Client Management is a large part of what the WHMCS software does and therefore this is quite a large section of documentation. When viewing a client's details a number of tabs are displayed such as Summary, Profile, Products/Services, Domains... Below is a description of each tab of the client management area to aid in finding what you need.
Products are organised on the order form by group, as each group has a separate page, this means products can be split into categories or across several pages for ease of display. For example you may wish to list your shared hosting plans on a separate page to the reseller plans. Clients can switch between groups on the order form or you can link to them directly.
The integration with Google Analytics available through WHMCS includes full support for E-commerce Tracking. Google Analytics E-commerce Tracking provides data and metrics to Google Analytics that allows for tracking of sales and conversions and order line items giving you detailed insights into product performance, conversion rate, average order value and more.
How We Do it?
- Billing and automation are one of the strong points of the WHMCS web hosting software. Of course, there are other better marketing and billing automation tools but none of them are dedicatedly optimized for the hosting company preferences.
- WHMCS web hosting software also allows you provide support to your customers. The customer can raise tickets and register their complaints.You also get chat support feature in this platform. You can manage and assign tickets to the available agents.
- With WHMCS you can give a unique look to your cPannel, WHMCS is flexible and developer friendly, it provides you well-documented support for integrating cPanel with the WHMCS.
- A real time-saver. WHMCS ensures automation throughout the entire billing process from invoice generation and account creation to payment processing and notifications sending.
- Hard to integrate your product packages and capsules into a WordPress website without using a couple of workarounds.
- As cons i must say it's not too intuitive, it you will need to read the documentation in order to do some tasks.