BTG SalesHub

BTG SalesHub turns WHMCS into a proper CRM. Manage your lead pipeline, build and send quotes from templates, allocate client budgets across services, give clients a branded quote portal, and automatically capture inbound enquiries - all without leaving WHMCS.

Features

• Lead pipeline - seven-stage CRM from New through to Converted. Every stage transition requires a touchpoint note. Auto-dead after 10 days of no activity
• Touchpoint activity log - every call, email, meeting, and note logged against the lead with channel, direction, outcome, and follow-up date
• Quote templates with merge fields - 12 templates with auto-suggest by service type. Append or replace mode. Merge client and admin details automatically
• Floating quote action bar - pinned below the WHMCS nav on every quote page. Load Template, Portal URL, Generate Brief (AI), Push to WorkForce, Place Order all in one bar
• Quote SOP checklist - guided step-by-step checklist per service type (SEO, Ads, Web Dev) on the quote view. After 10 completions per type, collapses to a summary
• Client quote portal - magic-link portal where clients view the quote, pick configurable options, accept terms, and submit approval. No WHMCS login required
• Auto-invoice on quote accept - when a client accepts, Finance MilestoneEngine drafts the correct invoices automatically based on the billing template configured
• Configurable quote options - add dropdown or checkbox add-ons to any quote line item. Clients choose during portal acceptance. Selection adjusts the total
• Client budget allocator - monthly budget calculator for retainer clients. External ad spend lines, service splits, one-click Apply to WHMCS updates all recurring amounts
• Stage-change touchpoint gate - moving a lead stage requires a note (min 10 chars), channel, and direction before the change commits. No silent stage moves
• Follow-up rebook gate - overdue follow-ups cannot be dismissed. Staff must rebook with a reason or mark complete with an outcome note
• Place Order from accepted quote - creates a WHMCS order from the accepted quote line items via localAPI with one click
• newbiz@ email intake - polls your enquiries inbox automatically. Gemini extracts lead data, creates the lead, sends a branded auto-acknowledgement, flags low-confidence for review
• Gmail touchpoint sync - emails sent and received from your Gmail account auto-log as touchpoints against matching clients and leads
• Site scan and quote assist - async domain crawl from the lead or quote view. Page count, CMS detection, ecommerce flag. Suggests catalogue-priced quote lines
• Google Sheets import - import leads in bulk from a Google Sheet with field mapping
• Push to WorkForce - accepted quotes push to WorkForce as a job. Brief is descriptions only - no pricing crosses to contractors
• SalesHub activity feeds in Client Profiles - all lead and quote touchpoints appear in the unified client activity feed
• Telemetry - one daily check-in. Opt-out via constant
• Works standalone or with BTG Suite Controls - full pipeline and portal work without SC. Priority items and capability gating require SC

Pricing

BTG SalesHub is $79/yr, billed annually, with all updates and email support included. Launch offer: 25% off with code BTGSUITE26 (first 200 licences). Or get every module, plus every future release free, with the BTG Suite at $299/yr.

About the BTG Suite

Part of the BTG Suite for WHMCS, the complete CRM for digital agencies and MSPs. The BTG Suite is not a collection of standalone utilities. It is a complete CRM and operations platform built into WHMCS over 10 years inside a real website development and digital marketing agency, refined to fill well-known WHMCS gaps and wire your entire business together in one place. It integrates natively with Microsoft 365, Google Workspace, Zoom, and other enterprise tools your team already uses.

The Complete BTG Suite

Module What it does BTG HTML Emails HTML emails and rich text signatures in WHMCS tickets, the most-requested WHMCS feature, finally solved BTG Tickets Manager SLA tracking, reply tools, escalation management, duplicate merge, and vendor relay BTG Project Manager Full project and task management with client portal, campaign hours, onboarding gates, and cancellation workflow BTG SalesHub CRM, lead pipeline, quote management, client budget allocator, and quote portal BTG Client Profiles Unified client activity across every channel, Zoom calls, emails, tickets, touchpoints in one feed BTG WorkForce Contractor dispatch, SOP management, job tracking, and RCTI generation BTG Finance Payables, dual approval gates, billing milestones, and payroll register BTG Admin UX Manager Admin dashboard widgets, sticky rail, command bar, and manager views BTG Admin Nav Manager Role-based navigation menus, hide Orders, Billing, and Reports from staff who do not need them BTG Domain Health SSL, domain, DNS, and asset monitoring with automated alerts BTG AI AI-powered quote briefs, ticket reply assistance, and grammar checking (coming soon) BTG Suite Controls Free foundation layer, diagnostics, capability management, priority feed, and help system

Every module works standalone. Install one or install all, they wire together automatically when both are active. BTG Suite subscribers get every future module free, automatically. Buying every module individually costs well over $600 at standard prices; the BTG Suite at $299/yr includes them all, plus every future release, free.

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