HostCRM adds a complete customer-service and CRM layer inside your WHMCS admin area. It turns billing events into actionable follow-ups, keeps a full record of every client interaction, and gives your team a structured daily workflow — all without leaving WHMCS.
Automated follow-up engine Define rules that generate staff tasks from WHMCS events — overdue invoices, invoices due soon, renewals, unpaid orders, suspensions, and new signups. Each rule supports condition filters (client group, product group, amount thresholds) and a follow-up type: phone call, WhatsApp, email, or ticket. Tasks are created for your staff to action — HostCRM never auto-sends anything to clients.
Interaction logging & client timeline Every call, message, and note is logged against the client, building a unified timeline across both registered clients and guest leads. Click-to-contact deep links for WhatsApp and phone.
Daily operational checklist A shared team checklist (is the website up, are phones working, is the client area reachable) with OK / Not-OK responses. A failed check raises a priority task automatically and flags the dashboard.
Staff performance & earnings Assign bonus amounts to tasks, track submissions, and approve completed work. Managers get a per-staff earnings view, split by source, filterable by date range.
Collections commission Reward staff for recovering overdue invoices — a configurable % commission credited only to the person who actually logged the collections contact, with a manager-approval step before it becomes withdrawable.
Recurring tasks, tickets & reporting Schedule recurring tasks, reply to tickets with per-staff signatures, and review collections-recovery and KPI reports.
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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.
Initial marketplace release.
Chat and Engage with Your Customers to Increase Conversions!
Customer service platform with live chat and customer engagement capabilities
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