- Electronic Signature: Integrating an e-signature module radically cuts down quote conversion times. Clients pay a premium to have legally binding contracts signed directly within their CRM portal.
- Advanced CRM & Kanban Pipelines: Replaces Dolibarr’s basic list views with visual Trello/HubSpot style pipelines for deal tracking, drag-and-drop actions, and automated follow-ups.
- Proposal & Sales Document Trackers: Notifies your client the exact second their prospect opens a quote or invoice PDF
The “Sales Closer” Bundle
Home Additions planning began with load paths and structural openings, then kept access, decisions, and completed-scope records connected through handoff at home.