ModulesGarden CRM For WHMCS – Set The Pace Of Your Business Management!

This time we have come to you with a product that most of you have definitely been waiting for.

CRM For WHMCS by ModulesGarden - the module that will revolutionize your approach to potential clients!

From now on leads and potentials will be organized in a clear list directly in your system. In a matter of seconds you will be able to add a new contact (even straight from the support ticket!) and assign an admin to it. The module will also permit to define a status and a type of a contact, and create an account for it once you decide to convert it into a client.

What is more, you will be able to use a vast array of features to improve your business efficiency. Automated notifications, notes, quotes - everything you would expect to fully utilize the potential of prospective clients. And in case you want to get additional information you will be allowed to create your own custom fields for leads and potentials.

A complex presentation in dashboard consisting of statistical graphs, tables and a calendar will prove useful whenever you need to do a quick overview or compare details of gathered contacts.

Moreover, the module enables importing/exporting the data so you will be able to migrate it between WHMCS systems or simply make a backup.

Still not convinced? Bear in mind that the functionality of CRM For WHMCS may be extended. If you integrate the module with Asterisk VoIP Center For WHMCS you will be able to originate calls between any destination number directly in the addon page! You can also increase quotes functionalities owing to the integration with Quotes Automation For WHMCS.


Stride into the new world of customer relationship management. Order CRM For WHMCS and look how your business is taking a turn for the better!


Addon Features:

  • Create Leads And Potentials
  • Convert Contact Types Between Lead And Potential
  • Assign Client Account To The Contact
  • Assign Admin To The Contact
  • Quickly Edit Contact Details
  • Add Follow-ups To The Contact
  • Reschedule Follow-ups
  • Add And Manage Contact's Notes
  • Create Quotes For The Contact
  • Upload Files From The Contact Profile
  • View Logs Concerning The Contact
  • View Dashboard Containing Incoming Follow-ups And Graphs Concerning Contacts
  • Access Leads/Potentials Page Allowing Customization Of Visible Columns And Their Order
  • Upon Removing, The Contact Is Moved To The Archive Where It Can Be Restored From

Follow-up Features:

  • Define Email Templates Used Per Follow-up Per Notification
  • 4 Types Of Notifications: Admin ToDo, Client Notify, Admin Notify And Notify On The Creation
  • Follow-up Type - Easier Determination Of Follow-up Purpose
  • Admin To Notify - Defines Included Admins Per Notification Type

Addon Settings Features:

  • View Module Status - Contains Status Of CRM Key Elements
  • Define Whether To Use Potentials, Quotes Or Admin Assignment
  • Define Follow-up Types And Default Admin Notifications Email Templates
  • Add And Manage Custom Fields - Text, Textarea, Dropdown And Checkbox
  • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
  • Create CRM Email Templates
  • Import/Export Contacts In CSV File Format
  • View Information About CRM Cron
  • Learn More About CRM API

Admin Area Features:

  • WHMCS Support Tickets System - Create Lead, Quickly View Its Details And Move To The CRM Contact Profile
  • WHMCS Quotes - Quotes Created From The CRM Profile Will Be Automatically Assigned To The Contact

Additionally:

  • Integrated With Asterisk VoIP Center For WHMCS - Call Your Clients At Any Time (read more)
  • Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities (read more)
  • Multiple Access Levels
  • Multi-Language Support
  • Supports WHMCS V5 and Later

Are You Interested?
♦ Order CRM For WHMCS Now!


Do You Need More Information?
♦ Read More About CRM For WHMCS


Would You Like To See The Module In Action?
♦ View Our Short Video


Are You Looking For A Complete Documentation?
♦ Visit CRM For WHMCS Wiki


Do You Want Us To Install And Configure The Module For You?
♦ Tick 'CRM Installation Service' Field While Ordering The Product



Coming Next:

  • Advanced Billing For WHMCS 2.5
  • Autoscalling For WHMCS
  • cPanel Extended For WHMCS 2.5 – HOT!
  • December Release List


Do You Need Custom Software Development?
Specially for you we will adapt an application and its design to your own needs, create adequate addon, entirely new module or even a complete system!
We can advise how to solve your problems or propose an optimal solution for your business.

Contact Us Today!

We will send you the quote, ETA and more details within 24-48 hours.



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