Tracking customer spend in contacts
in progress
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.
I
Ivo Dimitrov
I will add here that we need to be able track sales from wordpress purchases made through email campaigns.
R
Robert Diaz
It would be great to see this also with Shopify and Woocommerce integrations.
M
Mathew Koenig
This would be amazing for churches too for donations!
J
Joshua Sanderford
I have several non-profits who use my GHL for their marketing but are currently unable to completely shift from platforms like, "Network For Good" due to Donor tracking.
Specifically the ability to track donations over time, lifetime donations, and if they miss a donation to be able to fire off workflows/notifications to internal and external users and contacts.
S
Sales & Marketing
in progress
T
Tiffany Lopez
YES!!! 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)
C
Chelsea Robson
I would also like to separate the customers into different groups based on either amount sold or number of purchases. Like they get a "fan", "super fan", or VIP icon or something. You could also create a grouping of products that they get a badge for buying them all or missing one.
C
Charles Smith
We really need this!
I'd love to accurately gauge the impact of my emails on sales within GHL.
A great example is Klaviyo and Shopify. Whenever I send an email campaign or set up a flow/automation in Klaviyo, I'm able to see the metrics on opens, clicks, and SALES that were attributed to that email.
This would be a GAME CHANGER if this existed in GHL. I feel like I'm flying blindly with my marketing campaigns or have to take extra steps to tie my sales back to my emails. It should just be easy to click on the emails that were sent and know that I made $2K on one and $50 on another. Especially since the transactions are occurring within the same software.
P
Patrick Allmond
I'll add that there should also be a purchases tab on a contact so you can see every one off and recurring purchase that led to the LTV
R
Rafel Mayol
Yes! Even shopify takes care of that and its not really a CRM
Load More
→