ModulesGarden 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!

Addon Module Features:

• 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
• View Calendar With All Reminders Sorted By Type
• View CRM Statistics And Graphs Concerning Contacts
• Import Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS
• Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS, PDF
• Perform Bulk Actions On Multiple Contacts
• Remove Contact:
  • Move Contact To Archive Where It Can Be Restored From
  • Delete Contact From CRM Database Completely

Follow-Up Features:

• 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
• Administrator To Notify - Defines Included Administrators Per Notification Type
• Notify Administrator And Clients Via Email And SMS
• Notify Administrator Via Pop-up Alarm
• Follow-up Type - Easier Determination Of Follow-up Purpose
• Follow-up Status - View Follow-up Current Stage
• Use Email Template Or Place Custom Message
• Synchronize Follow-ups With:
  • Google Calendar
  • WHMCS Calendar

Campaign Features:

• Create Campaign
• Define Campaign Duration Time
• Assign Contacts To Campaign Using Filters
• Manually Assign Campaign To Contact
• Display Dashboard Per Campaign
• Display Campaign Description In Assigned Contact Profile

Web Form:

• Create Web Form
• Allow Your Site Guests To Create New Contacts And Follow-ups Via Web Form
• Define Details Of Web Form Created Contact:
  • Contact Type
  • Contact Status
  • Assigned Admin
• Assign Fields To Web Form
• Get Generated Web Form To Be Placed On Your Site
• View Number Of Contacts Created From Each Web Form
• Notify Administrators About New Contact Creations

Addon Settings Features:

• View Module Status - Contains Status Of CRM Key Elements
• Define Whether To Use Quotes And Administrator Assignment
• Define Whether To Disable Contacts Creation With Already Existing Email Addresses
• Define Follow-up Types And Default Notifications On Follow-up Reschedule
• Define Temporary And Permanent Notifications For Administrators
• Define If Notification Needs To Be Acknowledged By Administrators
• Automatically Add Follow-Ups And Reminders Based On The Set Conditions
• Configure Incoming And Outgoing Mailbox Settings
• Manage Custom Fields:
  • Create Fields Groups
  • Create Custom Fields - Text, Textarea, Checkbox, Radio, Select, Phone And Date Time
  • Add Description To Custom Field
  • Add Validators To Custom Fields
  • Define WHMCS - CRM Fields Mapping - Automatically Fill Out Form With Appropriate Values
• Define Custom Contact Types:
  • Define Contact Type Color And Icon
  • Define Contact Type Visibility On Navigation
• Configure Default View Of Contact Lists - Visibility And Order In Columns
• Define First Day Of Week In Calendar
• Define Permissions Per Administrator Role Group
• Define Personal Settings:
  • Define Avatar
  • Define Default Email Address
  • Define Visible Fields And Their Order For Contacts And Dashboard
• Create CRM Email Templates
• View Information About CRM Cron

Admin Area Features:

• WHMCS Support Tickets System - Create Contact, View Their Details And Move To CRM Contact Profile
• WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically
• WHMCS Client Profile - Create Contact

General Info:

• Meets GDPR Requirements
• Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities
• Integrated With Report Generator For WHMCS - Access Advanced Reports On Customer Relationships
• Integrated With SMS Center For WHMCS - Send Reminders And Mass Messages Via SMS
• Integrated With WhatsApp - Move To Service On Pressing Contact Phone Number
• Integrated With WHMCS Notifications - Receive Messages About New Emails From CRM Mailboxes In Your Slack Channels
• Connect With CRM Using ITS API
• Toggle Standalone Mode - Display CRM Outside WHMCS
• Display Any Page Or Panel In Full Screen Mode
• Multi-Language Support
• Supports PHP 8.3 Back To PHP 8.1
• Supports WHMCS V8.13 Back To WHMCS V8.10
• Requires ionCube Loader V14 Or Later
• Easy Module Upgrade To Open Source Version