CRM v2.8.2 For WHMCS Free
Download CRM For WHMCS Free, 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.
Sales Page : https://www.modulesgarden.com/products/whmcs/crm
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What CRM it is Doing ?
What makes the module even more unique is the possibility to combine it with our other products. For instance, upon the integration with SMS Center For WHMCS, your administrators will be kept well informed at all times thanks to SMS reminders. You can also expand the functional capacities of quotes with the help of Quotes Automation For WHMCS.
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.
Discover a modern-day definition of customer relationship management with CRM For WHMCS. Order the module today and unlock an endless source of new opportunities to enhance your business connections!
CRM Features
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Addon Module
- 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
- XAssign 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
- XView Contact Orders
- Send Email From Template Or Custom Message – Include Files And Quote
- Send And Receive Emails Using Custom Mailboxes
- XSend 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
- XView 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
- 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
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Campaign
- 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
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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
- 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
- XDefine 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
- XDefine 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
- XDefine Permissions Per Administrator Role Group
- Define Personal Settings:
- Define Avatar
- XDefine Default Email Address
- Define Visible Fields And Their Order For Contacts And Dashboard
- Create CRM Email Templates
- View Information About CRM Cron
-
Admin Area
- 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
- XWHMCS Client Profile – Create Contact
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General Info
- Meets GDPR Requirements
- Integrated With Quotes Automation For WHMCS – Extend Your Quotes Possibilities
- Integrated With SMS Center For WHMCS – Send Reminders & Mass Messages Via SMS
- XIntegrated 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
- Support For Internal WHMCS API
- Toggle Standalone Mode – Display CRM Outside WHMCS
- Display Any Page Or Panel In Full Screen Mode
- Multi-Language Support
- Supports PHP 7.3 Up To PHP 8.1
- Supports WHMCS V8.3 And Later
- Requires ionCube Loader V12 Or Later
- Easy Module Upgrade To Open Source Version
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- Create Contacts:
