Developed By ModulesGarden

Compatible with WHMCS v8.9

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 8.1 Back To PHP 7.4
  • Supports WHMCS V8.9 Back To WHMCS V8.6
  • Requires ionCube Loader V12 Or Later
  • Easy Module Upgrade To Open Source Version



5 stars
4 stars
3 stars
2 stars
1 star

Jason Thomas @jason8011

September 18, 2023 at 01:02:19 PM

Been using modules from MG for a number of years there always build very well, this CRM is no different , once you figure out and learnt how to use it its great, very over complicated to setup but once you have configured all the parts to it , very nice & cost affective crm to use no per user fees like most out there,

Defiantly recommend but can only give 4 stars due to the sheer complex setup if setup was easier would of give 5

  • 7 months ago
  • Version Number 2.10.0

Craig Steinberg @craig5068

November 27, 2022 at 01:17:42 PM

No comment provided.

  • 1 year ago
  • Version Number 2.8.2
  • Edited

Dammak Ahmed Amine @dammak7508

May 27, 2022 at 08:34:12 AM

No comment provided.

  • 1 year ago
  • Version Number 2.8.1
  • Edited

Mohamad Shkear @syrian4225

June 5, 2021 at 02:47:46 PM

this addon has helped me to organize my work also to define my new customers and raise my sales

thanx module garden

  • 2 years ago
  • Version Number 2.7.0

Abdullah d @abdullah3827

April 19, 2021 at 12:27:54 PM

This module has everything and more to manage relations with clients in ways that would otherwise never be possible in WHMCS. I love having all tools available immediately when I need them, without tons of scrolling or even moving outside the opened tab. You can't get tired of automation in CRM either, it adds up to impressive amounts of time saved daily on typical customer-related tasks.

  • 3 years ago
  • Version Number 2.7.0
  • Edited

Hamed @hamed2279

March 8, 2021 at 05:27:48 PM

up until I have installed this module, sales team are now can easier follow up clients.
nice experience and thanks modulesgaurden.

  • 3 years ago
  • Version Number 2.7.0

James Russell @james3959

December 21, 2020 at 08:42:36 AM

Modules garden plugins are very good and they always try to come with upgraded versions and to be compatible with WHMCS which is helpful.

  • 3 years ago
  • Version Number 2.7.0

Brian Pichman @brian4197

March 18, 2020 at 03:51:11 PM

I've been looking for a better way to manage our contacts in WHMCS - this fixes the issue and then adds a bunch of value ads. I personally like the ability to modify client views, so I can track progress of clients migrating to our services. Their support is AMAZING - we had a few bugs early on, they implemented a hot fix for one issue and rebuilt some SQL tables. Support is everything when selecting a product - and they stand by the product which I like. I'm still exploring all the features that come with the CRM, it has a lot of capabilities that improve workflow of how you manage your clients.

  • 4 years ago
  • Version Number 2.6.0

Heberg @heberg1744

December 29, 2019 at 04:08:44 PM

In principle, the CRM software is quite good, but it has been designed so complicated that it takes days to learn how to use it. If you have a lot of time available, there is not much against the module, but otherwise another solution is better.

Kamila Szlęk @kamila7554

January 9, 2020 at 12:48:12 PM


Thank you for sharing your viewpoint and providing us with your important feedback. We are perfectly aware of the extensiveness of our module’s functionalities. Be advised though, that it stems simply from the fact that we want to meet all sorts of our customers’ expectations and provide nothing but the highest standards of services.

May I kindly ask you to join our Support Team in a ticket and cast some more light on your experience? It would help us greatly in delivering all the necessary details to our Product Development Team to further improve the module and ensure flawless management of its rich variety of features.

  • 4 years ago
  • Version Number 2.5.6

James L @jamie1956

July 22, 2019 at 12:41:26 PM

Really easy to use and the integration into WHMCS works great.

  • 4 years ago
  • Version Number 2.5.4

Robert Garcia @robert1260

January 12, 2019 at 03:42:03 PM

A great addon which saves me a lot of time.

  • 5 years ago
  • Version Number 2.5.1

Abraham C @abraham5273

October 10, 2018 at 02:01:47 AM

Great clean and simply CRM. Enough of a foundation to get our sales guys what they wanted. I let them have a test drive for a few days, and they are very experienced salesforce users, whom came back with no complaints to me about using it

  • 5 years ago
  • Version Number 2.5.0

Mark My Words @MMWM

May 24, 2018 at 04:33:50 PM

We are switching to modulesgarden crm from agile crm mainly due to the full integration with whmcs and the sync between all the details of a lead/customer. Now our sales, support, and billing teams can all see the big picture as well as the specific details they need to provide excellent service. This switch will also end up saving us nearly $1000 per year.

  • 5 years ago
  • Version Number 2.4.4

Francisco Ruiz @PacoRuizL

April 11, 2018 at 08:02:42 PM

It is amazing to have a CRM conected to your WHMCS. We used to work with another solutions to follow up our sales opportunities and it was a headeach to keep track and update information between WHMCS and the CRM.

Now with this module everything goes very easy and we have sold more since we use it

  • 6 years ago
  • Version Number 2.4.4

Igor Kaczor @igor_ca

April 11, 2018 at 07:30:09 PM

great product! We were able to easily customise and adjust it to our style of work with clients and WHMCS. Quick and in depth responses from Modules Garden's support helped a lot too.

  • 6 years ago
  • Version Number 2.4.4

Aaron Belsham @AaronB

April 6, 2018 at 07:49:53 AM

Had an initial issue with database table collations, but upon contacting support these were resolved very professionally and quickly! Very happy with the module, the functionality is solid, and having the peace of mind of a good support service has made this an easy product to recommend to other users.

  • 6 years ago
  • Version Number 2.4.4

Teeuwis Hillebrand @Nuntius

March 26, 2018 at 08:33:07 PM

Using CRM for WHMCS now and since WHMCS is my central hub for all client related communications, this is the best tool in the best place for my organisation.

  • 6 years ago
  • Version Number 2.4.3

Tyson Buck @tyson5271

September 30, 2017 at 04:17:55 AM

Used Zendesk before this and I find the CRM module from ModulesGarden much more useful and after set up much more user friendly. Plus I’m saving about $1,500 a year without having to use Zendesk. Awesome job guys!

  • 6 years ago
  • Version Number 2.4.1

Mr Roger @mrroger

January 10, 2017 at 07:20:47 AM

inbuild crm into whmcs, great product, able to hook into other modules from modulesGarden.

  • 7 years ago
  • Version Number 2.3.8

Version Compatibility

Compatible with WHMCS v8.9

Full Version Compatibility

  • Selected versions of WHMCS v8.9
  • Selected versions of WHMCS v8.8
  • All versions of WHMCS v8.7
  • All versions of WHMCS v8.6

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden


v2.10.2 Released December 22nd, 2023

Latest Version

  • New Feature: WHMCS V8.9 support
  • Bug Fix: Solved problem where the cron path and URL fields were blank after accessing the "System Overview" section in the module's general settings - case #942
  • Bug Fix: Eliminated specific notices and warnings for cron job error reporting - case #979
  • Bug Fix: Resolved the "Status: fread expects parameter 2 to be int, float given" error, which could occur during email import operation - case #981
  • Bug Fix: Corrected problem related to linking a Google account in client security settings when the module was active - case #978
  • Bug Fix: Solved the "Call to undefined function Slim/Http/get_magic_quotes_gpc()" error that could occur when using PHP 8.1 - case #987
  • Bug Fix: Fixed the "Undefined property: stdClass::$cc" error that occurred when running the cron job for importing email messages - case #984
  • Bug Fix: Other minor code corrections


Previous Versions

v2.10.0 Released July 13th, 2023

View/hide detailed changelog

  • New Feature: Add short and long descriptions to your leads and display them on your contacts list, dashboard and profiles - case #931
  • New Feature: Add, change and remove labels for multiple contacts at once using the mass action menu - case #576
  • New Feature: New automation conditions added for triggering events on invoice creation, service suspension or when a specified email was sent - case #935
  • New Feature: Choose whether to import emails to all contacts with the used email address, add the lead's ID to the email subject, or separate the conversations per single contact - case #933
  • Improvement: The name of the ticket creator will be now displayed in the ticket assignment dropdown list
  • Improvement: Added option to unassign a client when creating a new contact
  • Improvement: Reorganized campaign assignment window to resolve situations where admin could not manually reassign campaigns to certain contacts - case #930
  • Improvement: Added option to set follow-up status when creating them from web forms
  • Improvement: Filtering items in the "Last Emails" section in the dashboard will now include results from numerous columns
  • Improvement: Starting and ending date of the newly created campaign will now default to the current date instead of the first of January
  • Removed: Redundant option to change the date from the lead mass action menu
  • Removed: Minor code cleanups from the no longer used PHP libraries and extensions
  • Bug Fix: Corrected issues with rescheduling follow-ups and reminders per admin
  • Bug Fix: Eliminated errors generated in the browser's console when trying to filter the last emails
  • Bug Fix: Fixed case that might have caused the "Wrong origin url: {url}" error when trying to submit a web form - case #925
  • Bug Fix: Admins with ID numbers that contain "0" will be now correctly included in the dropdown list during follow-up creation - case #944
  • Bug Fix: Day selected as the first day of the week in the calendars will now be taken into account in fields' date pickers - case #770
  • Bug Fix: Eliminated certain integration problems with the SMS Center For WHMCS module
  • Bug Fix: Fixed assorted issues connected with sending reminders
  • Bug Fix: Other minor code corrections, language and UI improvements


