CRM For WHMCS is a revelatory module created for complex customer relationship management including the leads, potentials and any other contact type you wish to create as well as the follow-ups. With its help, all contact details of prospective clients will be organized in a transparent list directly in your system. Along with that, you will be able to add new contacts, convert their status at any time or even create accounts for them without the need to leave the addon page. Of no less substance is the fact that you will be given the possibility to set up your own labels and assign to them clients on the Kanban board through the convenient drag & drop functionality. What is more, you may gather contacts' details by generating and locating customized web forms on your external web sites to obtain data as easily and quickly as possible.

Furthermore, the module includes a wide spectrum of advanced features to facilitate your business management. You will be allowed to define permissions for each administrator role, send automated emails, issue announcements, add notes, create campaigns, generate quotes as well as view logs and other details of your tasks. Another component worth mentioning is the capability to manage automation groups and construct rules in order to automatically create follow-ups, send notifications, and add reminders. There is even an option to add custom fields for your contacts in order to gather every required information in one place as well as possibility to access complete conversation history directly from the contact view. All the data can be imported/exported so you will be enabled to migrate them between WHMCS systems or simply make a backup whenever you need to. No less convenient is the ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle full screen for particular widgets.

In addition, you will be able to overview and analyze assembled information thanks to the graphic presentation on the dashboard. Alongside the statistical graphs and tables, there will be a calendar showing the schedule of foreseen follow-ups. Should you prefer to handle the follow-ups using WHMCS or Google calendar, it will be also possible thanks to the built-in integration.

What makes the module even more unique is the possibility to combine it with our other products. You can expand its efficiency with the help of Asterisk VoIP Center For WHMCS which will let you originate calls between any destination number directly in the addon. Your administrators will be able to receive SMS reminders upon integration with SMS Center For WHMCS. Finally, Quotes Automation For WHMCS will increase quotes functionalities.

Discover the new definition of customer relationship management with CRM For WHMCS. Order the module today and unlock endless possibilities to enhance your business connections!


  • Addon Module
    • Create Contacts:
      • Leads
      • Potentials
      • Custom Types
    • Convert Contact Types
    • Send Mass Email & SMS To:
      • All Clients
      • Chosen Client Groups
      • Contacts From Chosen Campaigns
    • Restrict Access To Contact Types
    • Assign Client Account To Contact
    • Assign Administrator To Contact
    • Assign Ticket To Contact
    • Quickly Edit Contact Details
    • Add And Manage Contact's Follow-ups
    • Add And Manage Contact's Notes
    • View, Create And Synchronize Quotes For Contact
    • View Contact Tickets
    • View Contact Orders
    • Send Email From Template Or Custom Message - Include Files And Quote
    • Send And Receive Emails Using Custom Mailboxes
    • Send Ticket Response
    • View Email And SMS Messages In Conversation Log
    • Upload And Manage Files From Contact Profile
    • Add And Assign Labels To Contacts
    • Manage Customer Relationship Stages On Kanban Board
    • View Announcements For Administrators
    • View Logs Concerning Contact
    • View Dashboard Containing Incoming Follow-ups
    • View Calendar With All Reminders Sorted By Type
    • View CRM Statistics And Graphs Concerning Contacts
    • Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
    • Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
    • Perform Bulk Actions On Multiple Contacts
    • Remove Contact:
      • Move Contact To Archive Where It Can Be Restored From
      • Delete Contact From CRM Database Completely
  • Follow-up
    • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
