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CRM WHMCS Module Bundle

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(Created page with "{{DISPLAYTITLE:CRM - WHMCS Module Bundle}} = About [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Bundle] = {| |style="padding: 10px 0px 15px 15px;"|Th...")
 
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* '''[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/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]''' - Send SMS notifications to clients and leads, either manually or via automation triggers
 
* '''[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
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* '''[https://www.modulesgarden.com/products/whmcs/report-generator Report Generator For WHMCS]''' - Build custom reports to analyze sales performance, pipeline health, and staff activity
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* '''[https://www.modulesgarden.com/products/whmcs/report-generator Report Generator For WHMCS]''' - Build custom reports to analyze sales performance, business health status, and staff activity
 
* '''[https://www.modulesgarden.com/products/whmcs/quotes-automation Quotes Automation For WHMCS]''' - Simplify the quoting process with customizable templates and status tracking
 
* '''[https://www.modulesgarden.com/products/whmcs/quotes-automation Quotes Automation For WHMCS]''' - Simplify the quoting process with customizable templates and status tracking
  
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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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|style="padding: 10px 0px 20px 15px;" |This bundle fits companies managing direct sales via WHMCS, especially where sales representatives follow up with leads before a purchase is made.
 
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|style="padding: 0px 0px 15px 15px;" |'''Example Setup:'''
 
|style="padding: 0px 0px 15px 15px;" |'''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.
 
* 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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* Once contact is made, reps use '''Quotes Automation For WHMCS''' to prepare tailored offers.
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* Once contact is made, admins use '''Quotes Automation For WHMCS''' to prepare tailored offers.
 
* The client is reminded via '''SMS Center''' when the quote is ready or expiring.
 
* 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.
 
* Reports on lead conversion rate and staff response times are built using '''Report Generator For WHMCS''' to optimize internal workflow.
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* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles WHMCS Module Bundles Overview]
 
* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles WHMCS Module Bundles Overview]
 
* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Module Bundle Page]
 
* [https://www.modulesgarden.com/whmcs-modules-monthly-bundles/crm CRM Module Bundle Page]
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* [https://www.blog.modulesgarden.com/crm-whmcs-module-bundle Blog Article - CRM Bundle Spotlight]
 
* [https://www.docs.modulesgarden.com/WHMCS_Module_Bundles FAQ - WHMCS Module Bundles]
 
* [https://www.docs.modulesgarden.com/WHMCS_Module_Bundles FAQ - WHMCS Module Bundles]
 
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Latest revision as of 11:10, 6 October 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.
Each included module works independently but integrates seamlessly to provide complete control over the client acquisition and retention process.

Not sure how monthly module bundles work? See our FAQ - WHMCS Module Bundles for answers to common questions about subscriptions, updates, and usage.

[edit] 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

[edit] 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, business health status, 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.

[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.
  1. Order the bundle from the 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

[edit] 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 a 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

[edit] Use Case: In-House Sales Management

This bundle fits companies managing direct sales via WHMCS, especially where sales representatives 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, admins 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

[edit] Useful Links

Retrieved from "https://www.docs.modulesgarden.com/index.php?title=CRM_WHMCS_Module_Bundle&oldid=77938"
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