CRM Module Bundle
From ModulesGarden Wiki
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=== Practical Notes === | === Practical Notes === | ||
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* All modules can be used individually or in combination | * All modules can be used individually or in combination | ||
* Designed for internal staff use: sales reps, managers, and account handlers | * Designed for internal staff use: sales reps, managers, and account handlers | ||
| − | * SMS features require connection to an external SMS gateway | + | * SMS features require a connection to an external SMS gateway |
* Quotes and lead stages can be fully customized to match your sales process | * 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 | * Reporting can include CRM-related data as well as broader WHMCS activity | ||
Revision as of 09:40, 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. |
What You Can Achieve
This bundle allows you to:
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. |
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Included Modules
This bundle includes the following ModulesGarden products:
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. |
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Practical Notes
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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:
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Key Benefits:
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