v2.9.0 Released December 21st, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.6 support
  • New Feature: Support for PHP 8.1 version
  • New Feature: A new "Date time" picker type has been added to the custom fields list - case #728
  • New Feature: Follow-up status - assign "Pending", "Confirmed", "Closed" or any other custom-name status with defined color to follow-ups - case #777
  • New Feature: Make additional modifications in the email subject and content when the email template, that is about to be sent, is loaded - case #790
  • New Feature: Tag your staff using the "@" sign in the notes content to notify them if they have been mentioned - case #804
  • New Feature: Add CC (Carbon Copy) and BCC (Blind Carbon Copy) recipients to an email message - case #882, #910
  • New Feature: A new "Require Email" option that will prevent your staff from creating contacts without email addresses - case #903
  • New Feature: Added "If Change Admin" and "Send Email To Assigned Admin" conditions to compose notifications delivered when an admin has been reassigned to other contact - case #625
  • New Feature: Use web forms to create follow-ups with customized time and date - case #736
  • Improvement: Inactive administrators will no longer be available to be assigned to a lead nor on the dashboard list - case #785
  • Improvement: Added validations to prevent creating duplicated mailboxes and imported contacts
  • Improvement: It will be now possible to use phone numbers separated with dot signs only
  • Improvement: You can now provide multiple URL addresses in the created web form to use it in multiple places - case #828
  • Changed: Requires ionCube Loader V12 or later
  • Removed: Support for WHMCS V8.2 and previous
  • Removed: Support for PHP 7.2 version
  • Bug Fix: Entering new lines in the "Text Area" field type will now work properly on any browser - case #830
  • Bug Fix: Eliminated the "Column already exists" SQL error that might have occurred when trying to reactivate the previously deactivated addon module
  • Bug Fix: Code corrections to prevent certain compatibility problems with other provisioning modules - case #856
  • Bug Fix: Fixed a rare problem that might have caused the "503 - Service Unavailable" error when trying to access the client profile - case #883
  • Bug Fix: Solved issue when the last name was not automatically filled in while creating a contact from the client profile
  • Bug Fix: Resolved problem with displaying the client custom field when there was a special character used in the filed name - case #863
  • Bug Fix: If a problem is encountered when sending an email message, the success notice will no longer be displayed - case #879
  • Bug Fix: Fixed problem with updating the mapped "select" field type in the contact details when synchronizing changes made in both ways - case #880
  • Bug Fix: Added missing "Country" field as "select" type to the required web form fields - case #916
  • Bug Fix: Fixed issue with mapping certain client custom fields - case #902
  • Bug Fix: Many other code corrections, UI, and language adjustments


v2.8.2 Released June 20th, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.5 support
  • Improvement: Added static and custom fields mappers synchronization upon changes made in the WHMCS client profile - #851
  • Improvement: Email templates sent through the CRM module will now also support the "Blind Copy" functionality if that has been configured - case #857
  • Removed: Support for WHMCS V8.1 and previous
  • Bug Fix: Fixed certain issues that could cause the SQLSTATE errors when trying to access "Lead" or "Emails" sections - case #686, #867
  • Bug Fix: Eliminated "Webform - ERROR: TypeError" error that occurred when no WHMCS client could be marked as a lead upon contact synchronization - case #848
  • Bug Fix: Resolved problem with importing received emails with plain text as empty messages - case #864
  • Bug Fix: Fixed "DateTime::modify(): Failed to parse time string" error message that could occur when trying to import emails using cron method - case #849, #853
  • Bug Fix: Solved problems with populating custom fields mappers after the recent CRM module update - case #851
  • Bug Fix: Corrected displaying of the custom fields mappers when the "°" special character was used in the name field - case #863
  • Bug Fix: Eliminated problem with deleting a mailbox if that contained messages and attachments - case #865
  • Bug Fix: Fixed problem with generating an invalid webform controller address if the WHMCS "System URL" field contained a slash ("/") character at the end of the address - case #868
  • Bug Fix: The "Access To Mass Messages" permissions settings will be now taken into account properly - case #874
  • Bug Fix: Other minor code corrections and improvements


