Expense Tracking for Contacts + Opportunities
T
Turner Kuell
Our company works with B2B partners and frequently gives gifts, trips, and other things to these partners. We want to track expenses on a contact/opportunity, along with a widget that can report on which contacts are the most expensive or least expensive. This would be a great addition in being able to see if the gifts given to a contact are profitable or at a loss.
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P
Paul Pratt
100% needed. Moxie, a $20/month CRM can do this plus it auto tracks Stripe fees.
D
Daniel Venditti
I would like to see the ability to track expenses on a contact/opportunity level and also on a company level and then when reporting, being able to have the contact expenses roll up into the company