You will be able to add new contacts, define their type as a lead or a potential and create accounts directly in the addon.
The module will allow you to send automated notifications, create quotes and notes as well as add custom fields to leads' and potentials' profiles according to your needs.
What is more, all the information about leads and potentials will be shown in a graphic presentation in dashboard.
TIP: You can extend the functionality of CRM For WHMCS by integrating the module with Asterisk VoIP Center For WHMCS, Quotes Automation For WHMCS and SMS Center For WHMCS.

We will guide you step by step through the whole installation and configuration process.

Note: You can check current PHP version in your WHMCS. To do so proceed to 'Utilities' → 'System' → 'PHP Info'.

The content of PHP version files should look like this.

File is located in 'modules/addons/mgCRM/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

It is located in 'your_whmcs/modules/addons/mgCRM2/app/'.

Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'CRM' and press 'Activate' button.

To do so, click on 'Configure' button, tick checkboxes to assign desired admin roles.
CRM as standalone page - if selected, CRM page will be visible in standalone mode by default, no matter which template is used.
Full Access Admin - select admins that will have full access to your module.
Access Control - select admin groups that will have access to your module.
Now, press 'Save Changes'.

We advise to set up the cron as frequently as possible to send email notifications, 5 minutes interval is recommended.

You can access your module in 'Addons' → 'CRM'.

From there you have a quick preview of the most important information in your CRM.
View follow-ups on calendar, list of latest leads/potentials and last activities.

Press it again to come back to WHMCS view.

Note: Only staff members with full privileges can assign admins to the contacts.

Read more about them in the following section.

As you can see, in dropdown menu, actions such as 'Convert To Potential' and 'Move To Archive' can be found.
'Note: 'Call Out' functionality is available as well if you have Asterisk VoIP Center For WHMCS installed and configured properly.

Press pencil icon to move to the contact's summary page.

• Low
• Medium
• Important
• Urgent

• Pending (custom)
• New
• Active
• Closed
• Urgent
  

Every time you are editing any information please press the green confirmation button to save the changes.

This can be done in two ways, by creating a new client from a contact or by selecting an existing client to a contact.

• adding new notes
• sending emails
• sending SMS messages (for SMS Center integration)
• adding follow-ups
• sending tickets responses (if assigned)

Any follow-up can be rescheduled (1.) or removed (2.) using buttons in the 'Actions' column.
You can search for the desired follow-up using search box and sorting by one of the columns.

Here you can define:

• Date - (required) time when the notifications will be sent.
• Description - (required) short description of a follow-up, it will be afterwards visible in the follow-up list.
• Follow-up Type - allows you to define the type of a follow-up for easier determination of its purpose.
• Admin - admin whom ToDo entry will be assigned.
  

Reminders for Administrators

• 'On Create' - Notification is sent to an admin, who is assigned to a Lead/Potential, immediately when a follow-up is created.
• 'Follow-up Due Date ' - notification is sent to an admin, who is assigned to a Lead/Potential, on the set date.
• 'Before Follow-up Due Date ' - Specify time (date/hours/minutes etc) before the Follow-up Due Date to send notification to an admin, who is assigned to a Lead/Potential.

Reminders for Clients

• 'On Create' - Notification is sent to a client, who is assigned to a Lead/Potential, immediately when a follow-up is created.
• 'Follow-up Due Date ' - Notification is sent to a client, who is assigned to a Lead/Potential, on the set date.
• 'Before Follow-up Due Date ' - Specify time (date/hours/minutes etc) before the Follow-up Due Date to send notification to a client, who is assigned to a Lead/Potential.
  

Choose whether you wish to send reminders via email or SMS (if SMS Center for WHMCS is activated) or perhaps both.
Once option is marked and path chosen, you will have to fill out the details for chosen reminder, separate for emails and separate for SMS.
Press 'Add Follow-up' to finalize the process.

• edit details
• add reminders
• manage existing reminders

On the following screen you can see how to add an exemplary note.

As you can see, you can manually fill out email subject and content.

Whatever way you choose, you can choose address to send from, as well as attach files and quotes.

As you can see on the screen below, in the 'Quotes' section of the contact page, brief information about quotes assigned to the contact is displayed.
You can edit any of these quotes through using buttons in 'Actions' column.

You can do it in two ways, if a client is assigned to the contact, they will be automatically linked to the quote.
Otherwise, module will ask you to fill in a new client account details from to complete quote.
In the second scenario, client account will not be created in the process, unless you use 'Convert to Invoice' functionality.
Important: For extended functionality related to quotes we recommend our Quotes Automation For WHMCS.
It extends quotes with functionalities like adding product addons and domains to the quote, their automatic provision, and quote acceptance from the client area.