v2.8.1 Released January 25th, 2022

View/hide detailed changelog

  • New Feature: WHMCS V8.4 support
  • Bug Fix: Resolved assorted problems with creating and sending mass messages - case #786
  • Bug Fix: Eliminated "Error strpos(): Non-string needles (...)" error that might have occurred when running the CRM cron job - case #836
  • Bug Fix: Fixed problem with labels assignment when creating a new contact - case #831
  • Bug Fix: Other code corrections and adjustments


v2.8.0 Released December 3rd, 2021

View/hide detailed changelog

  • New Feature: Choose your Google Calendar the module will sync to if there are multiple ones created on the account - case #769
  • New Feature: Contact details synchronization - you can now automatically synchronize changes made to the WHMCS client profile with CRM contact details, or from CRM contacts with WHMCS clients, or in both directions - case #764
  • Improvement: Notifications will be now displayed when receiving new emails from contacts - case #742
  • Improvement: Added "Can Delete Contacts" option for role permissions configuration - case #746
  • Bug Fix: Eliminated SQL "Syntax error or access violation" that might have appeared when trying to display the contacts list - case #724
  • Bug Fix: Other minor code adjustments


v2.7.3 Released October 1st, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.3 support
  • Improvement: Adjusted contrast between text and the background color in created labels to be more readable in certain cases - case #807
  • Removed: Obsolete "phpMailer" files
  • Bug Fix: Corrected "WhatsApp" URL shortcut for phone number - case #801
  • Bug Fix: Fixed changing "Campaign" from the dropdown selection on the module's "Dashboard" view - case #808


v2.7.2 Released August 23rd, 2021

View/hide detailed changelog

  • Improvement: When assigning a lead to another admin, the list will now also contain the currently logged in admin - case #796
  • Improvement: When mass importing clients to contacts, cron will now process fewer clients at a time to better handle databases with a large number of accounts - case #797
  • Removed: Support for WHMCS V7.10 and previous
  • Bug Fix: Eliminated certain errors that might have occurred when viewing lead details or trying to "Force records reassignment" in campaigns - case #797
  • Bug Fix: If the "description" field is left empty when creating a new role, the SQL error will no longer be shown - case #800


v2.7.1 Released July 19th, 2021

View/hide detailed changelog

  • New Feature: WHMCS V8.2 support
  • Improvement: When creating a contact without a country provided, "Default Country" from WHMCS "General Settings" will be now automatically set instead - case #750
  • Improvement: Follow-ups on the dashboard will be now also visible to admins either if it is assigned only to a given follow-up or lead - case #753, #763
  • Removed: Support for WHMCS V7.9 and previous
  • Removed: Support for PHP 7.1 version
  • Bug Fix: Fixed problem with creating a contact and completing details that might have occurred after upgrading the module to the latest version - case #727
  • Bug Fix: Corrected issue with creating notes and labels - case #729
  • Bug Fix: Resolved problem with using "$resource" merge field variables for email templates - case #730, #738
  • Bug Fix: "Unexpected token ';'" error on the browser's inspector console will no longer appear when viewing the client's summary - case #731
  • Bug Fix: Eliminated issue that might have caused "Default Email" not being properly saved in personal settings - case #732
  • Bug Fix: "Default Email" will be now properly selected when sending an email - case #733
  • Bug Fix: Fixed problem with "timeout" when the time set for SQL and PHP was different that might have blocked creating contacts from the web form - case #735
  • Bug Fix: Corrected problem with displaying "SYSTEM" as "Author" in the "Last Activity" list for contacts created from the web form - case #737
  • Bug Fix: Fixed "Cannot read property 'push' of undefined" error in the browser's inspector console when trying to send emails using the incorrectly configured mailbox - case #741
  • Bug Fix: "Cannot read property" error should no longer occur in the browser's inspector console when selecting assigned clients - case #748
  • Bug Fix: Eliminated "Integrity constraint violation: 1048 Column 'reply_to' cannot be null" error that might have appeared when trying to import messages from the mailbox - case #749
  • Bug Fix: Fixed fatal error that occurred when trying to create a contact without providing a country - case #750
  • Bug Fix: Resolved problem that could have caused "Mapping" fields in settings not being properly loaded - case #751
  • Bug Fix: Assigned campaigns to a contact should now be listed correctly - case #752
  • Bug Fix: Eliminated problem with displaying all follow-ups assigned to an admin on dashboard even if there were no follow-ups for a given calendar day - case #757, #762
  • Bug Fix: Adjusted sorting of admins on selection lists in certain module menus - case #761
  • Bug Fix: Fixed "Invalid datetime format" SQL error that might have occurred when trying to create a contact from the web form with empty "label_id" - case #766
  • Bug Fix: Solved problem with encoding non-utf8 characters when sending email messages - case #767
  • Bug Fix: "IF DAYS AFTER CONTACT CREATED" rule will now use a given number of days properly - case #768
  • Bug Fix: Corrected leads import from a file if there were no contact type provided - case #771
  • Bug Fix: Fixed "SQL Error Field 'order' doesn't have default value" error that might have shown up when adding a new follow-up type or a status - case #772
  • Bug Fix: Eliminated problem with "Column 'reply_to' cannot be null" SQL error - case #779
  • Bug Fix: Resolved problem with displaying multiple templates with the same names when trying to send an email to a contact if there were email templates with additional languages created in WHMCS - case #783
  • Bug Fix: Many other minor code corrections and improvements


