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CRM
CRM
The WHMCS CRM Module is your all-in-one solution for managing leads, prospects, and clients—directly within WHMCS. Automatically capture new contacts through web forms, assign them to your sales team, and schedule follow-ups with calendar-based reminders. Easily create and manage contact profiles, log communications, and generate quotes that can be sent with a click. Track every step of the sales pipeline with customizable stages, tags, and notes to stay organized and efficient. Launch email or...
WHMCS Expense Tracker
WHMCS Expense Tracker
Efficiently manage and streamline all your business expenses, whether one time or recurring. Gain clear visibility into payments, vendors, and currencies, and make informed decisions with interactive, real-time reporting tools.