Hosting and Domain CRM
When renewal dates sit in the technical panel, support correspondence in email and customer history in a spreadsheet nobody looks at, an expiring domain is only noticed once the customer complains.
Package, domain and SSL certificate are each a record; the expiry date sits in a field on them, upcoming expiries fall into a list, and the reminder task is opened from that list.
- Keep hosting package, domain and SSL renewal dates in a record field; let upcoming expiries fall into a list and tie the reminder to that list as a rule
- Follow a customer's history from the first record to today and see the risk of losing them early
- Split support tickets into categories and run them by priority and committed response times
- List customers eligible for a higher package by the package field and open the opportunity record from that list
| Subscription and Renewal Tracking | The package, the domain and the certificate are each a record; the expiry date sits in a field on them, upcoming expiries fall into a list and a reminder task is opened. |
|---|---|
| Customer Lifecycle Management | Every transaction from the first record to today accumulates under the customer card; thinning contact and a downgraded package show up in the report on that history. |
| Technical Support Ticket Management | A ticket is a record; category, priority and opening time are its fields, and the ones that exceed the response time you have committed to are collected in a report. |
| Upsell and Cross-sell Opportunities | The package owned is a field; customers eligible for a higher package are gathered in a list filtered on that field and opened as opportunities. |
In the hosting business a customer is not lost all at once but quietly: first they drop the add-on services, then the tone of their support tickets hardens, and in the end they do not renew their package. Because these three signals show up in three separate places, the departure is understood only after it is over, and at that point there is nothing left to do.
Rapitek CRM brings the subscription, the support history and the quote record together on the same customer card; when the signals sit side by side the risk becomes visible earlier, and you tie an email or SMS reminder to the list of upcoming expiries as a rule. We build the connection to management panels such as WHMCS, cPanel or Plesk — there is no out-of-the-box module, the connection is built specifically for your project over the REST API and its scope is defined in the project.
The scope of the plans and the separately priced items are written on the pricing page.
