Upsell Addon Version 2.0
  • Dashboard NEW
    Get the summarized view of all figures related to Upsell Addon…

    Dashboard

    Get the summarized view of all figures related to Upsell Addon.

  • Client Overview
    Get clients’ overview by searching data on the basis of invoice dates…

    Client Overview

    Search for renewal data on the basis of invoice date, client specific fields, account manager wise, service opted, followup stage & notes and get client overview in the search results.

  • Upsell Actions
    Send customized mail to pitch your service to a particular client…

    Upsell Actions

    Create Upsell Followup for upselling a product to a particular client. Get automated reminder for all the due follow-ups of a current date.

  • Profile Survey
    Know your clients by client profiling survey (shown in client area)…

    Profile Survey

    Know your clients by client profiling survey (shown in client area). Search clients on the basis of survey fields & upsell them by analyzing their profile.

  • Search Fields
    Get the client details who need to be followup for a particular service…

    Search Fields

    Get the client details who need to be followup for a particular service within selected data range. Helps account manager in getting details of the service opted by a particular client.

  • Export Search
    Export search results to CSV to help you in data analysis….

    Export Search

    Export search results to CSV to help you in data analysis.

Upsell Addon 2.0

Now with Dashboard showing Upsell Addon Overview See Upgrade Note

Suggest an extended range of services to your clients with upsell addon that allows you to create note for each client for interested products/services, set upsell followup time to get automated reminders and further refine the search with multiple criteria & according to client profile. It also shows a survey to client to assess their profile. The client can skip the survey for 3 times but need to fill the survey in the fourth login to his/her member panel.

Note: Install the free Account Manager Addon in order to make Renewal Addon workable

Have a look at the below screenshots to see the features of WHMCS Upsell addon. Or download free to know about its unique features.

Limited Time Offer! Available for FREE

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