To upload a new file, select file to upload and describe it shortly, press 'Upload'.

It can be also removed by clicking on dustbin icon.

As you can see, it contains all details you might want to find in the logs.

Using the search option you can find logs of actions performed by specific administrators, at desired time and concerning desired actions.
On the following screen we were searching logs of associated with any event on client.

Switch between days, month and week views to have a clear and precise view on your scheduled events (click on a selected day to see details).

Month view:

Click on any follow-up to see its details.

If you decide to apply this option, you will be able to create many various campaigns with selected contacts included and filtered according to your personal configurations.
Let's check how this functionality works.

Use Action buttons to:
1. Manually force record reassignment
2. Move to edition page
3. Delete unused campaign

In 'Settings' → 'General' page of the module you can check current module status, enable major features and define follow-ups' settings.

• Integration with Asterisk VoIP Center For WHMCS
• Integration with SMS Center
• Cron job setup
• Number of CRM email templates
• Storage folder used by the module

Drag and drop available fields to create a perfect configuration.

Available types and validators for each of the types (seen when editing existing field)

• text: required, min, max, email, url, ip, regex
• textarea: required, min, max, regex
• radio: required, min, max
• checkbox: required, min, max
• select: required, min, max

On the following screen you can see an example of a dropdown type custom field.
To add a field, press 'Create Field'.

This way during creation a lead from client's ticket or a client from lead, mapped fields will be automatically filled out.

However, to make our CRM for WHMCS even more customizable and user friendly we have implemented a function which allows creating new contact types and their full management.

• Enter its name and choose color
• Enter icon code - the icon will be always visible next to this contact type name, remember to use available formats, e.g.: 'fa fa-empire', 'fa fa-plus-circle '
• Visibility in navigation bar - choose whether you wish to have the new contact type visible on the main navigation menu and submenu (under 'Contacts' tab)
• Dashboard - if you select this option, the new type will be visible on dashboard, and you will be able to filter the view by this type.
  

Press 'Add' button to finish the process.

Here you can fully customize your contact by:

• changing assigned color or icon,
• turning on/off its availability in navigation menus and dashboard
• activating/deactivating the contact
• deleting useless types.
  

Important!
Any changes made in this section require reloading the page or clearing browser cache! Changes to contact types are not instant.

If you do not want to reassign the contacts to another type, you can move them to the archive, to do so, simply select 'Move to Archive' option.
Still, you will have to choose a type for contacts. It will be used in case you decide in future to restore these contacts from the archive.

Select permissions for each existing role.

Select the one you need and 'Update' the settings.

A list of available fields that can be included in the file to either import or export are available underneath.
Important!
It is required that you use only the fields that are visible underneath. In case you name your columns in any other way, the import action will fail!

A file with uploaded list of contacts will be available shortly.
Note: you can upload files of 'csv', 'xls', 'xlsx' or 'ods' format only.

In your CRM for WHMCS you may now generate sample web forms which you can then locate in your external sites. Your customers then will fill out their data
which will be automatically delivered into your CRM. Creating new contacts is now much faster and easier.

Proceed to 'Settings' → 'Web Forms'. There is a list of all already created web forms. You may edit them or delete at any time.
Here you will also find a raw HTML code of the web form, which must be used to locate it in your desired web site (see action buttons).

Press button marked on the screen to create a new web form.

• Your web form name
• URL of the site where you want to locate the web form (required for CORS)
• Define contact type for a new customer and its initial status.

Additionally, you may select fields that will be visible to fill out. Drag a field and drop in the currently created web form box.

1. Log in to your admin area on your Word Press.
2. Move to 'Appearance' → 'Widgets' and press 'Manage in Customizer'.

3. Select 'Widgets' → 'Content Sidebar'.
4. Press 'Add a Widget' → 'Text'.

5. Title your widget.
6. Paste the HTML code copied from your web form into 'Content'.

Among the graphs, there can be distinguished graphs showing for example: the number of Leads and Potentials per status, new contacts per admin, per month and per day.
Additionally, administrators with extended permissions are able to view statistics of chosen administrators.

In 'Statistics' you can find the overall information such as graphs on Leads and Potentials of chosen status.
See a list of recently added leads/potentials with details such as assigned admins, status or creation date.

Let's check how it works. Press 'Create Notification' to begin.

