Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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 business
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Triggers when a new lead is created.
Triggers when a new user is created.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers whenever a new ticket is created.
Trigger when invoice updated.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new client or updates an existing one.
Customerly is a system that allows individuals to create their own web-based custom contrp panels.
WHMCS is an excellent billing software which can be used for managing client servers and clients on server. WHMCS is utilized by thousands of companies around the world. It helps in managing your clients’ accounts through different storage options like FTP, SFTP, WebDAV, local disk storage, etc.
WHMCS has a native module which helps you in integrating Customerly with WHMCS. It also enables you to work on multiple websites from one location. The integration process includes receiving orders from clients, tracking their orders, performing order processing and providing customer support based on your SLA.
The integration of Customerly and WHMCS has many benefits. We have listed some of them below:
It provides a perfect contrp panel to manage your customers by integrating your existing web service or application with a user friendly web contrp panel. With the adoption of a cloud hosting service, users can also create their own contrp panel and can share their services globally with other users. This way you can have a unique contrp panel for each individual client.
You can provide access to your clients through a single sign-on option. As a result, there will be no requirement to send out additional passwords as all the clients can access their account by logging into one portal. In addition, you can also allow your clients to have access to different applications from the same portal without the need to log-in again and again. This portal will be hosted on the cloud and you can easily give access to users without purchasing additional hardware and software.
By integrating your website with Customerly, you can also make sure that there is no downtime for your business even if your site experiences any problem. You can schedule specific times during which the site will be offline for maintenance and updates. Moreover, you can even schedule automated backups for your data. This way you can avoid any downtime and unexpected crashes.
In this article we talked about the integration of Customerly and WHMCS, its benefits and how it helps in managing your clients. This integration works well with both static and dynamic websites and other web applications as well. The process of setup is very easy and does not take much time. You can also check our online demo which will help you to find out more about the integration process.
The process to integrate Customerly and WHMCS may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.