Tracking customer spend in contacts | Payments

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Tracking customer spend in contacts

planned

Timothy September

It would be awesome if we could see the lifetime spend of each customer inside of the Contacts section. 
With Infusionsoft, if I click on a customer, I can see all of their information, including what they purchased, when they purchased it, if they cancelled, and how long they've been a customer.
What is the purpose of putting the transactions completely separate from the customer?
I understand with automation you could use tags in a way to handle this, but why? That seems rather cumbersome for a basic feature which is already included in most other CRM-style platforms.

December 14, 2022

Sales & Marketing

marked this post as

planned

Blake Butcher

Yes, Infusionsoft does this REALLY well... perhaps even the best when compared with other CRM/Marketing Platforms in it's class.
Basically, Orders are like a separate "Object"... they can be attached to a Contact, meaning they're not required to be imported in from something like Stripe/Shopify.  You can modify/edit the orders as needed (i.e. move the order to another contact, process a refund, modify amount, etc.)
Would be amazing to be able to attach/add/modify Orders/Subscriptions to Contacts... as well as have Reports for searching Orders.

MrGEO Almaguer

I really wish with all my heart this gets implemented !!

Sales & Marketing

marked this post as

under review

Sales & Marketing

Merged in a post:

show invoices sales from contacts profile

MrGEO Almaguer

it will be great to access the total invoices or create an invoice from the contact profile. knowing the total sales per contact will be great

February 1, 2023

February 27, 2023

Joe Brown

This is a good idea! Plus how can we pull purchases from Woo and Shopify.

Jeanette De Witt

I agree. I had an Infusionsoft in the past and this was a nice feature

Kevin Van Liere

I have tried to figure out how to do this using Zapier and it was too complicated. I would love this as well.

Gareth Everson

Data sourced from Stripe, ideally? Or - even better - have Stripe’s or other merchant processors’ revenue recognised and synced to HL’s orders / invoices component.

Henry Gilliam [Agency]

Please build this into the Activity section of the Contact record. I want to be able to see all transactions ever with each customer. I do not need cc #, or bank account numbers. I just need to know if and when customers bought which services and products. Nothing confidential.

MrGEO Almaguer

Henry Gilliam [Agency]: yes !! Plus a total of sales made to the client as well !!

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