v2.7.0 Released December 2nd, 2020

View/hide detailed changelog

  • New Feature: Preview recently sent and received email messages directly from the main CRM dashboard - case #657
  • New Feature: Decide whether to disable creating duplicate contacts if the existing email is provided for a new contact by the administrator or via web form - case #653, #654
  • New Feature: View email attachments for "Received Messages" obtained by CRM - case #652
  • New Feature: Automatically create and import all not yet assigned clients to CRM contacts using the dedicated cron command
  • New Feature: You can now set the "Web form" condition rule label to send email reminders when a web form is submitted - case #669
  • New Feature: Web form fields can now be specified as merge field variables and used for email templates
  • Improvement: "Dashboard Preview for" setting will be now stored in a cookie to not have to change it while switching between WHMCS pages - case #518
  • Improvement: Added "Country" and "Label" fields support for exporting/importing CSV files
  • Bug Fix: Corrected infrequent issue which resulted in the disappearance of "Default Email" from "Personal Settings"
  • Bug Fix: The "Reply-To" field will be now properly registered in the database when CRM gets email messages - case #640
  • Bug Fix: Available merge field variables will be now rightly displayed when emails are sent to contacts
  • Bug Fix: Fixed handling certain custom characters in contact details after performing the import from clients
  • Bug Fix: Solved problems with saving proper time in the date field when creating and editing follow-ups
  • Bug Fix: Resolved certain issues with "CONDITION IF DAYS AFTER CONTACT CREATED"
  • Bug Fix: Minor language, notifications, and UI adjustments
  • Bug Fix: Many other slight corrections


v2.6.3 Released October 27th, 2020

View/hide detailed changelog

  • New Feature: WHMCS V8.0 and PHP 7.4 support
  • Removed: Support for WHMCS V7.8 and previous
  • Removed: Support for PHP 7.0 and previous
  • Bug Fix: Adjusted how "Web Forms" handle unexpected response codes - case #670
  • Bug Fix: Other minor corrections


v2.6.2 Released June 2nd, 2020

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  • Changed: Replaced all PUT/DELETE methods to POST - case #629
  • Removed: Support for WHMCS V7.7 and previous
  • Bug Fix: Module will now properly work with the "Database Sessions" feature introduced in WHMCS v7.7 - case #628


v2.6.1 Released March 26th, 2020

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  • New Feature: WHMCS V7.10 support
  • Bug Fix: Resolved issue with empty merge field variables that were sent in email messages when the web forms were used - case #614
  • Bug Fix: Fixed problem with displaying logo in email messages, when the logo URL provided in WHMCS general settings started from "//" - case #615


v2.6.0 Released January 29th, 2020

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  • New Feature: WHMCS V7.9 support
  • New Feature: Integration with built-in WHMCS notifications system which can be used to receive notifications in your Slack channels - case #488
  • New Feature: Create contact lead directly from the client's profile view
  • New Feature: Specify the number of "days after" contact was created for automation "Add Follow-up" condition rule - case #292, #515
  • New Feature: "Labels" selection in web form creation tool - case #505
  • Improvement: Changing mass message type from email to SMS will now also strip all left unnecessary HTML tags from the main content
  • Improvement: Added "Delete" action button to manually remove imported emails from "Received Messages" section - case #497
  • Improvement: Improved custom fields mapping when creating a contact - case #514, #522
  • Removed: Support for WHMCS V7.6 and previous
  • Bug Fix: Fixed problem with updating Google Calendar API token if the API details have been changed - case #510
  • Bug Fix: Disabled accounts will no longer be displayed to selection when assigning administrator to contact using mass actions - case #509
  • Bug Fix: Assorted corrections related to the import/export of contacts
  • Bug Fix: Distinct improvements to fields validators
  • Bug Fix: Various UI and language adjustments
  • Bug Fix: Other slight corrections and improvements


v2.5.6 Released November 13th, 2019

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  • Bug Fix: Fixed issue that could have prevented contacts from loading on the dashboard due to the "SQLSTATE[HY093]: Invalid parameter number" error


v2.5.5 Released October 9th, 2019

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  • New Feature: WHMCS V7.8 support
  • New Feature: WhatsApp integration - move directly to WhatsApp on pressing the phone symbol next to the contact's phone number - case #516
  • Improvement: Optimized SQL queries to speed up the loading time of certain pages - case #526
  • Removed: Support for WHMCS V7.5 and previous
  • Bug Fix: Fixed issue that might have hampered exporting contacts to .XLS and .XLSX files - case #521
  • Bug Fix: Corrected fatal error that might have occurred after creating an additional custom field - case #527
  • Bug Fix: Fixed "Prepared statement contains too many placeholders" that might have occurred during export of huge amounts of data - case #529


v2.5.4 Released May 16th, 2019

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  • Bug Fix: Fixed problem with labels and country filters that did not work in campaigns - case #520


v2.5.3 Released April 25th, 2019

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  • Bug Fix: Resolved integration issue with SMS Center For WHMCS module that has caused problems with sending messages to e.g. follow-ups - case #519


v2.5.2 Released April 2nd, 2019

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  • New Feature: PHP 7.3 support
  • Removed: Support for WHMCS V7.4 and previous
  • Bug Fix: "Show in Dashboard" and "Active" contact parameters will now be correctly taken into account when displaying the contacts list on the dashboard - case #509
  • Bug Fix: Fixed case that prevents certain merge fields from "Assigned Client" group from being properly processed in an email message - case #511
  • Bug Fix: Eliminated problem with "required" validation flag not being properly set when creating a new field - case #512
  • Bug Fix: Resolved case of non-Latin characters (e.g. Greeks) being improperly converted when creating a contact from a web form - case #513


v2.5.1 Released January 7th, 2019

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  • Bug Fix: A proper mailbox, instead of the main WHMCS one, will be now used when sending a custom email message from the contact summary page - case #491
  • Bug Fix: Fixed issue that disabled loading certain pages when there were some translated strings missing in the language file - case #493
  • Bug Fix: The {$signature} variable, used when sending an email from the CRM module, will now be properly parsed into HTML instead of displaying it as a plain text - case #494
  • Bug Fix: Corrected "redirect_uri_mismatch" error that might have occurred when integrating with Google Calendar - case #495
  • Bug Fix: The selectors styling will be now properly loaded in a "Standalone Mode" - case #500
  • Bug Fix: Added error information that will appear when the attempt to retrieve messages from the mailbox fails - case #501


v2.5.0 Released June 13th, 2018

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  • New Feature: Automations - add reminders and follow-ups based on the set rules
  • New Feature: Board - manage the current stage of business relationships with your contacts using the Kanban method
  • New Feature: Mass actions for contact management
  • New Feature: Configure an incoming mailbox for imported email messages from contacts and view them directly in the conversation log
  • New Feature: Assign labels of different colors to contacts to facilitate their later identification
  • Improvement: Field descriptions are now also displayed as tooltips in web forms
  • Improvement: Use the rich-text editor for sending email messages to contacts
  • Improvement: Set the first day of the week in calendar
  • Improvement: Added information about maximum size of files that can be uploaded
  • Improvement: Improved text wrapping for long contact names
  • Improvement: Added currency in the column with total amount in 'Orders' and 'Quotes' tabs of a contact
  • Improvement: You can now use the search box to preview the dashboard, calendar and statistics per selected admin
  • Improvement: The window with available fields for the import/export features is now expanded by default
  • Improvement: When the PHP Zip library is missing on the server for the .XLSX and .ODS formats export, an appropriate warning will be displayed
  • Changed: Full contact name is now split into two fields: first name and last name
  • Bug Fix: Contacts moved to archive can no longer be managed and used for reminders or follow-ups
  • Bug Fix: Calendar now properly refreshes after follow-up rescheduling
  • Bug Fix: Contacts are now correctly filtered by their priority on the dashboard
  • Bug Fix: Resolved issue with invalid encoding of special characters like '&' in the field with company name of a contact
  • Bug Fix: Removed contact types are no longer shown in the 'Permissions' section
  • Bug Fix: Corrected rounding of percentages in the pie chart which could have led to the sum of 101%
  • Bug Fix: Reminders removed in the follow-up edition should now disappear from the list immediately
  • Bug Fix: Solved problem with invalid encoding of some special characters in notification emails
  • Bug Fix: Blocked possibility to create multiple contacts with the same email address through the web form
  • Bug Fix: Resolved issue with administrator notifications for contacts added through the web form
  • Bug Fix: Corrected data saving of multiple fields at once
  • Bug Fix: Assorted code, UI and language corrections


