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Overview

CRM For WHMCS is a revelatory module created for professional customer relationship management including leads, potentials and 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 leads, convert them to potentials at any time or even create accounts for them without the need to leave the addon page. 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. There is even an option to add custom fields for leads and potentials in order to gather every required information in one place. 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 in dashboard. Alongside the statistical graphs and tables there will be a calendar showing the schedule of foreseen follow-ups.

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

Features

  • Addon Module
    • Create Leads
    • Convert Contact Type
    • Send Mass Email & SMS To:
      • All Clients
      • Chosen Client Groups
      • Contacts From Chosen Campaigns
    • Convert Contact Types Between Lead And Potential
    • 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 Orders
    • Send Email From Template Or Custom Message - Include Files And Quote
    • Send Ticket Response
    • Upload And Manage Files From Contact Profile
    • 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
    • Upon Removing, Contact Is Moved To Archive Where They Can Be Restored From If Needed
  • Follow-up
    • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
    • Follow-up Type - Easier Determination Of Follow-up Purpose
    • Administrator To Notify - Defines Included Administrators Per Notification Type
    • Notify Administrator via Email And SMS
    • Use Email Template Or Place Custom Message
  • Campaign
    • Create Campaign
    • Define Campaign Duration Time
    • Assign Leads To Campaign Using Filters
    • Manually Assign Campaign To Lead
    • Display Dashboard Per Campaign
    • Display Campaign Description Inside Of Assigned Lead Profile
  • Web Form
    • Allow Your Site Guests To Create New Contacts Via Web Form
    • Create 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
  • 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
    • 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 Leads And Potentials Lists - Visibility And Order In Columns
    • Define Permissions Per Administrator Role Group
    • Define Personal Settings:
      • Define Avatar
      • Define Visible Fields And Their Order For Leads, Potentials And Dashboard
    • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
    • Create CRM Email Templates
    • View Information About CRM Cron
  • Admin Area
    • WHMCS Support Tickets System - Create Lead, View Its Details And Move To CRM Contact Profile
    • WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically
  • General Info
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Changelog

v2.3.9 Released Jan 5th, 2017
Improvement
  • 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
Improvement
  • 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
Improvement
  • 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
Improvement
  • 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
Others
  • 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
  • Migrate leads/potentials and settings from CRM For WHMCS 1.2.4
  • ACL restrictions for calendar
Improvement
  • ACL restrictions and routing
  • Messages visibility
Bug Fix
  • Calendar tweaks
Improvement
  • Restored ability to upload and manage files from contact profile
  • Striping code of unused 3rd party plugins
  • Restricted access to Storage folder
Changed
  • 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
Improvement
  • Rewritten core - enhanced performance
  • Admin area user interface rebuilt
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
Improvement
  • Minor tweaks and improvements
v1.2.4 Released Oct 5th, 2015
Others
  • Bug Fixes: Display and remove files uploaded to contact profile
v1.2.3 Released Aug 21st, 2015
Others
  • 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
Others
  • 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
Improvement
  • Reschedule form
Changed
  • 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'
Changed
  • 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
Launch
  • Initial Release
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