Promotions

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    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€)
  • Stick it

    No more paper notes fly and lose on the desks! This module allows you to display a note on a sheet, a customer form, invoice, etc ... You can choose the status of this note: private, public (shared notes for the relevant sheet) or shared (shared notes for all of the same type sheets).

    60.00 €  (120€)

New products

  • ExtraExpense: Better manage VAT on expense reports

    This module improves expense report management in Dolibarr by allowing users to disable the selection of a VAT rate. The VAT amount is then calculated based on the difference between the amounts including and excluding VAT. This makes it possible to enter foreign expense reports or receipts with multiple VAT rates.

    15.00 €
  • UltimateLine

    Automatically adds final lines to proposals, orders, and invoices when a line is added or modified. It can manage multiple lines to be added, depending on products or services defined together or independently. Particularly suitable for automating the calculation and addition of lines such as carbon taxes, eco-taxes, or specific discounts.

    66.67 €

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 €

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 - V21
  • Last update 11/14/2025 12:55 PM

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