• Choose its 'Type' from 'Temporary' and 'Permanent'.
• Select importance: 'Normal', 'Information', 'Warning' and 'Danger'.
• Mark administrators that this notification will be displayed to. You may surely select more than one admin.
• In 'Message' field simply type in the text of the notification. It is allowed to use HTML code here.
• Select 'Starting' and 'Ending' dates for 'Temporary' notifications
• 'Confirmation' - if you select this box, administrator will have to confirm reading such notification by pressing 'Accept' button visible on the notification
• 'Hide Once Accepted' - decide whether accepted notification should disappear from the widget

Press 'Create Notification' button when ready.

You may easily edit the notification (you will be moved to creation form where you can make any changes) or delete useless notification.
You will see here information if notifications have been accepted by administrators (if required) and by which ones exactly.

'Accept' your notifications if it is required. Such info boxes like on the screen below will be visible until the specified in the configuration 'Ending Date',
or once accepted if 'Hide Once Accepted' option has been selected. You may easily hide it by pressing icon in the top right corner of the widget.

Press 'Create Mass Message' and fill out the template form.

• Choose a group the messages will be delivered to, these can be single users, groups of users or campaigns.
  
• Select message type: email or SMS (if integrated with SMS Center For WHMCS)
• Enter subject of the message
• Select date when messages will be placed on the list to send (triggered by cron)
• Select user groups/users or campaigns (depending in the chosen target)
• Describe the template shortly
• Create the message
  • Enter the main content of the message, use an advanced tool to edit the input (email only) and available merge fields.

Use action buttons to edit or remove a template.

You need to note that not all data can be migrated due to some incompatibility between systems.
These are:

• follow-ups
• uploaded files

Important! Before you proceed to migration itself, you must always make a backup copy of your database for safety reasons.
In case of any unpredicted issues you will not lose any data and will be able to restore the previous version.

If you fulfill all conditions, press 'Begin Migration' to start the process.

As you can see on the screen below, your support operators can convert tickets directly into Contact Lead.
This way you can track relations with your valuable clients.

Additionally, after pressing 'Details' extended information about the contact will be displayed in a popup.
Note: Any contact can be transferred between being lead and potential from the ticketing system as shown below (blue arrow).

As soon as you install the module, you can originate a call by pressing 'Call Out' button.
If everything is set up correctly, you should see something similar to the screen below.

In the beginning, let's point the differences between privileges groups:

• Full Privileges Group - access to everything. 'Settings' tab is available only for this group.
• Sales Manager - ability to manage each Lead and Potential. Additionally, access to the dashboard with stats of each staff member and ability to export contacts.
• Sales Person - he can maintain only his own Leads and Potentials. Dashboard with only his stats.

On the following screen you can see the settings for each of the groups.

• Full Administrator - Full Privileges Group
  
• Sales Manager - Sales Manager
  
• Sales Person - Sales Person
  

Let's say we have admin X with full privileges and admin Y who has sales person privileges.
1. Admin X obtains a new contact, which is called Company X and creates Lead profile in CRM.
Additionally, he assigns admin Y to the Company X and leaves some notes in the profile.
2. Admin Y can now read these notes and choose newsletters and promotion notifications from email templates.
He sets them as a follow-ups spread over the next two weeks. Luckily, one of the newsletters draws the attention of Company X.
3. They respond to the newsletter, so that, admin Y changes this contact type to Potential.
This way he can track the relation with that contact better.
4. After a few emails with Company X, admin Y decides to prepare an interesting offer for the contact in the form of a quote.
5. Once the quote has been accepted, admin Y creates client account for the contact.
Additionally, owing to the integration with Quotes Automation For WHMCS, he is able to quickly generate the invoice & the order from the quote.
6. The following month a few more offers are accepted, and both your company and Company X benefit from it.
7. All the time admins X and Y can easily track their contact with Company X.
Thanks to the quotes in the contact profile they can see current offers made for Company X.
While notes and files can give more information about progress in making current agreements.

Reminders:

