CRM For WHMCS

  • Collaborative Dashboard
  • Manage Customer Relationship Contacts
  • Manage Leads and Clients
  • Manage Calls and Activities
  • Manage Quotations
  • Manage Branches and Branch Head
  • Manage Departments
  • Integrated Call Menu in Client Summary Page
  • Manage Different Reports

Price

  • $119.00 /Year
  • We will upload, install and configure our product for you within 48 hours, plus prioritize your tech support access.

    Are you looking to manage entire presales and sales process within WHMCS?

    WHMCS CRM by WHMCSTECH is reached feature CRM, You will be able to create leads, Set followups, Convert leads to client from CRM interface. We felt this was a much needed addon for WHMCS and allows you to host this on your own server so a third party company doesn't have access to your sales records!

    WHMCS CRM module is the simplest CRM module ever. Its provide you ability to add calls set follow-ups date and time add product to each call and monitor them very easily. There is also feature to manage multiple branch and ability to set branch manager. Furthermore, The Sales admin can see their client and call reports. However, the branch manager can see all reports for the branch and super admin can see all the reports.

    FEATURES!

    • Collaborative Dashboard
    • Manage Customer Relationship Contacts
    • Manage Leads and Clients
    • Manage Calls and Activities
    • Manage Quotations
    • Manage Branches and Branch Head
    • Manage Departments
    • Integrated Call Menu in Client Summary Page
    • Manage Different Reports

    Demo Login Details

    For any further information or queries, Please mail us at sales@whmcstech.com.

    Note: All the Demo data may get refreshed in every 72 hours.
    Username: demo
    Password: developer
    v1.0.1 Released: 07th of January 2016
    New Feature
    • Created Widgets For WHMCS Dashboard
    • Created a Separate tab (Call Log) in Client Summray Page
    Changed
    • Improved Date feature to add date and time to the follow ups
    Bug Fix
    • Fixed Add Call Log – Admin Name Selection
    v1.0.0 Released: 9th of September 2015
    Launch
    • Stable Release