WHMCS CRM Addon, WHMCS Module, WHMCS Addon

CRM Addon Version 3.1^NEW

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.

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Features Tour

Lead Management
Role Management
Measure Performance
Automation
Marketing Tools
Customization

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

Set Access Rights. Keep Control In Your Hands

Control Access

Set permissions or access rights for each role to view, edit or delete either a lead, potential or an account. You can restrict administrators within a particular role to just let them view their personal leads or all leads.

Logs

Get complete details of the activities performed on CRM Addon to avoid wrong usage of the rights assigned to account manager or any role within your organization. The complete details include date & time, admin name, module name, change done & IP Address.

Analyze Your Sales Team Performance

Successful Potential Conversion

Restrict potential conversion into a sale by making it mandatory to add the paid invoice number w.r.t converted potential. The entered invoice number is validated by checking its existence in WHMCS paid invoices. It doesn’t allow account managers to enter the same invoice ID for closing multiple potentials. The account manager can only close the potential by turning their status as closed won & assigning unique & paid invoice number to that potential.

Sales Dashboard

Keep track of the sales done by each account manager in a particular month. The sales figures are calculated on the basis of paid invoice assigned to the closed potential of a particular account manager. Export the sales report to analyze account manager’s performance.

Dashboard

Get a quick overview of leads, potentials & potential income on the basis of the current date, month or quarter.

Reports

Create customized reports to feed your Analytical team.

Automate Repeated Tasks & Processes

Set Email Templates

Send automated emails to your clients & account managers. Make your customers feel well attended by sending automated email on contact form submission. Keep your account manager informed about the lead & potential assigned to them by sending automated email.

Send Quotation

Create Quotation & send it to lead in just one click. To create a quotation, select a lead; service plan he/she is interested in; billing frequency & tax applicability.

Convert Lead to Client

Make your life hassle free by automatically converting a lead into a client in WHMCS. Forget about manually registering a client in WHMCS by entering all the details again.

Increase Conversions. Send Personalized Mass Mails

Email Templates

Create useful email templates that you can send to your leads or potential through mass mail. Personalize the templates by entering personalized details such as first name, account manager name, etc. Make your templates look classy by tweaking it with WYSIWYG Editor. You can also attach files with a particular email template.

Tweak It Your Way

Custom Fields

Add custom fields for lead, potential or account as per your requirements. You can select the custom field type as textbox or dropdown.

Custom Choices

Add choices as per your requirements for Lead Source, Lead Medium, Lead Status, Potential Sales Stage, Potential Lost Reason, Lead Lost Reason & Followup Stages. Make a particular answer option as active or inactive or delete it.

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STANDARD ADDONS

Dashboard

Lead Capturing

Lead Management

Increase Conversion

See Earnings

Track Conversions

Generate Sales. Automate Lead Generation

Capture leads from your website

Convert tickets directly into leads

Add Leads Manually

Import Leads

Set Access Rights. Keep Control In Your Hands

Control Access

Logs

Analyze Your Sales Team Performance

Successful Potential Conversion

Sales Dashboard

Dashboard

Reports

Automate Repeated Tasks & Processes

Set Email Templates

Send Quotation

Convert Lead to Client

Increase Conversions. Send Personalized Mass Mails

Email Templates

Tweak It Your Way

Custom Fields

Custom Choices

Limited Time Offer! Available for FREE

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