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CRM Module Bundle

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|style="padding: 10px 0px 30px 15px;" |This bundle fits companies managing direct B2B or B2C sales via WHMCS, especially where sales reps follow up with leads before a purchase is made.
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|style="padding: 10px 0px 20px 15px;" |This bundle fits companies managing direct B2B or B2C sales via WHMCS, especially where sales reps follow up with leads before a purchase is made.
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'''Example Setup:'''
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A web services company assigns new form submissions as leads in CRM For WHMCS. Staff are assigned to handle them based on service interest.
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|style="padding: 0px 0px 15px 15px;" |'''Example Setup:'''
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Once contact is made, reps use Quotes Automation For WHMCS to prepare tailored offers.
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* A web services company assigns new form submissions as leads in '''CRM For WHMCS'''. Staff are assigned to handle them based on service interest.
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The client is reminded via SMS Center when the quote is ready or expiring.
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* Once contact is made, reps use '''Quotes Automation For WHMCS''' to prepare tailored offers.
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Reports on lead conversion rate and staff response times are built using Report Generator For WHMCS to optimize internal workflow.
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* The client is reminded via '''SMS Center''' when the quote is ready or expiring.
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* Reports on lead conversion rate and staff response times are built using '''Report Generator For WHMCS''' to optimize internal workflow.
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'''Key Benefits:'''
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|style="padding: 0px 0px 30px 15px;" |'''Key Benefits:'''
 
* End-to-end sales process managed inside WHMCS
 
* End-to-end sales process managed inside WHMCS
 
* Better lead tracking with assignment and status management
 
* Better lead tracking with assignment and status management

Revision as of 09:39, 11 September 2025

Contents

CRM Bundle

The CRM module bundle is designed for WHMCS users who want to enhance their sales and customer relationship workflows.

It combines lead management, communication, quoting, and reporting tools into a single, affordable monthly package.
Each included module works independently but integrates seamlessly to provide complete control over the client acquisition and retention process.

What You Can Achieve

This bundle allows you to:
  • Capture and manage leads directly within WHMCS
  • Assign leads to staff and track progress from initial contact to conversion
  • Create and automate professional sales quotes
  • Communicate with prospects and clients via SMS
  • Generate custom reports on leads, quotes, and team performance

The CRM Bundle transforms WHMCS into a basic but powerful customer relationship management hub, helping you handle sales and communication without relying on external systems.

Bundle 6.png

Included Modules

This bundle includes the following ModulesGarden products:
  • CRM For WHMCS – Centralize lead tracking, contact assignments, and deal progression inside WHMCS
  • SMS Center For WHMCS – Send SMS notifications to clients and leads, either manually or via automation triggers
  • Report Generator For WHMCS – Build custom reports to analyze sales performance, pipeline health, and staff activity
  • Quotes Automation For WHMCS – Simplify the quoting process with customizable templates and status tracking

You may choose to activate only the modules relevant to your workflow. All are licensed under one monthly subscription.

Quick Start Guide

Modules included in the CRM Bundle can be installed and configured independently. You can start with the CRM system and expand with quotes, messaging, and reports when ready.
  1. Order the bundle from your ModulesGarden marketplace
  2. Download the packages from your client area
  3. Install the modules using the official documentation:
  4. Activate each module in your WHMCS admin area
  5. Begin managing leads, sending SMS updates, building reports, or creating custom quotes based on your business flow

Practical Notes

  • All modules can be used individually or in combination
  • Designed for internal staff use: sales reps, managers, and account handlers
  • SMS features require connection to an external SMS gateway
  • Quotes and lead stages can be fully customized to match your sales process
  • Reporting can include CRM-related data as well as broader WHMCS activity

Use Case: In-House Sales Management

This bundle fits companies managing direct B2B or B2C sales via WHMCS, especially where sales reps follow up with leads before a purchase is made.
Example Setup:
  • A web services company assigns new form submissions as leads in CRM For WHMCS. Staff are assigned to handle them based on service interest.
  • Once contact is made, reps use Quotes Automation For WHMCS to prepare tailored offers.
  • The client is reminded via SMS Center when the quote is ready or expiring.
  • Reports on lead conversion rate and staff response times are built using Report Generator For WHMCS to optimize internal workflow.
Key Benefits:
  • End-to-end sales process managed inside WHMCS
  • Better lead tracking with assignment and status management
  • Quick quote generation and improved follow-ups
  • Internal reporting for sales strategy and team performance
  • Enhanced communication using SMS alerts

Useful Links

Retrieved from "https://www.docs.modulesgarden.com/index.php?title=CRM_Module_Bundle&oldid=77563"
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