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Sales Call Scheduler

Anonymous shared this idea 6 years ago
Under Consideration

We would like this type of functionality. We also like to call

our customers a few times per year, and also have been just putting a

'NOTE' in, but we would like this to be much more functional than just

that.

For example - we'd like to have it schedule these calls. If we decide

to call people twice per year, then WHMCS should schedule who to call

this week and track who was and wasn't called - or who was called and

who we couldn't get in touch with. We have about 2,000 clients, so if

we are calling them twice per year, that's about 75 per week or about 15

per day. If we can't contact them by phone, it should note the

dates/times of the attempted calls, and then allow us to email. If

there is a problem or a concern, we can open a trouble ticket (which is

OK) but simply having a 'follow up' scheduler would also be good so that

we could say 'we'll call you back next Wed' and have WHMCS schedule

that for us', so that we don't have to use a separate program for these

things.

http://forums.whmcs.com/showthread.php?45627-CRM-Functionality

Comments (21)

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No modules,... We need native integration.

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Modules for CRM are bad. I am ready to pay for good WHMCS native integration, because referal system is poor,

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I'm also surprised there is still no integration with a third party CRM. Zappier only has one single trigger: new todo.

Can we expect to see progress in this request or should we keep on looking somewhere else?

thanks.