CRM For WHMCS
Contents |
About CRM For WHMCS
| CRM For WHMCS is a module |
- Addon Module Features:
| ✔ |
| ✔ |
| ✔ |
- General Info:
| ✔ Multi-Language Support |
| ✔ Supports WHMCS V5 and Later |
Installation
| This tutorial will show you how to successfully install and configure CRM For WHMCS. We will guide you step by step through the whole installation and configuration process. |
Installation
| 1. Log in to your client area and download CRM For WHMCS. |
| File:CRM 1.png |
| 2. Upload and extract the module into the main WHMCS directory. Files in your WHMCS directory should look like on the following screen. |
| File:CRM 2.png |
| 3. When you install CRM for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/mgCRM/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' . |
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| 4. In order to configure your license key, you have to edit the previously renamed 'license.php' file . 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' . |
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| 5. Additionally, set up 'uploads' folder as writable. Folder is located in 'your_whmcs/modules/addons/mgCRM/' . |
| File:CRM 5.png |
Activate The Addon
| 6. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules' . Afterwards, find 'CRM' and press 'Activate' button. |
| File:CRM 6.png |
| 7. In the next step you need to permit access to this module. To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes' . |
| File:CRM 7.png |
Basic Configuration
| 8. Now, you have to set up cron job. Cron job can be found at CRM addon → 'Settings' → 'Cron'. We advice to set up the cron as often as you wish to send email notifications. |
| File:CRM 8.png |
| 9. You have just successfully installed CRM For WHMCS! You can access your module at 'Addons' → 'CRM' . |
| File:CRM 9.png |
Configuration and Management
| CRM For WHMCS is a module which allows you to quickly display clients' details across the WHMCS.
Additionally, you can easily configure access to the clients' information depending on the admin role. |
Settings
| Due to wide variety of possible configurations, we starts the 'Management' section with 'Settings' sub-section to explain them to you. In 'Settings' page of the module you can check current module status, enable major features and define follow-ups settings. |
| File:CRM 10.png |
Under Module Status you can find current status of:
General Settings enables you to decide whether to enable potentials, quotations and admin assignment across the CRM. |
| File:CRM 11.png |
| Follow-ups Settings allows you to define follow-up types (used to sort follow-up in the Lead/Potential page) and email templates used for admin notifications. You can set up admin notification email templates upon creation of a new follow-up, edition of a follow-up and sending follow-up to the client. |
| File:CRM 12.png |
API
| Our module allows you to connect with it and command various operation through API. All available commands are listed in the 'API' page which can be accessed in 'Settings' → 'API'. |
| File:CRM 13.png |
Cron
| In 'Cron' page you can find all the information about the cron such as its path, last run date and interval between cron runs. |
| File:CRM 14.png |
Custom Fields
| 'Custom Fields' enables you to define custom fields for Lead and Potential, and define whether they are required or not. Additionally, you can manage existing fields and change their order through using buttons in the 'Actions' column. |
| File:CRM 15.png |
| Each field regardless of its type has its name, description, visibility in Lead and Potentials details, and obviously its type. Additionally, depending on the chosen type there are additional options available:
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| File:CRM 16.png |
Field Views
| 'Field Views' allows you to define default order and visibility of fields in the main pages of Leads and Potentials. To change order, drag & drop field to desired position. |
| File:CRM 15.png |
Email Templates
| Here you can view list of a previously created templates and edit each of them. Additionally, you are able to create a new CRM email template, which afterwards can be used for follow-ups. |
| File:CRM 15.png |
| As you can see, you was moved to a default WHMCS email templates creation form. Save the template when you complete it. |
| File:CRM 15.png |
| CRM email templates can be also viewed, edited and removed as any other custom email template Simply, proceed to 'Setup' → 'Email Templates' , they are stored under 'CRM Messages' section. |
| File:CRM 15.png |
Impor/Export
| Our module enables you to export and import your Leads and Potentials. This way you can migrate them between two WHMCS systems and made a backup of your Leads, Potential and contacts stored in archive. |
| File:CRM 15.png |
| In order to export contacts, press 'Download As CSV' under 'Export' section. |
| File:CRM 15.png |
| 'Import' section contains last uploaded import file as well as possibility to upload a new one. Imported file will not affect contacts for as long as you press 'Import' . Contact from the imported file will be added to your Leads and Potentials. |
| File:CRM 15.png |
Dashboard
| In 'Dashboard' you can see overall information such as scheduled follow-ups, latest Leads and Potentials and graphs concerning Leads and Potentials. Among the graphs, can be distinguished graphs such as amount of Leads and Potentials per status, new contacts per admin, per month and per day. |
| File:CRM 15.png |
| From the 'Dashboard' you can quickly reschedule any follow-up or even remove them completely. |
| File:CRM 15.png |
| Additionally, for graphs of new contacts per year and per month you can view different time periods. To do so, simply choose desired time period and press refresh button as shown below. |
| File:CRM 15.png |
Tips
Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |