connecting whmcs functionality

with benefits of bitrix24

features of WHMCS & BITRIx24

CLIENT'S ACCOUNT

The system integrates with the client’s personal account, so any changes in the account are automatically synchronized with Bitrix24. In addition to the main data (full name and customer contacts), information on all ordered services and invoices is synchronized with CRM. 

The client can see his orders and add new ones, receive invoices and track their status, communicate with the support team, see the latest news and receive letters directly from his personal account.


EVENTS IMPORT to CRM

Information about events now goes from WHMCS to Bitrix24.CRM (invoice issued, paid or expired, the package is activated or blocked, a new order or service cancellation).

Depending on the client's status will be configured automatic tasks: make a call with a reminder, send a newsletter with a profitable offer, etc.


TICKETS EXCHANGE (two-way)

Open in WHMCS ticket is immediately goes to Bitrix24 and the manager automatically receives the Task.

Manager can answer to the client in Bitrix24 and client receive the answer in WHMCS Client Panel.




invoices CAN BE SENT DIRECTLY
FROM BITRIX24 TO WHMCS

A manager can invoice a client directly from CRM, and a document will be instantly sent to the billing system.



INTEGRATION BITRIx24 WITH TELEPHONY

Now receiving a call from a client, you can see all the information about your previous communication and the services provided.

KNOWLEDGE BASE

FIND OUT MORE IN THE KNOWLEDGE BASE

Read more

how it works?

case study

CRM FOR SERVICE PROVIDER

An example of implementation and use of a comprehensive solution for Internet, hosting and other service providers with workflow automation (sales, service delivery, customer service, analytics and more).

FUNCTIONALity

✔ Sales organization
✔ Accounting and customer service
✔ Exchange information with external IT systems
✔ Reports and analytics

tools

✔ Bitrix24
✔ WHMCS
✔ WHMCS & Bitrix24 integration module

one solution for all your task

SALES PROCESSes

Organize the orders receiving from all possible channels (website, social networks and messengers, chats, phone) in a one place - CRM.

Service delivery AND PAYMENTS receiving

Invoice the client automatically while ordering and supply the customer with service immediately after payment. Activate, suspend or cancel the service depending on the status of payment.

CUSTOMER SERVICE SYSTEM

CRM saves all information about the client, including the history of communication. This allows you to make resales and cross-sales, use email-marketing campaigns, recognize the client by telephony and much more.

PROCESSING tickets (reqestS to sUPPORT)

A client from your personal account will be able to contact technical or customer support, all calls will be recorded in CRM to create a complete image of the client.

DATA EXCHANGE

Automatization of the services delivery and status changing ,
for example, integrating physical servers with a cloud service is your competitive advantage and customer loyalty.

REPORTS AND ANALYTICS

Invoices are imported into CRM from the billing system for further analysis. This allows you to create reports on managers (activity, sales performance and turnover), by type of service or product.

step 1

SALE OF SERVICES

The client falls into a certain sales funnel depending on how the order is made:
by the site, CRM-form, online-store, social networks, mail, by phone, etc.

ORDER PROCESSING 

The order came through a form on the website - Lead is generated. 

Before entering the billing system, such orders must undergo certain processing — a sales funnel (for example, complex products, such as a cloud structure building service and other orders that requires discussion). 

An order moves through an individually configured sales funnel, for example, a call to clarify details - a conf call with a technical specialist - preparation and sending a commercial proposal - (clarification or an order change) - invoicing. 

The process is automated as possible due to robots' using. See how it works. 

service delivery

A new order through the Bag generates a Deal in Bitrix24 (or a Lead converts to a Deal in Bitrix24 and creates a new order in billing system). 

After paying the bill, the service is activated. You decide what processes it will be accompanied by (for example, email notification, cloud deployment, sending a message with access data, etc.). 

Integration with external systems to automate the provision of services is based on the capabilities of the Bitrix24 API. Through the API, any information is downloaded from the client or order for an external service and vice versa.

step 2

CUSTOMER SERVICE

All information on the client and orders is in Bitrix24, which means you can use all the features of CRM and, most importantly, automate the after-sales service system. 

Post-sales and after-sales

An automatic funnel for conducting after-sales activities: robots will remind managers of the necessary actions or independently initiate the activity.

Contact Support (Ticket System)

The client open ticket to technical support through a personal account. Each ticket is reflected in Bitrix24 as a task, and the employee can answer the client directly from CRM.

Email-marketing or event newsletters

Send mailings on various events (promotions, special offers, congratulations, notifications, etc.) directly from Bitrix24 on a segmented client base. Conduct customer surveys. Send a mass e-mail, SMS-messages, messages in popular messengers.

Automatic event actions

Analyze the client and the activity (total income, payment history, group of services, support contacting) and assign automatic actions to events. For example, a delay in payment of an invoice for more than X days will start the process of clarifying, charging interest or removing a service on the deadline day.

IP Telephony Integration

No call will be missed. Bitrix24 integrated with telephony captures all incoming and outgoing calls, recognizes calls from already existing contacts (even before the start of the conversation you will know who is calling!) and saves the conversations history in the customer’s profile.

The customer requests processing is organized according to various scenarios, taking into account the client group, type of service and other criteria. 
For each event in the system you can configure an automatic action or a whole business process.

step 3

REPORTS AND ANALYTICS

Data Synchronization (invoices, payments, etc.) between systems allows you to build complete reports on products and services, managers' efficiency, as well as make predictive calculations.

No more words, show me how it works!
Leave a request for a product presentation and evaluate the work of the solution in action.

HOW MUCH DOES IT cost to AUTOMATE your BUSINESS?

integration
module


FREE
 

  • ✓ Module License 
  • Self installation of module
  •  Upgrade To Open Source Version


INSTALLATION
of the solution


€100
or FREE with the purchase of Bitrix24

  • ✓ Solution installation   
  • ✓ Basic setup
  • ✓ Contact base import
  • ✓ Synchronization of systems

SUPPORT
of the SOLUTION


€900 

  • ✓ Solution installation
  • ✓ Annual support package
  • ✓ Module settings and updates throughout the year 
  • ✓ Consultations and solving technical problems

Implementation of BITRIX24 OR WHMCS


PRICE BY REQUEST

  • ✓ System Setup 
  • ✓ Analysis and automation of business processes

Custom features (your scenario)


PRICE BY REQUEST


  • ✓ We adapt the solution to the needs of your company

processing 
user requests


ORGANIZATION OF 
SUPPORT SERVICES WORK 


invoicing AND
ACCEPTANCE OF PAYMENTS

EASY MULTIFUNCTIONAL CRM


SALES AUTOMATION


MANAGERS' WORKFLOW ORGANIZATION (TASKS, CALLS)

LEAVE YOUR request AND WE WILL CONTACT YOU

ALSO TRY 
OUR cloud automation module for whmcs - ione


IONe is an open-source development kit for automation of cloud infrastructure based on OpenNebula.
Manage clients and payments, provide automatic data access, launch your own PaaS and automate more with iONe. 

WATCH VIDEO HOW IONE WORKS

Expert experience

MORE THAN 16 YEARS ON THE MARKET

Support

24/7 


Gold partner

BITRIX24