions, Extra fields, Follow-up rules)
• New setup sections: Commercial dashboard, Prospection, Campaigns, Smart follow-up
• New module icon: handshake (instead of generic file icon)

Truncated history, intermediate releases not shown: 12

The first release of this module dates from 2024-02-28.

1.0.0

• Initial version

The full changelog is on the "About" page of the module once it is installed.