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CRM For WHMCS

CRM For WHMCS is a powerful module developed for advanced customer relationship management, offering comprehensive support for creating any desired contact types, including leads and potentials, along with customizable follow-up options. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system.

1,104.15

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Item Version

v2.10.3

Total Sales

1032 Downloads

Last Update

June 29, 2024

Developed For

PHP 8.1

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CRM For WHMCS is a powerful module developed for advanced customer relationship management, offering comprehensive support for creating any desired contact types, including leads and potentials, along with customizable follow-up options. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system.

Manage your contact base by adding new ones, converting their status at any time or creating accounts for them without leaving the addon page. Moreover, you will gain the possibility to set up your own labels and assign them to clients on the Kanban board through the convenient drag & drop functionality. In addition, you may quickly collect data on your contacts by embedding customized web forms on your external websites.

The module includes a wide spectrum of modern tools that facilitate various stages of business relations. You will be allowed to determine permissions for each administrator role, send automated emails, craft announcements, write notes, create campaigns, generate quotes as well as view the details of your tasks. Another noteworthy component of CRM For WHMCS is the capability to manage automation groups and define rules that trigger creating follow-ups, sending notifications and adding reminders. To support your seamless viewing of the necessary information, you have the option to add custom fields for your contacts, along with direct access to the entire conversation history from the contact view. With graphs and tables on your dashboard, you can quickly get an overview and analyze the gathered details. Plus, you can keep track of your scheduled follow-ups on the calendar, which syncs with both WHMCS and Google calendars. Data can be easily imported/exported between WHMCS systems or backed up for safekeeping. The ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle the full screen for particular widgets contributes to maximum convenience.

Mix the module with our other products for added benefits. For instance, integration with SMS Center For WHMCS will keep your administrators well informed at all times thanks to adjustable SMS reminders. Equipped with Report Generator For WHMCS, you will deepen your insight into customer relationships with four entirely new types of data sets. Alternatively, you can combine it with Quotes Automation For WHMCS to multiply functional capacities of quotes.

Discover a modern-day definition of customer relationship management with CRM For WHMCS. Order the module today and build a well-oiled network of business connections!

CRM For WHMCS is a powerful module developed for advanced customer relationship management, offering comprehensive support for creating any desired contact types, including leads and potentials, along with customizable follow-up options. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system.

Manage your contact base by adding new ones, converting their status at any time or creating accounts for them without leaving the addon page. Moreover, you will gain the possibility to set up your own labels and assign them to clients on the Kanban board through the convenient drag & drop functionality. In addition, you may quickly collect data on your contacts by embedding customized web forms on your external websites.

The module includes a wide spectrum of modern tools that facilitate various stages of business relations. You will be allowed to determine permissions for each administrator role, send automated emails, craft announcements, write notes, create campaigns, generate quotes as well as view the details of your tasks. Another noteworthy component of CRM For WHMCS is the capability to manage automation groups and define rules that trigger creating follow-ups, sending notifications and adding reminders. To support your seamless viewing of the necessary information, you have the option to add custom fields for your contacts, along with direct access to the entire conversation history from the contact view. With graphs and tables on your dashboard, you can quickly get an overview and analyze the gathered details. Plus, you can keep track of your scheduled follow-ups on the calendar, which syncs with both WHMCS and Google calendars. Data can be easily imported/exported between WHMCS systems or backed up for safekeeping. The ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle the full screen for particular widgets contributes to maximum convenience.

    • Create Contacts:
      • Leads
      • Potentials
      • Custom Types
    • Convert Contact Types
    • Send Mass Email & SMS To:
      • All Clients
      • Chosen Client Groups
      • Contacts From Chosen Campaigns
    • Restrict Access To Contact Types
    • Assign Client Account To Contact
    • Assign Administrator To Contact
    • Assign Ticket To Contact
    • Quickly Edit Contact Details
    • Add And Manage Contact’s Follow-ups
    • Add And Manage Contact’s Notes:
      • Tag Staff Members To Receive Notifications
    • View, Create, And Synchronize Quotes For Contact
    • View Contact Tickets
    • View Contact Orders
    • Send Email From Template Or Custom Message – Include Files And Quote
    • Send And Receive Emails Using Custom Mailboxes
    • Send Ticket Response
    • View Email And SMS Messages In Conversation Log
    • Upload And Manage Files From Contact Profile
    • Add And Assign Labels To Contacts
    • Manage Customer Relationship Stages On Kanban Board
    • View Announcements For Administrators
    • View Logs Concerning Contact
    • View Dashboard Containing:
      • Incoming Follow-ups
      • Contact Lists
      • Last Email Messages
      • Last Activity
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