Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
It's easy to connect Agile CRM + WHMCS without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Agile CRM is a software solution for businesses to manage customer relationships. It is a web-based, cloud-based application used to streamline and automate the sales, marketing, support, and customer service functions of a business. As Agile CRM is a cloud-based solution, it scales easily and provides data from anywhere in real time.Agile CRM is integrated with WHMCS, which is a billing system for hosting providers. It offers features like online payments, credit card processing, recurring billing, and more. WHMCS helps companies to increase their revenue by providing functionality to sell hosting packages.WHMCS was founded in 2004 by Tjerk Van Der Knijff and currently has offices in the US and Europe. The software has been translated into more than 20 languages.WHMCS recently launched version 10 of its software. It features a new user interface and dashboard and first integration of Agile CRM with WHMCS.I. Features of Agile CRM:
M. Agile CRM allows you to add custom fields of different types like textbox, dropdown, checkbox etc for each entity like account, contact, lead etc. You can also add custom fields for different modules like Opportunities, Products etc. This feature enables you to keep track of all information about an entity at one place rather than going through different modules like Leads, Accounts etc.II. Features of WHMCS:
G. WHMCS offers an extensive knowledge base which contains articles related to hosting industry written by experienced people working in this industry along with articles related to WHMCS software features written by experts working for the software company itself. This knowledge base also includes articles written by clients using the software which helps other clients as well who are facing similar problems or trying to achieve similar goals through this software solution provided by the company itself saving them from searching extensively on internet for answers or solutions regarding their problems or questions related to this software solution offered by this company.WHMCS also has a forum where clients can ask questions related to WHMCS software or hosting industry in general so that experts working for the company or other users who already know how things work in hosting industry can help them solve their problems or doubts regarding hosting industry easily without having to waste their time searching extensively on internet for answers related to their questions. This forum also helps experts working for the company themselves because if they get more queries related to any particular topic while helping clients on forum then they can post articles related to that particular topic on knowledge base so that other clients can read those articles while searching about that particular topic on knowledge base rather than asking same question repeatedly hence saving time of both clients and experts working for this company improving customer experience while using this software solution offered by this company itself.III. How Integration between Agile CRM and WHMCS will Benefit both Companies?Agile CRM will benefit from integration with WHMCS because it will give them an option of integrating their cloud-based application with WHMCS billing system which will allow them to take payments from customers through various payment gateways rather than just credit cards or PayPal balance which might not be sufficient especially when orders are placed from far away countries where cost of transactions would result in insufficient amount in PayPal account hence resulting in cancellation of order/order being placed again by customer at later date when sufficient amount is added in his PayPal account due to which customer might lose trust on company's services/products offered thereby resulting in loss of revenue for company offering services/products due to decreased customer loyalty towards it's services/products..WHMCS will also benefit from integration between Agile CRM and WHMCS because it will allow them to sell hosting packages through Agile CRM having all features available in Agile CRM combined with features offered by WHMCS including integration with payment gateways so that payment gateway integration is not required separately thus reducing cost associated with it..WHMCS will also benefit from this integration because it will help
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