Manage your incoming leads in WHMCS without installing any CRM software. Capture leads directly from website & automate repeated tasks. Keep a bird's eye view on your sales team by analyzing lead to potential conversion & sales dashboard.
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Automate Lead Capturing

Save time by capturing leads directly from the website contact form, convert tickets into leads or import leads from a csv file.

Track Conversions

Restrict potential conversion into a sale by making it mandatory to add the paid invoice number w.r.t converted potential.

See Earnings

Keep track of the sales done by each account manager in a particular month. Export sales report in csv format.

Restrict Access Rights

Set permissions for each role as needed. Restrict administrators to view their personal leads or leads of all account managers.

Connect with Customers

Create useful personalized email templates that you can send to your leads or potential through mass mail.

Custom Fields

Keep your team fully informed about a potential client. Add custom fields for lead, potential or account as per your requirements.
About WHMCSExtras
WHMCSExtras is a venture of ZNet Technologies Pvt Ltd – a 10 yrs old web hosting company. This website is an initiative to share our web hosting experience by developing WHMCS Addon modules… Read More
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