    • Administrator To Notify - Defines Included Administrators Per Notification Type
    • Notify Administrator And Clients via Email And SMS
    • Notify Administrator via Pop-up Alarm
    • Follow-up Type - Easier Determination Of Follow-up Purpose
    • Use Email Template Or Place Custom Message
    • Synchronize Follow-ups With:
      • Google Calendar
      • WHMCS Calendar
  • Campaign
    • Create Campaign
    • Define Campaign Duration Time
    • Assign Contacts To Campaign Using Filters
    • Manually Assign Campaign To Contact
    • Display Dashboard Per Campaign
    • Display Campaign Description In Assigned Contact Profile
  • Web Form
    • Create Web Form
    • Allow Your Site Guests To Create New Contacts Via Web Form
    • Define Details Of Web Form Created Contact:
      • Contact Type
      • Contact Status
      • Assigned Admin
    • Assign Fields To Web Form
    • Get Generated Web Form To Be Placed On Your Site
    • View Number Of Contacts Created From Each Web Form
    • Notify Administrators About New Contact Creations
  • Addon Settings
    • View Module Status - Contains Status Of CRM Key Elements
    • Define Whether To Use Quotes And Administrator Assignment
    • Define Follow-up Types And Default Notifications On Follow-up Reschedule
    • Define Temporary And Permanent Notifications For Administrators
    • Define If Notification Needs To Be Acknowledged By Administrators
    • Automatically Add Follow-Ups And Reminders Based On The Set Conditions
    • Configure Incoming And Outgoing Mailbox Settings
    • Manage Custom Fields:
      • Create Fields Groups
      • Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
      • Add Description To Custom Field
      • Add Validators To Custom Fields
      • Define WHMCS - CRM Fields Mapping - Automatically Fill Out Form With Appropriate Values
    • Define Custom Contact Types:
      • Define Contact Type Color And Icon
      • Define Contact Type Visibility On Navigation
    • Configure Default View Of Contact Lists - Visibility And Order In Columns
    • Define First Day Of Week In Calendar
    • Define Permissions Per Administrator Role Group
    • Define Personal Settings:
      • Define Avatar
      • Define Default Email Address
      • Define Visible Fields And Their Order For Contacts And Dashboard
    • Create CRM Email Templates
    • View Information About CRM Cron
  • Admin Area
    • WHMCS Support Tickets System - Create Contact, View Their Details And Move To CRM Contact Profile
    • WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically
    • WHMCS Client Profile - Create Contact
  • General Info
Read More


v2.6.2 Released: Jun 2nd, 2020
  • Replaced all PUT/DELETE methods to POST - case #629
  • Support for WHMCS V7.7 and previous
Bug Fix
  • Module will now properly work with the "Database Sessions" feature introduced in WHMCS v7.7 - case #628
v2.6.1 Released: Mar 26th, 2020
New Feature
  • WHMCS V7.10 support
Bug Fix
  • Resolved issue with empty merge field variables that were sent in email messages when the web forms were used - case #614
  • Fixed problem with displaying logo in email messages, when the logo URL provided in WHMCS general settings started from "//" - case #615
v2.6.0 Released: Jan 29th, 2020
New Feature
  • WHMCS V7.9 support
  • Integration with built-in WHMCS notifications system which can be used to receive notifications in your Slack channels - case #488
  • Create contact lead directly from the client's profile view
  • Specify the number of "days after" contact was created for automation "Add Follow-up" condition rule - case #292, #515
  • "Labels" selection in web form creation tool - case #505
  • Changing mass message type from email to SMS will now also strip all left unnecessary HTML tags from the main content
  • Added "Delete" action button to manually remove imported emails from "Received Messages" section - case #497
  • Improved custom fields mapping when creating a contact - case #514, #522
  • Support for WHMCS V7.6 and previous
Bug Fix
  • Fixed problem with updating Google Calendar API token if the API details have been changed - case #510
  • Disabled accounts will no longer be displayed to selection when assigning administrator to contact using mass actions - case #509
  • Assorted corrections related to the import/export of contacts
  • Distinct improvements to fields validators
