89
Tracking customer spend in contacts
planned
T
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.
S
Sales & Marketing
planned
B
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.
M
MrGEO Almaguer
I really wish with all my heart this gets implemented !!
S
Sales & Marketing
under review
S
Sales & Marketing
J
Joe Brown
This is a good idea! Plus how can we pull purchases from Woo and Shopify.
J
Jeanette De Witt
I agree. I had an Infusionsoft in the past and this was a nice feature
K
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.
G
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.
H
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.
M
MrGEO Almaguer
Henry Gilliam [Agency]: yes !! Plus a total of sales made to the client as well !!
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