Help Us Build the Last WHMCS CRM You’ll Ever Need: What Features Are Must-Haves?

[Bongsky Technologies]

Part 1: The "Feature Priority" Questions

Before talking about money, get them to rank what they actually need.

• "If you could only pick THREE, which features would make you switch from your current spreadsheet or third-party CRM to an internal WHMCS module?"
  • [ ] Lead/Prospect management (separate from clients)
  • [ ] Visual Kanban Sales Pipeline
  • [ ] Staff @mentions and internal collaboration notes
  • [ ] Automated Follow-up/Drip emails for "Abandoned Carts"
  • [ ] WhatsApp/SMS integration for lead alerts
• "What is the biggest 'workflow killer' in WHMCS today that this module should fix?"

Part 2: The "Pricing Strategy" Questions

This is where you gauge their budget. Be direct but offer options.

• "How would you prefer to pay for a high-quality CRM Addon?"
  • One-Time License: Pay once (e.g., $150 - $300) with 6 months of updates.
  • Monthly Subscription: Low entry cost (e.g., $10 - $20/mo) with ongoing support.
  • Annual Plan: A discounted yearly rate (e.g., $100 - $180/year).
• "WHMCS has moved to client-based pricing. Should a CRM module do the same, or should it be a Flat Fee regardless of how many leads you have?"
• "What is the 'Sweet Spot' price for a module like this?"
  • Option A: $49 (Basic: Leads & Notes)
  • Option B: $99 (Pro: Pipeline & Automations)
  • Option C: $199+ (Enterprise: Multi-staff, API, Marketing Tools)

Part 3: The "Competitive Comparison" Question

• "Market leaders like ModulesGarden charge ~$350 for a lifetime CRM license or ~$35/month for a bundle. To win your business, does our module need to be cheaper than them, or just easier to use?

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