CRM Module Bundle
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| − | = [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Bundle] = | + | {{DISPLAYTITLE:CRM - WHMCS Module Bundle}} |
| + | = About [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Bundle] = | ||
{| | {| | ||
| − | |style="padding: 10px 0px 30px 15px;"|The '''CRM | + | |style="padding: 10px 0px 30px 15px;"|The '''CRM''' module bundle is designed for WHMCS users who want to enhance their sales and customer relationship workflows.<br/> |
| + | It combines lead management, communication, quoting, and reporting tools into a single, affordable monthly package.<br/> Each included module works independently but integrates seamlessly to provide complete control over the client acquisition and retention process. | ||
|} | |} | ||
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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. | 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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|style="padding: 10px 0px 30px 15px;"|This bundle includes the following ModulesGarden products: | |style="padding: 10px 0px 30px 15px;"|This bundle includes the following ModulesGarden products: | ||
| − | * '''[https://www.modulesgarden.com/products/whmcs/crm CRM For WHMCS]''' | + | * '''[https://www.modulesgarden.com/products/whmcs/crm CRM For WHMCS]''' - Centralize lead tracking, contact assignments, and deal progression inside WHMCS |
| − | * '''[https://www.modulesgarden.com/products/whmcs/sms-center SMS Center For WHMCS]''' | + | * '''[https://www.modulesgarden.com/products/whmcs/sms-center SMS Center For WHMCS]''' - Send SMS notifications to clients and leads, either manually or via automation triggers |
| − | * '''[https://www.modulesgarden.com/products/whmcs/report-generator Report Generator For WHMCS]''' | + | * '''[https://www.modulesgarden.com/products/whmcs/report-generator Report Generator For WHMCS]''' - Build custom reports to analyze sales performance, pipeline health, and staff activity |
| − | * '''[https://www.modulesgarden.com/products/whmcs/quotes-automation Quotes Automation For WHMCS]''' | + | * '''[https://www.modulesgarden.com/products/whmcs/quotes-automation 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. | You may choose to activate only the modules relevant to your workflow. All are licensed under one monthly subscription. | ||
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=== Practical Notes === | === Practical Notes === | ||
| − | {| style="padding: 10px 0px 30px 15px;" | + | {| |
| + | |style="padding: 10px 0px 30px 15px;" | | ||
* 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 | ||
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| − | |style="padding: 10px 0px | + | |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. |
| − | + | |} | |
| − | '''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. | + | |style="padding: 0px 0px 15px 15px;" |'''Example Setup:''' |
| − | Once contact is made, reps use Quotes Automation For WHMCS to prepare tailored offers. | + | * A web services company assigns new form submissions as leads in '''CRM For WHMCS'''. Staff are assigned to handle them based on service interest. |
| − | The client is reminded via SMS Center when the quote is ready or expiring. | + | * Once contact is made, reps use '''Quotes Automation For WHMCS''' to prepare tailored offers. |
| − | Reports on lead conversion rate and staff response times are built using Report Generator For WHMCS to optimize internal workflow. | + | * 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:''' | + | |} |
| + | {| | ||
| + | |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 | ||
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=== Useful Links === | === Useful Links === | ||
| − | {| style="padding: 10px 0px 30px 15px;" | + | {| |
| + | |style="padding: 10px 0px 30px 15px;" | | ||
* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles Monthly Bundles Overview] | * [https://www.modulesgarden.com/whmcs-modules-monthly-bundles Monthly Bundles Overview] | ||
* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Bundle Page] | * [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Bundle Page] | ||
| − | * [https://www.docs.modulesgarden.com/WHMCS_Module_Bundles FAQ | + | * [https://www.docs.modulesgarden.com/WHMCS_Module_Bundles FAQ - WHMCS Module Bundles] |
|} | |} | ||
Latest revision as of 17:41, 12 September 2025
Contents |
[edit] About 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. |
[edit] 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. |
|
[edit] 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. |
[edit] 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. |
|
[edit] Practical Notes
|
[edit] 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:
|
Key Benefits:
|