See how your Business is performing
Record all your transactions against your contacts. See who is the most valuable. Segment based on transaction value and see growth over time.
TRANSACTIONS ARE YOUR LIFEBLOOD
Entrepreneurs and non-profits cannot deny it, without money in we’d all be sunk. Managing your relationships with contacts through a CRM is a huge part of securing the future flow of revenue. With Jetpack CRM, transactions are stored against each customer, which allows deep analytics dashboards like Sales Dashboard and smart Dynamic Segments.
Track a range of Transactions
Easily add, edit, or allocate transactions
Whether it’s revenue or refunds, digital sales or freelance consultancy deposits. Jetpack CRM has transactions covered. When someone pays you through the Client Portal – yep that’ll automatically add a transaction. Part Payment on an invoice? Sure, assign it, that’ll show up on the invoice.
You can add or edit transactions from within Jetpack CRM very easily, or leave that up to one of our transaction-syncing Sync Extensions
(PayPal, Stripe, Envato, WorldPay, WooCommerce)
Contact-focused Transaction Database
Each transaction can be assigned to a contact or a company. You can then see easily at-a-glance where you’re at with each customer or client.
Easily view transactions using the Jetpack CRM view model. Search through transactions via assigned customers, references, notes etc.
Using the sidebar quickfilters you can jump to different groups of transactions quickly (e.g. see only succeeded transactions with that status).
Full transaction tagging system – split up groups of transactions for easy access via tags.
As well as seeing transactions against each contact or company, Transactions forms the backbone of a variety of analytics options. You can get start-up/SaaS/eCommerce metrics with Sales Dashboard, see your revenues at a glance with the CRM Dashboard. You can use transactions amounts to create segments or send emails out to customers.
IMPORT TRANSACTIONS EASILY
Do you use PayPal, WooCommerce, or Stripe? Our suite of Sync extensions automatically import all transactions (and customers) from these platforms, as well as others. This makes it truly “Set and forget”!
Automatic Transaction Import:
PayPal, Stripe, Envato, WorldPay, WooCommerce & more (on request)