v2.4.6 Released May 18th, 2018

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  • New Feature: Delete a contact from the CRM database completely (GDPR requirement)
  • Bug Fix: Resolved issue which might have caused invalid characters encoding in email massages - case #394


v2.4.5 Released April 17th, 2018

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  • Bug Fix: Resolved issues related to hooks occurring in the encoded module's version installed on WHMCS V7.5


v2.4.4 Released April 5th, 2018

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  • New Feature: WHMCS V7.5 support
  • New Feature: PHP 7.1 and 7.2 support


v2.4.3 Released February 16th, 2018

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  • Bug Fix: Corrected Google Calendar URL
  • Bug Fix: Resolved issues with sending emails when Secure SSL is disabled
  • Bug Fix: Fixed invalid SQL query for searching follow-ups that caused the 'Integrity constraint violation: 1052 Column' type_id' in where clause is ambiguous' error


v2.4.2 Released January 18th, 2018

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  • Improvement: Optimized CRM integration on tickets view
  • Bug Fix: Solved problems that might have caused WHMCS sessions not to load in CRM
  • Bug Fix: Eliminated compatibility issues with Domain Orders Extended For WHMCS by removing the php-ref function


v2.4.1 Released September 8th, 2017

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  • New Feature: Select a default email address for the administrator in their personal settings
  • Improvement: Social media addresses in the contact summary are now hyperlinks
  • Improvement: Language of permission options is now editable in a language file
  • Improvement: Adjustments of bullet points in a pop-up with contact details appearing in tickets
  • Bug Fix: Corrected functionality of web form addresses in case WHMCS uses HTTPS
  • Bug Fix: Fixed sorting of elements in contact details
  • Bug Fix: Resolved problem with undefined events in the last activity log
  • Bug Fix: Fixed missing hour picker for rescheduling follow-ups
  • Bug Fix: Corrected sorting of today's reminders according to the time (from the earliest to the latest)
  • Bug Fix: Regulated permissions to solve problems with unauthorized access to particular areas through the custom URL
  • Bug Fix: Various fixes to the process of contact creation from the ticket view
  • Bug Fix: Removing follow-up types is now executed properly
  • Bug Fix: Solved issue with the display of fields of a select type for filtering contacts on the module dashboard
  • Bug Fix: Minor UI and code alterations


v2.4.0 Released July 12th, 2017

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  • New Feature: Google Calendar integration and synchronization
  • New Feature: WHMCS Calendar integration and synchronization
  • New Feature: Alarms - receive pop-up notifications to inform about coming follow-ups
  • New Feature: Select administrators who shall receive email notification when a new contact is submitted from a web form
  • New Feature: Restrict access to particular contact types based on the admin role groups
  • New Feature: Add and assign custom mailboxes to administrators who shall use them as default for sending emails to contacts
  • New Feature: 'Country' field with the option to set mapping for it
  • New Feature: Send SMS messages directly from contact summary
  • New Feature: Access client's tickets directly from contact tab
  • New Feature: Search clients by company when selecting a client to be assigned to a new contact
  • New Feature: View company name stored in client's WHMCS profile in contact's 'Main Details' section
  • New Feature: Send SMS notifications before and on the due date of follow-ups for contacts
  • Improvement: Show all contact types at once on the dashboard
  • Improvement: Days of the week and months on the calendar are now translatable in the language file
  • Improvement: Contacts are now by default sorted by ID
  • Improvement: Colors used in the calendar's week view are now more transparent
  • Improvement: Database charset compatibility
  • Improvement: Phone format validation
  • Improvement: Interval validation for starting and ending dates of campaigns
  • Improvement: Minor UI and language refinements
  • Removed: Year from the footer
  • Bug Fix: Corrected a cut table when exporting contact list to PDF
  • Bug Fix: Solved problem with updating previously altered campaign changes
  • Bug Fix: 'Follow-ups Per Day' option will now display date without hour correctly
  • Bug Fix: Administrators without access to assigned contacts will no longer see them in activity logs
  • Bug Fix: Solved problem preventing a new follow-up to be created due to the lack of CRM email templates
  • Bug Fix: Resolved issue leading to labels being cut off on contact graphs
  • Bug Fix: Display module invalid license information properly
  • Bug Fix: Minor code adjustments and cleanups