• {$contact.id}
• {$contact.name}
• {$contact.status_id}
• {$contact.email}
• {$contact.phone}
• {$contact.priority}
• {$contact.type_id}
• {$contact.admin_id}
• {$contact.client_id}
• {$contact.ticket_id}
• {$contact.created_at}
• {$contact.updated_at}
• {$contact.deleted_at}
• {$contact.status}
• {$contact.client.id}
• {$contact.client.uuid}
• {$contact.client.firstname}
• {$contact.client.lastname}
• {$contact.client.companyname}
• {$contact.client.email}
• {$contact.client.address1}
• {$contact.client.address2}
• {$contact.client.city}
• {$contact.client.state}
• {$contact.client.postcode}
• {$contact.client.country}
• {$contact.client.phonenumber}
• {$contact.client.password}
• {$contact.client.authmodule}
• {$contact.client.authdata}
• {$contact.client.currency}
• {$contact.client.defaultgateway}
• {$contact.client.credit}
• {$contact.client.taxexempt}
• {$contact.client.latefeeoveride}
• {$contact.client.overideduenotices}
• {$contact.client.disableautocc}
• {$contact.client.datecreated}
• {$contact.client.notes}
• {$contact.client.billingcid}
• {$contact.client.securityqid}
• {$contact.client.securityqans}
• {$contact.client.groupid}
• {$contact.client.cardtype}
• {$contact.client.cardlastfour}
• {$contact.client.cardnum}
• {$contact.client.startdate}
• {$contact.client.expdate}
• {$contact.client.issuenumber}
• {$contact.client.bankname}
• {$contact.client.banktype}
• {$contact.client.bankcode}
• {$contact.client.bankacct}
• {$contact.client.gatewayid}
• {$contact.client.lastlogin}

• {$contact.client.ip}
• {$contact.client.host}
• {$contact.client.status}
• {$contact.client.language}
• {$contact.client.pwresetkey}
• {$contact.client.emailoptout}
• {$contact.client.allow_sso}
• {$contact.client.created_at}
• {$contact.client.pwresetexpiry}
• {$contact.client.ticket.id}
• {$contact.client.ticket.tid}
• {$contact.client.ticket.userid}
• {$contact.client.ticket.name}
• {$contact.client.ticket.email}
• {$contact.client.ticket.title}
• {$contact.field.<fieldID>.id}
• {$contact.field.<fieldID>.type}
• {$contact.field.<fieldID>.active}
• {$contact.field.<fieldID>.name}
• {$contact.field.<fieldID>.description}
• {$contact.field.<fieldID>.data}
• {$contact.field.<fieldID>.options}

• {$followup.id}
• {$followup.resource_id}
• {$followup.type_id}
• {$followup.admin_id}
• {$followup.description}
• {$followup.date}
• {$followup.created_at}
• {$followup.updated_at}
• {$followup.deleted_at}
• {$followup.resource.id}
• {$followup.resource.name}
• {$followup.resource.status_id}
• {$followup.resource.email}
• {$followup.resource.phone}
• {$followup.resource.priority}
• {$followup.resource.type_id}
• {$followup.resource.client_id}
• {$followup.resource.ticket_id}
• {$followup.resource.created_at}
• {$followup.resource.updated_at}
• {$followup.resource.deleted_at}
• {$followup.resource.status}
• {$followup.resource.client.id}
• {$followup.resource.client.firstname}
• {$followup.resource.client.lastname}
• {$followup.resource.client.email}
• {$followup.resource.ticket.id}
• {$followup.resource.ticket.tid}
• {$followup.resource.ticket.userid}
• {$followup.resource.ticket.name}
• {$followup.resource.ticket.email}
• {$followup.resource.ticket.title}

• {$resource.client.id}
• {$resource.client.firstname}
• {$resource.client.lastname}
• {$resource.client.email}

• {$resource.id}
• {$resource.name}
• {$resource.status_id}
• {$resource.email}
• {$resource.phone}
• {$resource.piority}
• {$resource.type_id}
• {$resource.admin_id}
• {$resource.client_id}
• {$resource.ticket_id}
• {$resource.created_at}
• {$resource.updated_at}
• {$resource.deleted_at}
• {$resource.status}

• {$fields.<fieldID>.id}
• {$fields.<fieldID>.type}
• {$fields.<fieldID>.active}
• {$fields.<fieldID>.name}
• {$fields.<fieldID>.description}
• {$fields.<fieldID>.data}

• {$company_name}
• {$company_domain}
• {$company_logo_url}
• {$whmcs_url}
• {$whmcs_link}
• {$whmcs_admin_url}
• {$whmcs_admin_link}
• {$signature}
• {$date}
• {$time}

You will find it in the top right corner of each widget.

Underneath there is an exemplary input of a .htaccess file, which will unblock the connections and methods:

RewriteCond %{REQUEST_FILENAME} !-f
RewriteCond %{REQUEST_FILENAME} !-d
RewriteRule ^(.*)crm.php(.*)$ /admin/crm.php [QSA, L]

<Limit PUT DELETE OPTIONS>
    Order allow,deny
    Allow from all
</Limit>

Please note that admin file may have a custom name, remember to adjust the file input to your naming.

3. If you get an error that 'Directory <your_whmcs>/modules/addons/mgCRM2/app/Storage is NOT Writable. Unbable to continue.' please make sure that this folder has writeable permissions set.