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  • INTERVENTION PLUS - Complete Management of Interventions

    The “Intervention Plus” module is a revolutionary tool that simplifies and optimizes intervention management, from planning to invoicing. Designed for sales and technical teams, it offers a complete suite of features to ensure transparent and efficient monitoring of each intervention.

    250.00 €  (500€)
  • CRM 360

    This module provides a comprehensive overview of customer interactions and data, centralizing all relevant information in one place.

    175.00 €  (350€)

New products

  • EasySepa - SEPA enhancement suite for Dolibarr

    Extensible SEPA enhancement suite for Dolibarr with two available features: consolidate all of a customer's invoices into one SEPA charge, and collect each invoice on its own due date (multiple PmtInf blocks in the XML). Coming next: XSD validation, pain.008.001.08 support, returns reconciliation and SEPA dashboard. Each feature toggles independently.

    99.00 €
  • GHZ WorkflowPlanner

    GHZ WorkflowPlanner turns your customer orders and quotes into a simple field-service scheduler. For each service line, assign the employee in charge, pick the intervention date, and add a note with instructions — no separate planning tool, no duplicate data entry.

    60.00 €

CRM Enhanced

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A module dedicated to advanced CRM management. It allows you to keep track of interactions with third parties and their contacts. Every sellers action towards third parties is recorded and cataloged. Any mail sent is registered and cataloged. The management of Sales campaigns is possible. Actions can generate events on the agenda. Each action can be associated to documents. Analysis and reports

290.00 €
Excl. tax

Previous Next
  • Author OPG
  • Module version 2.2.0
  • Release date 06/14/2019
  • Access to download and updates 1 year
  • How to contact support Mail info@opigi.com
  • Compatibility Dolibarr V6 - V22
  • Last update 07/28/2026 11:24 AM

More info...

 

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Keep track of every customer interaction via the Enhanced CRM module

  

The "Advanced CRM" module inserts a series of features typical of a CRM program into Dolibarr.
It is based on the concept of activities: each third party is associated with the activities of CRM, which identify a specific relationship that our seller has made to the customer.
The activities contain all the information (date, average used, purpose, the requested contact, ...) of the relationship with customers, prospects or suppliers

Through these you get:

• the image of relationships with each individual third party
• the global image of the internal marketing and commercial network

Other characteristics:

  •  Activities can be grouped into campaigns, in order to obtain statistical data on the performance of various company campaigns    
  • It is possible to generate an event related to the activity on the seller's calendar
  • It is possible to assign the next action to a seller and insert this action on the personal agenda of the latter
  • It is possible to analyze the results of CRM activities and export the analyzes to Excel or CSV
  • The emails sent to third parties are included in the list of activities of the same.
  • It is possible to connect with the SendinBlue module, thus giving the possibility of:
    - make mass mailings of emai to contacts belonging to a group or with specific characteristics
    - monitor the performance of the emails sent (deliveries, openings, clicks and bounces)
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Publisher/Licence: Marcello Gribaudo / AGPL

User interface language: English Français Español Italiano
For contacts: info@opigi.com

User documentation: Manual Enhanced CRM

Demo      : Demo
User        : demo
Password : demo



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