  • Various UI and language adjustments
  • Other slight corrections and improvements
v2.5.6 Released: Nov 13th, 2019
Bug Fix
  • Fixed issue that could have prevented contacts from loading on the dashboard due to the "SQLSTATE[HY093]: Invalid parameter number" error
v2.5.5 Released: Oct 9th, 2019
New Feature
  • WHMCS V7.8 support
  • WhatsApp integration - move directly to WhatsApp on pressing the phone symbol next to the contact's phone number - case #516
  • Optimized SQL queries to speed up the loading time of certain pages - case #526
  • Support for WHMCS V7.5 and previous
Bug Fix
  • Fixed issue that might have hampered exporting contacts to .XLS and .XLSX files - case #521
  • Corrected fatal error that might have occurred after creating an additional custom field - case #527
  • Fixed "Prepared statement contains too many placeholders" that might have occurred during export of huge amounts of data - case #529
v2.5.4 Released: May 16th, 2019
Bug Fix
  • Fixed problem with labels and country filters that did not work in campaigns - case #520
v2.5.3 Released: Apr 25th, 2019
Bug Fix
  • Resolved integration issue with SMS Center For WHMCS module that has caused problems with sending messages to e.g. follow-ups - case #519
v2.5.2 Released: Apr 2nd, 2019
New Feature
  • PHP 7.3 support
  • Support for WHMCS V7.4 and previous
Bug Fix
  • "Show in Dashboard" and "Active" contact parameters will now be correctly taken into account when displaying the contacts list on the dashboard - case #509
  • Fixed case that prevents certain merge fields from "Assigned Client" group from being properly processed in an email message - case #511
  • Eliminated problem with "required" validation flag not being properly set when creating a new field - case #512
  • Resolved case of non-Latin characters (e.g. Greeks) being improperly converted when creating a contact from a web form - case #513
v2.5.1 Released: Jan 7th, 2019
Bug Fix
  • A proper mailbox, instead of the main WHMCS one, will be now used when sending a custom email message from the contact summary page - case #491
  • Fixed issue that disabled loading certain pages when there were some translated strings missing in the language file - case #493
  • The {$signature} variable, used when sending an email from the CRM module, will now be properly parsed into HTML instead of displaying it as a plain text - case #494
  • Corrected "redirect_uri_mismatch" error that might have occurred when integrating with Google Calendar - case #495
  • The selectors styling will be now properly loaded in a "Standalone Mode" - case #500
  • Added error information that will appear when the attempt to retrieve messages from the mailbox fails - case #501
v2.5.0 Released: Jun 13th, 2018
New Feature
  • Automations - add reminders and follow-ups based on the set rules
  • Board - manage the current stage of business relationships with your contacts using the Kanban method
  • Mass actions for contact management
  • Configure an incoming mailbox for imported email messages from contacts and view them directly in the conversation log
  • Assign labels of different colors to contacts to facilitate their later identification
  • Field descriptions are now also displayed as tooltips in web forms
  • Use the rich-text editor for sending email messages to contacts
  • Set the first day of the week in calendar
  • Added information about maximum size of files that can be uploaded
  • Improved text wrapping for long contact names
  • Added currency in the column with total amount in 'Orders' and 'Quotes' tabs of a contact
  • You can now use the search box to preview the dashboard, calendar and statistics per selected admin
  • The window with available fields for the import/export features is now expanded by default
  • When the PHP Zip library is missing on the server for the .XLSX and .ODS formats export, an appropriate warning will be displayed
  • Full contact name is now split into two fields: first name and last name
Bug Fix
  • Contacts moved to archive can no longer be managed and used for reminders or follow-ups
  • Calendar now properly refreshes after follow-up rescheduling
  • Contacts are now correctly filtered by their priority on the dashboard
  • Resolved issue with invalid encoding of special characters like '&' in the field with company name of a contact
