SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
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 Salesmate.io + WHMCS without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new or updated ticket created.
Triggers whenever a new order created.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Salesmate.io is a software that connects to WHMCS and automatically imports the orders into the CRM. The module is developed in such a way that it can import orders and mark them as processed in WHMCS. Once the sales staff receives the order, they can create an invoice in Salesmate.io and send it directly to the customer. When the customer pays for the order, the payment is received by the system via payment provider. Once the payment is received, Salesmate.io will mark the order paid and update the invoice in WHMCS.
WHMCS is a hosting contrp panel which can be used to manage websites and billing for hosting, support etc. It allows you to manage a different set of features for a particular client and automate repetitive tasks. For example, you can configure WHMCS to auto-create a new client account when a new order is placed.
The integration of Salesmate.io and WHMCS is done through a plugin which comes with Business version of both products. The plugin tightly integrates both systems so that once an order is created in Salesmate, it gets marked as billed automatically in WHMCS. This way, your sales team does not have to check whether the order has been marked as billed or not.
Integrating Salesmate.io and WHMCS has several benefits which include:
The process to integrate Salesmate.io 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.