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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.

Get it now absolutely FREE!!

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.

• 
  Dashboard
  
• 
  Search Filter
• 
  Profile Search
• 
  Upsell Actions
• 
  Settings

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

Get client overview by searching clients on basis of various criteria

Search clients having particular invoice date

Search on the basis of client related fields

Search clients on the basis of Account Manager

Search clients on the basis of Service taken

Search clients having client note

Filter clients on the basis of different criteria.

Search results showing complete overview of the client & his/her existing purchase to help you in upselling

Get client details on mouse hover

Get details of active, suspended or expired services by clicking on No. of services

Get details of Total income earned till date by clicking on Total Income

Get followup details on clicking on Followup Time

Get details of pending tickets by clicking on Pending Tickets

Find clients having upsell followup for a particular product

Find clients having upsell followup for domain

Find clients having upsell followup for a particular product within a selected date range

Get details of Total Income earned till date

Get client details of all the clients under a particular account manager

Filter client on basis of various parameters

Search results showing clients w.r.t. particular account manager

Set customizable options for client survey

Set customizable options for client survey

Set customizable options for client survey

Set customizable options for client survey

Client profile survey as shown to client in client area. It can be skipped maximum for 3 times

Search clients on the basis of details entered in client profile

Search clients on the basis of DOB, IT Expenditure or particular Referral source

Search clients on the basis of client type

Search clients on the basis of referral

Search clients on the basis of Account Manager

Filter clients on the basis of different filters

Search Results of the Profile search done

Create followups for upselling particular product/service to clients

Select upsell product & followup time

Send customized mail

Get automated reminder for upsell followups

Manage upsell followups

Set rights for different roles