  • Removed contact types are no longer shown in the 'Permissions' section
  • Corrected rounding of percentages in the pie chart which could have led to the sum of 101%
  • Reminders removed in the follow-up edition should now disappear from the list immediately
  • Solved problem with invalid encoding of some special characters in notification emails
  • Blocked possibility to create multiple contacts with the same email address through the web form
  • Resolved issue with administrator notifications for contacts added through the web form
  • Corrected data saving of multiple fields at once
  • Assorted code, UI and language corrections
v2.4.6 Released: May 18th, 2018
New Feature
  • Delete a contact from the CRM database completely (GDPR requirement)
Bug Fix
  • Resolved issue which might have caused invalid characters encoding in email massages - case #394
v2.4.5 Released: Apr 17th, 2018
Bug Fix
  • Resolved issues related to hooks occurring in the encoded module's version installed on WHMCS V7.5
v2.4.4 Released: Apr 5th, 2018
New Feature
  • WHMCS V7.5 support
  • PHP 7.1 and 7.2 support
v2.4.3 Released: Feb 16th, 2018
Bug Fix
  • Corrected Google Calendar URL
  • Resolved issues with sending emails when Secure SSL is disabled
  • Fixed invalid SQL query for searching follow-ups that caused the 'Integrity constraint violation: 1052 Column' type_id' in where clause is ambiguous' error
v2.4.2 Released: Jan 18th, 2018
  • Optimized CRM integration on tickets view
Bug Fix
  • Solved problems that might have caused WHMCS sessions not to load in CRM
  • Eliminated compatibility issues with Domain Orders Extended For WHMCS by removing the php-ref function
v2.4.1 Released: Sep 8th, 2017
New Feature
  • Select a default email address for the administrator in their personal settings
  • Social media addresses in the contact summary are now hyperlinks
  • Language of permission options is now editable in a language file
  • Adjustments of bullet points in a pop-up with contact details appearing in tickets
Bug Fix
  • Corrected functionality of web form addresses in case WHMCS uses HTTPS
  • Fixed sorting of elements in contact details
  • Resolved problem with undefined events in the last activity log
  • Fixed missing hour picker for rescheduling follow-ups
  • Corrected sorting of today's reminders according to the time (from the earliest to the latest)
  • Regulated permissions to solve problems with unauthorized access to particular areas through the custom URL
  • Various fixes to the process of contact creation from the ticket view
  • Removing follow-up types is now executed properly
  • Solved issue with the display of fields of a select type for filtering contacts on the module dashboard
  • Minor UI and code alterations
v2.4.0 Released: Jul 19th, 2017
New Feature
  • Google Calendar integration and synchronization
  • WHMCS Calendar integration and synchronization
  • Alarms - receive pop-up notifications to inform about coming follow-ups
  • Select administrators who shall receive email notification when a new contact is submitted from a web form
  • Restrict access to particular contact types based on the admin role groups
  • Add and assign custom mailboxes to administrators who shall use them as default for sending emails to contacts
  • 'Country' field with the option to set mapping for it
  • Send SMS messages directly from contact summary
  • Access client's tickets directly from contact tab
  • Search clients by company when selecting a client to be assigned to a new contact
  • View company name stored in client's WHMCS profile in contact's 'Main Details' section
  • Send SMS notifications before and on the due date of follow-ups for contacts
  • Show all contact types at once on the dashboard
  • Days of the week and months on the calendar are now translatable in the language file
  • Contacts are now by default sorted by ID
  • Colors used in the calendar's week view are now more transparent
  • Database charset compatibility
  • Phone format validation
  • Interval validation for starting and ending dates of campaigns
  • Minor UI and language refinements
  • Year from the footer
Bug Fix
  • Corrected a cut table when exporting contact list to PDF
  • Solved problem with updating previously altered campaign changes
  • 'Follow-ups Per Day' option will now display date without hour correctly
  • Administrators without access to assigned contacts will no longer see them in activity logs
