ModulesGarden CRM For WHMCS is a revelatory module created for complex customer relationship management including the leads, potentials and any other contact type you wish to create as well as the follow-ups. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system. Along with that, you will be able to add new contacts, convert their status at any time or even create accounts for them without the need to leave the addon page. Of no less substance is the fact that you will be given the possibility to set up your own labels and assign to them clients on the Kanban board through the convenient drag & drop functionality. What is more, you may gather contacts' details by generating and locating customized web forms on your external web sites to obtain data as easily and quickly as possible.

Furthermore, the module includes a wide spectrum of advanced features to facilitate your business management. You will be allowed to define permissions for each administrator role, send automated emails, issue announcements, add notes, create campaigns, generate quotes as well as view logs and other details of your tasks. Another component worth mentioning is the capability to manage automation groups and construct rules in order to automatically create follow-ups, send notifications, and add reminders. There is even an option to add custom fields for your contacts in order to gather every required information in one place as well as possibility to access complete conversation history directly from the contact view. All the data can be imported/exported so you will be enabled to migrate them between WHMCS systems or simply make a backup whenever you need to. No less convenient is the ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle full screen for particular widgets.

In addition, you will be able to overview and analyze assembled information thanks to the graphic presentation on the dashboard. Alongside the statistical graphs and tables, there will be a calendar showing the schedule of foreseen follow-ups. Should you prefer to handle the follow-ups using WHMCS or Google calendar, it will be also possible thanks to the built-in integration.

What makes the module even more unique is the possibility to combine it with our other products. You can expand its efficiency with the help of Asterisk VoIP Center For WHMCS which will let you originate calls between any destination number directly in the addon. Your administrators will be able to receive SMS reminders upon integration with SMS Center For WHMCS. Finally, Quotes Automation For WHMCS will increase quotes functionalities.

Discover the new definition of customer relationship management with CRM For WHMCS. Order the module today and unlock endless possibilities to enhance your 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
• 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
• 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 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, And Select
  • 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 Asterisk VoIP Center For WHMCS - Call Your Clients At Any Time
• Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities
• Integrated With SMS Center For WHMCS - Send Reminders & 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
• Migration Tool - Migrate Contacts And Settings From CRM For WHMCS 1.2.4
• Toggle Standalone Mode - Display CRM Outside WHMCS
• Display Any Page Or Panel In Full Screen Mode
• Multi-Language Support
• Supports PHP 7.2 Up To PHP 7.4
• Supports WHMCS V8.0 And Later
• Easy Module Upgrade To Open Source Version