Eric.seigne: CapCRM 1.2.10

2026-10-27T18:04:59Z

CapCRM 1.2.10

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[[fr:Module_CapCRM_FR]]
[[Category:Complementary modules]]
[[Category:CRM]]
[[Category:CAP-REL]]
{{TemplateDocDevEn}}
{{TemplateDocUser}}
=Information=
{{TemplateModuleInfo
|modulename=CapCRM
|editor=CAP-REL
|web=[https://www.cap-rel.fr www.cap-rel.fr]
|webbuy={{LinkToPluginDownloadDoliStore|keyword=capcrm}}
|status=stable
|prerequisites=Third parties, Invoices, Categories, Products, Services and Agenda modules
|minversion=18.0.0
|note=All of a customer's sales relationship on a single page, plus the tools to prospect: campaigns in a kanban, a pipeline per salesperson and follow-up alerts.
}}

=Features=

CapCRM gathers on one page everything Dolibarr knows about a third party: contacts, tags, invoices, proposals, orders, contracts, projects, tickets, interventions, exchange history and upcoming actions. Sales people and managers get a clear view of each customer without going through every Dolibarr screen.

==At a glance==

* '''Who it is for''': sales people, sales managers and anyone who follows customers and prospects in Dolibarr.
* '''What it does''': it reads the data already stored in Dolibarr, shows it as blocks on a single customer page, and adds prospecting tools (campaigns, pipeline, follow-up alerts).
* '''What it does not do''': it sends none of your data to an outside service and replaces none of the Dolibarr modules it reads.

==Feature list==

* '''Customer card''' - contact details, address, email link, prospect potential and quick access to the Dolibarr card.
* '''Tags and categories''' - categories of the third party, with their colours.
* '''Contacts''' - contacts of the third party with direct edit, email and call actions.
* '''Sales blocks''' - unpaid invoices, yearly revenue chart, sales history by year and product category, proposals, orders, contracts, projects, tickets and interventions.
* '''Exchange history and upcoming actions''' - a timeline of emails, calls and meetings, with quick add of an exchange.
* '''Sales dashboard''' - proposal pipeline in a kanban, follow-up actions, unpaid invoices and dormant prospects.
* '''Prospecting view''' - list of third parties in a split view with configurable columns and the CapCRM card alongside.
* '''Prospecting campaigns''' - configurable stages, kanban, automatic progress by tags, prospect scoring, loss reasons, statistics and CSV export.
* '''Personal pipeline''' - every campaign of a salesperson in one dashboard, with hot prospects and stagnation alerts.
* '''Active follow-up''' - automatic follow-up alerts based on the last action, and detection of the temperature of the third party.
* '''Integrations''' - CapTodo tasks, one-click calls through CapCall, indirect sales, Dolibarr extra fields in each block.
* '''Seven languages''' - English, French, German, Spanish, Italian, Dutch and Brazilian Portuguese.

==Screenshots==

<gallery widths="300px" heights="200px">
File:CapCRM tableau-de-bord-capcrm.png|The CapCRM card of a third party
File:CapCRM dashboard-commercial.png|Sales dashboard
File:CapCRM prospection-splitview.png|Prospecting view
File:CapCRM campagne-kanban-fullpage.png|Campaign kanban
File:CapCRM campagne-pipeline-personnel.png|Personal pipeline
File:CapCRM configuration-generale.png|Module setup page
</gallery>

=Links=

* [https://doc.cap-rel.fr/capcrm/?lang=en Module documentation]
* [https://doc.cap-rel.fr/capcrm/nouveautes-1-2-10 What's new in version 1.2.10] (in French)
* [https://dolinews.com/en/projets/capcrm Get update notifications]
* [https://cap-rel.fr/sav-module-dolibarr/ Support form]
* [https://tests.cap-rel.fr/projects/25/quality Public quality report]
* [https://dolitry.fr/capcrm/ Online demo]: a Dolibarr with a full data set, created for you in less than 20 seconds and removed after the session

=Requirements=

{| class="wikitable"
! Item !! Version or condition
|-
| Dolibarr || 18.0 or higher
|-
| PHP || 7.4 or higher
|-
| Dolibarr modules || Third parties, Invoices, Categories, Products, Services, Agenda
|-
| Rights || an administrator account to install, enable and set up the module
|}

Optional modules add blocks to the page: Tickets, Interventions, Projects, Contracts, Sales orders, CapTodo, CapCall and the CAP-REL indirect sales module.

=Installation=

{{InstallModuleDoliStoreEn|keyword=capcrm}}

==Upgrade==

# Install the new version through '''Home > Setup > Modules/Applications > Deploy/install external app/module'''.
# Disable then enable the module again: enabling applies the database upgrades and registers the new hooks and permissions.

==Uninstall==

Disable the module from '''Home > Setup > Modules/Applications'''.

=Setup=

{{ActivationModuleEn}}

The setup is in '''Home > Setup > Modules > CapCRM'''. Its tabs cover the general setup (interface and blocks shown), the exchange history, the upcoming actions, the extra fields, the follow-up rules and the prospecting campaigns. Each block of the page can be enabled on its own, and list blocks accept a size limit and a status filter.

=Permissions=

CapCRM has fine-grained permissions: access to the module, then one permission per block (third parties and contacts, invoicing, proposals, projects, contracts, orders, tickets, interventions, own or all agendas), plus read, edit and delete rights on campaigns. A block shows only when it is enabled in the setup, the user holds its permission and the related Dolibarr module is enabled.

=Usage=

Open the '''CapCRM''' tab of any third party. The '''Commercial''' menu gains the entries '''Commercial Dashboard''', '''Prospection''', '''Campaigns''', '''My pipeline''' and '''My recent exchanges'''. Each block is described in the [https://doc.cap-rel.fr/capcrm/utilisation?lang=en user guide].

=FAQ=

All questions: [https://doc.cap-rel.fr/capcrm/faq?lang=en documentation FAQ].

=Development=

Developments and improvements can be suggested to the project maintainer by email (see the headers of the source files) or through the [https://cap-rel.fr/sav-module-dolibarr/ support form].

Module CapCRM - Revision history

Eric.seigne: CapCRM 1.2.10