Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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
Vtiger + Google CalendarCreate detailed Google Calendar events for new Vtiger CRM event Read More...
It's easy to connect Vtiger + WHMCS without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Vtiger is a CRM (customer relationship management. system. It is used by small and medium businesses to manage customer data and interactions in an organized way. It has three main components. Vtiger CRM, Vtiger ERP and Vtiger Mobile.
WHMCS is a billing and automation system for web hosting companies. It automates the provisioning and management of services and the cplection of money for those services. The system is open-source and can be downloaded from the official website. www.whmcs.com.
Integration of Vtiger and WHMCS allows you to integrate all your sales data with your CRM. You can use this integration to generate reports about sales transactions, customer accounts and other useful information. This allows you to plan your work more efficiently, improve customer care and avoid annoying situations when you don’t know who your customers are or what they paid you for.
The benefits of integrating Vtiger and WHMCS can be divided into five categories. financial, technical, operational, marketing and security.
Financial advantages. integrating Vtiger and WHMCS helps you identify the most profitable clients, what products they buy from you, how much you sell to them and so on. You can use this information to attract new clients based on their preferences, to increase the average order value for existing clients, to optimize your price lists and to personalize your marketing campaigns. Technical advantages. if you have a user-friendly interface, users will find it easier to operate the system. If you have a server-based architecture that uses pre-created modules for a variety of functions, then integrating Vtiger and WHMCS will be easier too. Operational advantages. if you have integrated Vtiger and WHMCS, you will get a detailed report on all activities related to your business, including sales, marketing, support, invoicing etc. This report can help you make informed decisions about your business processes. Marketing advantages. there are two main ways to use customer relationships in marketing campaigns. 1. you can keep track of your customers’ preferences and offer them personalized offers; 2. you can use customer profiles to create targeted advertising campaigns that reach only the people who might actually want your product or service. Security advantages. by integrating Vtiger and WHMCS, you will get precise information about when, where and how often your customers access their personal accounts. This information can help you prevent unauthorized access or detect suspicious activity in your system.
The integration of Vtiger and WHMCS can bring many benefits to your business. It allows you to keep track of all information related to your clients in one place, which makes it easier to run your business efficiently. For more information about this spution, contact us at [email protected]
The process to integrate Vtiger 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.