We need to be able to go to customer profile in the CRM and see how much they've spent with us. It would be amazing if there was also a 'filter' option to see physical products vs digital products vs services, or the whole total. Also need to be able to filter by time (mtd, qtd, ytd, last year etc... OR custom dates). AND we need to be able to create smart lists to segment based on amount spent (like to send a Christmas gift to every client/customer who's spent over $5K with me this year, for example)