You will be able to not only add new contacts and easily alter their status but also create accounts for them directly in the addon.
The module will allow you to send automated notifications, create quotes and notes as well as add custom fields to contacts' profiles according to your needs.
What is more, all the information about the contacts will be shown in a graphic presentation on the 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 our 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'. Afterward, find 'CRM' and press the 'Activate' button.

To do so, click on the 'Configure' button, tick checkboxes to assign desired admin roles.
CRM as a standalone page - if selected, the CRM page will be visible in the 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 the calendar, the list of recently added contacts and last activities.

Press it again to come back to the 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 the 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 the search box and sort by one of the columns.

Here you can define:

• Date - (required) the time when the notifications will be sent.
• Description - (required) a short description of a follow-up, it will be afterward 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 - the admin to whom ToDo entry will be assigned.
  

Reminders for Administrators

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

Reminders for Clients

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

Choose whether you wish to send reminders via email or SMS (if SMS Center For WHMCS is activated) or both.
Once the option is marked and the path is chosen, you need to fill out the details for the chosen reminder, separate for emails and separate for SMS messages.
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 the email subject and content.

You can also select the mailbox from which the message will be sent. These mailboxes are obtained from the CRM 'Outgoing Mailboxes' , WHMCS 'Support Departments' and 'General Settings' sections.
If you do not want to manually select mailboxes every time, you can set the default one in the 'Personal Settings' .

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 the '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 out a new client account details form to complete the quote.
In the second scenario, a client's account will not be created in the process, unless you use the '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.

If you want to create a new ticket for the client manually, click 'Add New Ticket'.

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

It can be also removed by clicking on the dustbin icon.

As you can see, it contains all details you might want to find there.

Using the search option allows you to find logs of actions performed by specific administrators, at a desired time and concerning desired actions.
On the following screen we were looking for logs associated with events of a specific client.

Switch between days, month and week views to have a clear and precise view of 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 a record's reassignment
2. Move to the edition page
3. Delete an 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

In settings part, you may activate alarms which will show pop-up notifications on coming follow ups. Next, follow-up per day, it means that a follow-up can be added within a day, not a specific hour.
You may also choose email template used to notify admins about a follow-up being rescheduled.
Note: Pop-up alarms are sending once per minute. If follow-up starts e.g. at 12:15 the alarm might be shown at 12:14.
Moreover if the 'Follow-ups Per Day' option is enabled then if follow-up starts e.g. 07.08.2017 the alarm might be shown on 06.08.2017 at 11:59 PM.

Additionally you can enable a follow-ups synchronization with WHMCS and the Google calendar
No additional configuration is required for the WHMCS calendar. To configure the Google Calendar, follow the steps described here.

To set up a connection with the Google calendar, go to 'Settings' → 'General' → 'Follow-ups' .
Then, select the Google calendar from the dropdown menu and click on 'Update Settings'. You will see a box to configure the API data.

In 'API Manager' go to the 'Library' and select Calendar API. Accept 'Terms of Service', if shown.

http://yourdomain.com/admin/crm.php/api/settings/general/auth/google/json

Note that your 'admin' folder might also have a custom name.

Press the 'Authorization' button.

Please note that this synchronization will work only for newly created follow-ups and only in a single way, from CRM module to Google calendar.

Also, choose the email address which will be used as default when sending email to a contact.
Available mailboxes will be obtained from the CRM 'Outgoing Mailboxes' , WHMCS 'Support Departments' and 'General Settings' sections.

Drag and drop available fields to create a perfect configuration.

This might be handy if you want to use different mailboxes than those configured in the WHMCS settings. To begin, press the 'Create Mailbox' button.

Press the 'Add Mailbox' button when ready.

Available types and validators for each of the types (seen when editing an 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 contact from client's ticket or a client from a contact, 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 a 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 the '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 the 'Add' button to finish the process.

Here you can fully customize your contact by:

• changing the assigned color or icon,
• turning on/off its availability in the 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 immediate.

If you do not want to reassign the contacts to another type, you can move them to the archive, to do so, simply select the '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' formats 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 the 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.
• Optionally choose administrators who will be informed of the addition of a new client from web form.

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 WordPress.
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 contacts 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 concerning contacts with a chosen status.
See the list of recently added contacts 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 the 'Accept' button visible on the notification
• 'Hide Once Accepted' - decide whether accepted notification should disappear from the widget

Press the '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 the '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 a date when messages will be placed on the list to send (triggered by cron)
• Select groups/users or campaigns (depending on 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.

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 the available types from the ticketing system as shown below (blue arrow).

As soon as you install the module, you can originate a call by pressing the '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 Access Admins - admin role groups that will have access to everything.
• Access Control - admin role groups that will have access to the features specified in the 'Permissions' section.

Let's say we have admin X with full privileges and admin Y who has permissions limited to sales person.

1. The admin X obtains a new contact, which is called Company X and creates a Lead profile in CRM.
   Additionally, he assigns the admin Y to the Company X and leaves some notes in the profile.
   
   
2. The 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 the Company X.
   
   
3. They respond to the newsletter, so that the 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 the Company X, the admin Y decides to prepare an interesting offer for the contact in the form of a quote.
   
   
5. Once the quote has been accepted, the admin Y creates a 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 the Company X benefit from it.
   
   
7. All the time admins X and Y can easily track their contact with the Company X.
   Thanks to the quotes in the contact profile they can see current offers made for the 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.

You can simply edit this file according to your needs, or remove it to force the module to automatically obtain the configuration from your database source.

{
   "collation": "utf8_unicode_ci",
   "charset": "utf8"
}

Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price!
To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.

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.

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 folder may have a custom name, remember to adjust its input to your naming.

Please note that the admin folder may have a custom name.