  • Solved problem preventing a new follow-up to be created due to the lack of CRM email templates
  • Resolved issue leading to labels being cut off on contact graphs
  • Display module invalid license information properly
  • Minor code adjustments and cleanups
v2.3.13 Released: Apr 13th, 2017
Bug Fix
  • Resolved problem with 'Convert' button for switching statuses of leads and potentials
v2.3.12 Released: Mar 28th, 2017
Bug Fix
  • Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
  • Allow to choose only one option for checkbox field type in Web Forms settings
  • Resolved compatibility problem occurring when module is used on Windows Server
v2.3.11 Released: Mar 6th, 2017
  • Added notes formatting support for line breaks
Bug Fix
  • Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser
v2.3.10 Released: Feb 14th, 2017
Bug Fix
  • Corrected process of passing Web Form custom fields to module
  • Displaying proper status of integration with other modules
v2.3.9 Released: Jan 5th, 2017
  • Enhanced compatibility with Windows servers
v2.3.8 Released: Dec 6th, 2016
Bug Fix
  • Assign admin to a contact created with a web form
  • Corrected process of sending notifications of 'Before Follow-up Date' type
  • Display campaigns as a viable group of mass messages recipients
v2.3.7 Released: Nov 28th, 2016
Bug Fix
  • Resolved conflicts with custom modules
v2.3.6 Released: Nov 15th, 2016
New Feature
  • WHMCS V7 support
  • PHP 7 support
Bug Fix
  • Minor code refinements
v2.3.5 Released: Oct 18th, 2016
New Feature
  • WHMCS V7 support
  • PHP 7 support
Bug Fix
  • Minor code refinements
v2.3.4 Released: Sep 30th, 2016
Bug Fix
  • Display contact's custom fields of checkbox type correctly
  • CRM API - resolved issue about 'contacts/get' request
v2.3.3 Released: Sep 27th, 2016
Bug Fix
  • Send ticket response - resolve HTTP 404 error
v2.3.2 Released: Aug 23rd, 2016
  • Core optimization enhancing loading speed
v2.3.1 Released: Aug 8th, 2016
Bug Fix
  • Display statistics for all administrators
  • Display multiple items in CRM statistics
  • Block CRM storage directory from direct access
v2.3.0 Released: Jun 23rd, 2016
New Feature
  • Web forms - gather contacts straight from your customers
  • Easy to use web form generator
  • Enhanced user interface
Bug Fix
  • Display select type field filter on the 'Dashboard' page
v2.2.4 Released: May 12th, 2016
Bug Fix
  • Copy data from ticket when creating new contract
  • Display mass messages configuration
  • Add contact from ticket - support for 'action=viewticket' view
v2.2.3 Released: May 9th, 2016
  • Added .htaccess file example
Bug Fix
  • Send emails with HTML code in global header and footer
v2.2.2 Released: Apr 20th, 2016
Bug Fix
  • Assign quote to client
  • Import contact of any type
  • Assign ticket to contact if it was created from that ticket
  • Support custom admin area URL
  • Minor tweaks
v2.2.1 Released: Jan 12th, 2016
  • Restored Feature: Synchronize quotes
v2.2.0 Released: Dec 18th, 2015
New Feature
  • Create custom contact types
  • Send mass email
  • Send mass SMS - requires SMS Center For WHMCS
  • Import contacts in chosen file formats: CSV, XSL, XSLX and ODS
  • Export contacts in chosen file formats: CSV, XSL, XSLX, ODS and PDF
  • Access CRM For WHMCS API
Bug Fix
  • Minor tweaks
v2.1.0 Released: Nov 18th, 2015
New Feature
  • Campaigns - assign your clients to multiple campaigns
  • Use filters to add leads to campaign
  • Define duration of campaign
  • Manage dashboard view per campaign
  • Display campaign description inside of assigned lead profile
  • Define and display announcements for administrators
Bug Fix
  • Validation of custom fields
  • Store exception messages in log file
v2.0.0 Released: Oct 28th, 2015
New Feature
  • Define ACL per administrator role
  • Define field groups
  • Create fields and assign them to desired groups
  • Toggle standalone mode - display CRM outside of WHMCS
  • Display any page or panel in full screen
  • View orders of client assigned to contact
  • Define importance of contact
  • Send SMS reminders to administrators - integration with SMS Center For WHMCS
  • Send response to ticket assigned to contact straight from its view
  • Migrate leads/potentials and settings from CRM For WHMCS 1.2.4
  • ACL restrictions for calendar
  • Rewritten core - enhanced performance
  • Admin area user interface rebuilt
  • Restored ability to upload and manage files from contact profile
  • Striping code of unused 3rd party plugins
  • Restricted access to Storage folder
  • ACL restrictions and routing
  • Messages visibility
  • Minor tweaks and enhancements
  • Lowered debug logging level
Bug Fix
  • Field mapping
  • Defining custom fields variables
  • Defining custom fields regexp validators
  • Editing follow-up reminders
  • Removing follow-up reminders
  • Saving contact information
  • Generating cron URL
  • Calendar filtering
  • Calendar compatibility with Firefox browser
  • Minor user interface tweaks
  • Minor language tweaks
  • Minor compatibility issues
  • Calendar tweaks
v1.2.4 Released: Oct 5th, 2015
  • Bug Fixes: Display and remove files uploaded to contact profile
v1.2.3 Released: Aug 21st, 2015
  • Bug Fixes: WHMCS V6.0.2 compatibility
v1.2.2 Released: Aug 10th, 2015
New Feature
  • WHMCS V6 support
  • Synchronize quotes
  • Unassign ticket/client from lead
  • Custom client field mapping
  • CRM emails uses global headers, footers and CSS styling
  • Bug Fixes: Minor tweaks
v1.2.1 Released: Mar 19th, 2015
Bug Fix
  • Follow-up notification dates
  • Minor fixes
v1.2.0 Released: Mar 16th, 2015
New Feature
  • Send an email from a template or a custom message - include files and the quote
  • Map custom fields - automatically fill out a client creation form
  • Assign colors to statuses
  • Disable hours and minutes in a follow-up date selector
  • Reschedule form
  • Statistics moved to a separate tab
Bug Fix
  • Relations to leads created from tickets
  • UI fixes
v1.0.2 Released: Jan 7th, 2015
Bug Fix
  • Supports custom templates - CRM messages in a ticket view
  • Delete archived item
  • Datatable view in the lead/potential/archive list
  • CRM API methods
v1.0.1 Released: Dec 8th, 2014
New Feature
  • Configurable reminders for follow-ups
  • Change static custom fields' names
  • Move a lead to 'Archive'
  • Improved follow-up logic
  • Relocation of files storage to WHMCS downloads
Bug Fix
  • Multi-language support
  • Email field validation
  • Unicode support
  • Tickets integration visible for admins without access to the module
v1.0.0 Released: Nov 27th, 2014
  • Stable Release
Read More


  • 6 months ago
    I've been looking for a better way to manage our contacts in WHMCS - this fixes the issue and then adds a bunch of value ads. I personally like the ability to modify client views, so I can track progress of clients migrating to our services. Their support is AMAZING - we had a few bugs early on, they implemented a hot fix for one issue and rebuilt some SQL tables. Support is everything when selecting a product - and they stand by the product which I like. I'm still exploring all the features that come with the CRM, it has a lot of capabilities that improve workflow of how you manage your clients.
  • 1 year ago
    Works great and really easy to use. The integration into WHMCS works great.
  • 1 year ago
    I chose ModulesGarden and specifically the CRM module because of the value and incredible customer service we receive. They really care about organizations like ours, and whether you're very CRM experienced or lightly so, every business needs CRM to manage their sales leads, potentials, and customer base. ModulesGarden presents a better value with their CRM module for the price with a robust feature set. I highly recmoomend the CRM module and ModulesGarden!
  • 1 year ago
    Was looking for a CRM which supported a client Portal. Thus using this module with WHMCS allowed us to have exactly that.
    Hoping you could add features to the product, like multiple email box's, and maybe a google mail client integration, so that each user can send from their own emails. Outside of that, its the only CRM that suited the majority of our requirements.
  • 3 years ago
    Awesome job with the latest new features. Frankly we couldn't even consider using this before since it was lacking many of the features which you just added now. The biggest issue we have now is that it does not have a way to create a followup email campaign. Every lead needs constant communication to convert. For now we are using Mautic and are happy with it. See how you can incorporate some of their features here and it will be more robust.
Read More

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