WebStamp CRM
Client portal & invoicing suite

Welcome back

Sign in to manage customers, subscriptions, and invoices.

Demo: admin@example.com / password
Dashboard
Overview and performance snapshots.
Revenue this month
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Completed jobs this month + paid subscriptions
Costs this month
--
Total incurred costs this month
Profit this month
--
Revenue this month minus costs this month
Jobs
--
Open or invoiced
Subscriptions
--
Recurring monthly
Weekly profit (2026)
Jan 1, 2026 to Dec 31, 2026
Loading weekly profit...
Recent invoices
Latest billing activity
Invoice Status Amount Due
Loading invoices...
Quick actions
Stay on top of work
Customers
Manage customer profiles and portal access.
Name Email Billing Totals Actions
Loading customers...
New customer
Create or update customer details.
Portal login is auto-created using this email. Default password: WebStamp123
Customer
Email
Billing address
--
Notes
--
Total spent
£0.00
Sum of all jobs
Monthly recurring revenue
£0.00
Subscriptions per month
Active subscriptions
0
Currently active
Jobs
Work history for this customer.
Billable ID Description Cost Status Completed
Loading jobs...
Subscriptions
Recurring services.
Billable ID Description Monthly Status Next invoice
Loading subscriptions...
Websites
Quick login links for this customer.
No websites yet
Add one to enable quick login.
Add website
Store a login link (no passwords).
Jobs
Track one-off work and invoice status.
Billable ID Description Customer Cost Status Actions
Loading jobs...
New job
Capture work requests and status.
Subscriptions
Monthly recurring billing plans.
Billable ID Description Customer Monthly Status Next invoice Actions
Loading subscriptions...
New subscription
Set recurring services and pricing.
Monthly tracking
Track status and paid/unpaid by month.
Month Status Payment Actions
Select a subscription to track months.
Costs
Track expenses and attach receipts.
Date Description Amount Type Receipt Actions
Loading costs...
New cost
Add expenses with receipt files.
New invoice
Add line items and set due dates.
Line items
Use the Billable ID shown in the Jobs and Subscriptions tables.
Invoices
Create, send, and download invoices.
Invoice Customer Total Status Due Actions
Loading invoices...
Brand settings
Upload a new logo for the top navigation.
Email delivery
Use SMTP2GO API for invoice sending.
Invoice payment details
Shown on generated invoice PDFs.
Profile
Update your admin contact details.
Staff users
Create staff accounts with full CRM access (no admin controls).
Name Email Created
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Reset password
Choose a new account password.
Your invoices
Download or review billing history
Invoice Status Amount Due Actions
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Your websites
Quick login links
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Please wait.
Your jobs
All one-off jobs on your account
Description Cost Status Completed
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Your subscriptions
All recurring services
Description Monthly Status Next invoice
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Support
Send us details so we can troubleshoot quickly.
Account settings
Update your portal details and password