CRM Addon Version 3.1NEW
  • Dashboard
    See what matters – Lead, Potential, Top 5 Potentials & Potential Income Graph for current date…

    Dashboard

    See what matters – Lead, Potential, Top 5 Potentials & Potential Income Graph for current date, month or quarter.

  • Lead Capturing
    Capture leads directly from the website contact form, convert tickets into leads…

    Lead Capturing

    Capture leads directly from the website contact form, convert tickets into leads, import leads or add them manually.

  • Lead Management
    Assign lead account manager wise; give access to view all leads; change account…

    Lead Management

    Assign lead account manager wise; give access to view all leads; change account manager or add custom fields to leads.

  • Increase Conversion
    Send personalized email to increase conversions. Create useful email templates & send mass…

    Increase Conversion

    Send personalized email to increase conversions. Create useful email templates & send mass mail to your leads or potentials.

  • See Earnings
    Keep track of the sales done by each account manager through Sales Dashboard…

    See Earnings

    Keep track of the sales done by each account manager through Sales Dashboard on daily/monthly basis. See the monthly/daily lead or potential conversion by creating various reports.

  • Track Conversions
    Restrict the conversion of potential into sales by proper assignment of Invoice ID…

    Track Conversions

    Restrict the conversion of potential into sales by proper assignment of Invoice ID & Status as Closed Won.

Features Tour

Generate Sales. Automate Lead Generation

Capture leads from your website

Turn contact form submitted through your website into leads. With this, you will be able to make a sale to most of the people that are extremely interested in your products & services. Once they fill & submit the contact form, their information is fed straight into WHMCS CRM Addon so that your salespeople can further follow them up.

Convert tickets directly into leads

Set the department & ticket status for which you want the tickets to directly convert into leads. You can also set the ticket status that can be changed automatically (ex: Open to Answered) once the ticket get converted into lead. Manually convert the selected tickets to leads by selecting them from lead management panel.

Add Leads Manually

Manually add lead by Add Lead form by entering relevant details about the lead. to target them with right product & services.

Import Leads

Import leads by importing a csv file

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