Capture leads, send proposals, raise CRM invoices with PDF, record payments and read a live P&L — all inside your WHMCS admin. No external tool, no core file edits, no monthly SaaS bill.
WHMCS is brilliant at invoicing customers you already have. But every lead before that — the proposals, the follow-up calls, the "send me a quote" — lives in spreadsheets, your inbox, and your memory. That's where revenue leaks. This addon closes the gap without bolting on a separate CRM.
No add-on creep, no per-seat pricing. Eleven connected modules ship in a single install.
Live KPIs at a glance — total leads, open pipeline value, outstanding invoices, open & overdue tasks, plus a real-time activity timeline.
Capture, qualify and track leads through New → Contacted → Qualified → Proposal → Won/Lost with searchable filters and deal value.
Build itemised proposals with tax, intro & terms, set a validity date, and track draft → sent → accepted with one-click acceptance.
Issue branded invoices independent of WHMCS billing. Auto-numbered, tax-aware, downloadable PDF, full balance tracking.
Record payments against invoices, manage custom payment methods (bank, cash, card, gateway), reconcile outstanding balances.
Reusable products & services with unit price and tax rate — drop them into proposals and invoices in a click.
Multi-company billing entities with logo, VAT number, signatory & signature for compliant, professional documents.
Assign follow-up tasks with priority & due dates. A daily cron flags everything due soon so nothing slips.
Income vs expenses per lead — invoiced, paid, unpaid, costs and net profit — date-filterable with CSV export.
Convert a won lead into a real WHMCS client in one click. No re-typing, no copy-paste, no duplicate data.
SAR, AED, KWD, QAR, BHD, OMR & EGP plus USD/EUR/GBP. Full Arabic + emoji storage (utf8mb4), RTL-aware documents.
Native WHMCS access-control roles, CSRF-signed forms, scoped uploads. Enterprise-safe by design.
Native admin styling, zero learning curve for your team. Here's what they'll actually use every day.
Because it's one tab away from the invoice your staff are already raising. Search by name, email or company; filter by stage; see deal value and the linked WHMCS client without leaving the page.
| Name | Company | Status | Value | Client |
|---|---|---|---|---|
| Khalid Al-Otaibi | Al Rajhi Tech | Qualified | 62,000 SAR | — |
| Sara Mansour | Gulf Cloud LLC | Proposal | 18,500 AED | — |
| Omar Haddad | Nile Hosting | Won | 40,000 EGP | #1043 |
| Fatima Al-Sabah | Kuwait DataCo | Contacted | 9,200 KWD | — |
| James Carter | Cedar Web UK | New | 5,400 GBP | — |
| Noura Al-Farsi | Muscat Net | Won | 7,800 OMR | #1051 |
Every payment recorded and every cost logged rolls into a true P&L. Filter by date range, see net profit per deal, and export the whole thing to CSV for your accountant.
| Lead | Invoiced | Income | Unpaid | Expenses | Net |
|---|---|---|---|---|---|
| Al Rajhi Tech | 62,000 | 62,000 | 0 | 8,400 | 53,600 |
| Gulf Cloud LLC | 48,500 | 30,000 | 18,500 | 6,200 | 23,800 |
| Nile Hosting | 40,000 | 40,000 | 0 | 9,600 | 30,400 |
| Muscat Net | 35,900 | 16,950 | 18,950 | 5,000 | 11,950 |
| TOTAL | 186,400 | 148,950 | 37,450 | 29,200 | 119,750 |
Auto-numbered from your own prefix, tax-aware line items, multi-company headers with logo & signature, and a downloadable PDF — completely independent of WHMCS's own billing engine.
| Description | Qty | Unit | Tax | Total |
|---|---|---|---|---|
| Managed WHMCS Hosting — Annual | 1 | 30,000 | 15% | 34,500 |
| Migration & Onboarding | 1 | 10,000 | 15% | 11,500 |
| Priority SLA Support | 1 | 2,000 | 15% | 2,300 |
The #1 reason hosting providers refuse third-party modules is upgrade risk. This one is engineered so that risk doesn't exist.
All data lives in dedicated mod_crm_* tables. No patched WHMCS files — survives every WHMCS upgrade untouched.
Deactivate any time and your CRM data is preserved, not dropped. Re-activate and it's exactly as you left it.
CSRF-signed forms, native WHMCS role access control, scoped file uploads, prepared queries throughout.
Built and tested for the current WHMCS generation on modern PHP 8.x — not a legacy port.
Arabic, emoji and mixed RTL/LTR content store and render correctly across every table.
Standard WHMCS addon. Upload, activate, assign roles — running in under five minutes.
A perpetual licence with a year of updates & support. Use it on your production WHMCS for as long as you run it.
One-time payment. No subscription. Renew support & updates after year one if you want them.
No. It's a pure addon module — it never modifies WHMCS core files. All data is stored in its own mod_crm_* tables, so WHMCS upgrades don't affect it and it doesn't affect them.
It's preserved. Deactivation is intentionally non-destructive — no tables are dropped. Re-activate later and everything (leads, invoices, payments, tasks) is exactly where you left it.
Yes. SAR, AED, KWD, QAR, BHD, OMR and EGP are built in alongside USD, EUR and GBP, with per-lead currency support and full utf8mb4 (Arabic/emoji) storage.
WHMCS invoices bill existing clients on recurring products. CRM invoices & proposals cover the pre-sale stage — quoting prospects who aren't clients yet — with their own numbering, branding and PDF, then convert the won lead into a real WHMCS client in one click.
Yes — there's a fully interactive demo you can click through right now, and we can arrange a guided walkthrough on request. Email admin@hostting.net.
It uses CSRF-signed forms, native WHMCS access-control roles, scoped uploads and prepared database queries throughout. It's designed to sit on a live billing server.
Click through the live demo, then reach out — we'll get you licensed and installed the same day.
or email us directly at admin@hostting.net