v2.3.13 Released April 13th, 2017

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  • Bug Fix: Resolved problem with 'Convert' button for switching statuses of leads and potentials


v2.3.12 Released March 28th, 2017

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  • Bug Fix: Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
  • Bug Fix: Allow to choose only one option for checkbox field type in Web Forms settings
  • Bug Fix: Resolved compatibility problem occurring when module is used on Windows Server


v2.3.11 Released March 6th, 2017

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  • Improvement: Added notes formatting support for line breaks
  • Bug Fix: Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser


v2.3.10 Released February 14th, 2017

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  • Bug Fix: Corrected process of passing Web Form custom fields to module
  • Bug Fix: Displaying proper status of integration with other modules


v2.3.9 Released January 5th, 2017

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  • Improvement: Enhanced compatibility with Windows servers


v2.3.8 Released December 6th, 2016

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  • Bug Fix: Assign admin to a contact created with a web form
  • Bug Fix: Corrected process of sending notifications of 'Before Follow-up Date' type
  • Bug Fix: Display campaigns as a viable group of mass messages recipients


v2.3.7 Released November 28th, 2016

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  • Bug Fix: Resolved conflicts with custom modules


v2.3.6 Released November 15th, 2016

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  • Improvement: Quote integration - fill in the fields only if they are empty


v2.3.5 Released October 18th, 2016

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  • New Feature: WHMCS V7 support
  • New Feature: PHP 7 support
  • Bug Fix: Minor code refinements


v2.3.4 Released September 30th, 2016

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  • Bug Fix: Display contact's custom fields of checkbox type correctly
  • Bug Fix: CRM API - resolved issue about 'contacts/get' request


v2.3.3 Released September 27th, 2016

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  • Bug Fix: Send ticket response - resolve HTTP 404 error


v2.3.2 Released August 23rd, 2016

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  • Improvement: Core optimization enhancing loading speed


v2.3.1 Released August 8th, 2016

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  • Bug Fix: Display statistics for all administrators
  • Bug Fix: Display multiple items in CRM statistics
  • Bug Fix: Block CRM storage directory from direct access


v2.3.0 Released June 23rd, 2016

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  • New Feature: Web forms - gather contacts straight from your customers
  • New Feature: Easy to use web form generator
  • Improvement: Enhanced user interface
  • Bug Fix: Display select type field filter on the 'Dashboard' page


v2.2.4 Released May 12th, 2016

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  • Bug Fix: Copy data from ticket when creating new contract
  • Bug Fix: Display mass messages configuration
  • Bug Fix: Add contact from ticket - support for 'action=viewticket' view


v2.2.3 Released May 9th, 2016

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  • Improvement: Added .htaccess file example
  • Bug Fix: Send emails with HTML code in global header and footer


v2.2.2 Released April 20th, 2016

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  • Bug Fix: Assign quote to client
  • Bug Fix: Import contact of any type
  • Bug Fix: Assign ticket to contact if it was created from that ticket
  • Bug Fix: Support custom admin area URL
  • Bug Fix: Minor tweaks


v2.2.1 Released January 12th, 2016

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  • Restored Feature: Synchronize quotes


See also

Discord Notifications

A simplistic, free & open source hook allowing instant Discord notifications when an action is triggered.

Netgsm Sms

Netgsm Sms addon provides you sending customized bulk sms and creating sms templates.

MSG91 SMS/OTP Plugin

MSG91 WHMCS SMS plugin gives you the power and flexibility to stay connected with your customers by sending them an SMS and OTP's for 2FA at the crucial steps that matters the most.

SMS Manager

More Advanced SMS System

SMS Alert

Send automated SMS alert from WHMCS, and verify users mobile with OTP