WHMCS CRM Addon Features

Lead Management
Role Management
Measure Performance
Automation
Marketing Tools
Customization

WHMCS Account Manager Addon Features

Shuffle Client List

Randomly shuffle clients of a particular account manager to multiple account managers by just entering the number of clients.

Search A/C Manager

Get account manager of a particular client by entering email ID of client.

Search Client

Get information about clients of a particular account manager with their name, email ID & contact number.

Shuffle A/C Manager

Shuffle clients of one account manager to another with Shuffle Client feature of Account Manager Addon.

Shuffle Unassigned Client List

Assign the unassigned clients randomly to account manager/s by entering the number of clients corresponding to each Account Manager.

With WHMCS Account Manager Addon, you can effectively manage your clients by assigning account manager to them. It will help you in maintaining relationships with clients & delighting them with personalized account manager to handle their needs.

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