How can we improve WHMCS?

Hi! It would be great to have both systems connected.
Such as tu have the options to create customers on Perfex CRM when creating a customer in WHMCS, with a checkbox to send to Perfex, for example and an option to have it done always automatically, as a choice. In the "add new client" admin page in WHMCS there could be a row for these options connected to Perfex. Also it could be great to select what type of contact are we adding to Perfex: if client, lead and its status.
You could also implement the opposite direction: from Perfex to WHMCS, via the Perfex module.

As above, other triggers and actions would be nice, such as the ones offered by Zapier:
https://zapier.com/apps/perfex-crm/integrations/whmcs
So we don't need to pay extra $19 or $49/month in order to keep our systems connected.

perfex has project management, tasks, quotes, estimates, contracts, proposals and a better ticket system.
All of these should be accessible from whmcs with user sync.

it would also be useful to have the option to use Perfex ticket system instead of WHMCS and have the tickets accessible via whmcs.

I just added another request https://requests.whmcs.com/idea/connecting-whmcs-and-perfex-crm

. please create an integration this is badly required.
Because whmcs does not have sales and workflow operations features (purchase entry, organisation and sales, purchase workflows )

https://help.perfexcrm.com/introduction-to-perfex-crm-modules/

We want to link two systems: WHMCS (where we manage customer orders and support) and Perfex CRM (where we track tasks, team activities, and finances). By connecting both, we can better manage orders, tickets, and employee work. Let me explain in simple steps:

1. Sales Orders from WHMCS to Perfex CRM
Whenever a customer places a new order in WHMCS, the order details will automatically move to Perfex CRM.
In Perfex CRM, we will create a purchase entry (a record for tracking expenses or costs) for that order.
This way, all our new orders are recorded and managed in one place.

2. Recurring Invoices for Monthly Renewals
Many orders, like hosting or services, require monthly payments (recurring invoices).
When WHMCS generates a monthly renewal invoice, this invoice will also sync with Perfex CRM.
Perfex CRM will update the purchase entry every month, so we can track renewals and payments easily.

3. Support Ticket Tracking and Employee Work Hours
In WHMCS, we manage support tickets for customer issues.
However, WHMCS doesn’t show internal details like which employee worked on a ticket and for how long.
By connecting to Perfex CRM:
Each ticket's working hours can be tracked.
Different employees working on the same ticket can log their individual hours.
This helps calculate total working hours for each employee and task.
Perfex CRM can also show:
Tickets that are late or not attended, making it easy to monitor performance.

4. Duplicate Payments and Task Assignments
Sometimes, we accidentally make duplicate payments to data centers (providers). Perfex CRM will help us track and avoid duplicate payments.
Employees can also:
Assign tasks (like fixing an issue) inside Perfex CRM.
Link these tasks to specific orders or tickets in WHMCS.

5. Creating a Workflow for New Orders
We will design a workflow in Perfex CRM to track how orders are processed:
When a new order comes into WHMCS, the workflow will automatically start in Perfex CRM.
An employee can choose the type of order (e.g., hosting, VPS) and assign tasks for it.
Managers can track progress and monitor the entire order process in Perfex CRM.
This system will make sure every order, ticket, and payment is organized and easily monitored.

How This Integration Helps Us

Saves Time: Automates many manual tasks (e.g., copying orders, tracking renewals).
Tracks Employee Work: Monitors how long employees work on tickets or tasks.
Prevents Mistakes: Tracks duplicate payments and missed renewals.
Improves Monitoring: Managers can see which tickets are late or pending and act quickly.
Organizes Workflows: Creates clear steps for processing new orders and tickets.

In short, by connecting WHMCS with Perfex CRM, we can track orders, manage tasks, monitor employees, and avoid errors