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CRM for WHMCS — Demo

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CRM for WHMCS

Outstanding (CRM invoices) 37,450.00 SAR
128
Total Leads
214,800
Open Pipeline (SAR)
17
Open Tasks
4
Overdue Tasks
Leads by Stage
New41
Contacted33
Qualified22
Proposal15
Won12
Lost5
Recent Activity
  • call Discovery call — Al Rajhi Tech · 2h ago
  • email Sent proposal PRO-0042 — Gulf Cloud · 4h ago
  • meeting Demo booked — Muscat Net · yesterday
  • note Budget confirmed 60k SAR — Al Rajhi · yesterday
  • won Deal closed — Nile Hosting (40k EGP) · 2d ago
  • email Invoice INV-00039 paid in full · 3d ago
NameCompanyEmailStatusValueLinked Client
NumberTitleLeadStatusValid UntilTotal
PRO-0042Managed WHMCS Hosting — AnnualGulf Cloud LLCSent2026-06-1548,300 AED
PRO-0041Migration & Dedicated StackAl Rajhi TechAccepted2026-05-3071,300 SAR
PRO-0040Reseller Platform SetupDoha ServersDraft2026-06-2024,150 QAR
PRO-0039Cloud Backup RetainerNile HostingAccepted2026-05-1040,000 EGP
NumberCustomerStatusTotalPaidBalanceDue
Payments are recorded against CRM invoices. Outstanding balances feed the dashboard and reports automatically.
DateInvoiceCustomerMethodReferenceAmount
Items Catalog
NameDescriptionUnit PriceTaxStatus
Managed WHMCS Hosting — AnnualFully managed, SLA-backed30,000.0015%Active
Migration & OnboardingFull data migration + setup10,000.0015%Active
Priority SLA Support4-hour response, 24/72,000.0015%Active
Reseller Platform SetupWhite-label reseller stack18,000.0015%Active
Cloud Backup RetainerOff-site daily backups3,500.0015%Inactive
Billing Companies
Hostting LLC Default
Riyadh, Saudi Arabia
VAT 3001234567
billing@hostting.net
Signatory: A. Elnashar — Managing Director
Hostting FZ-LLC
Dubai, UAE
VAT 100456789012345
uae@hostting.net
Signatory: Finance Dept.
Tasks & Reminders · click a row to toggle done
TaskLeadPriorityDueStatus
186,400
Invoiced
148,950
Income
37,450
Unpaid
29,200
Expenses
119,750
Net Profit
LeadInvoicedIncome (Paid)UnpaidExpensesNet Profit
Al Rajhi Tech62,00062,00008,40053,600
Gulf Cloud LLC48,50030,00018,5006,20023,800
Nile Hosting40,00040,00009,60030,400
Muscat Net35,90016,95018,9505,00011,950
TOTAL186,400148,95037,45029,200119,750

Income = payments received on CRM invoices linked to each lead. Unpaid = outstanding balance on non-cancelled invoices. Expenses = costs logged on the lead.

Demo settings — read-only in this preview.
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