Track income, expenses and sales commissions in one panel. Calculate flat or percentage commissions automatically, and see your cash flow clearly with financial reports.
Income and expense tracking, sales commissions (fixed or percentage) and financial reports.
The finance module answers two questions a sales CRM normally cannot: what did this actually cost us, and what does the salesperson earn? It tracks income and expense, calculates commissions as a flat amount or a percentage on won deals, and — on the Business plan — shows profitability per deal by subtracting the cost of goods and attributed expenses from the deal value. Because it reads the same deals the pipeline writes, nothing has to be re-entered and the sales numbers and the finance numbers cannot drift apart.
Almost every CRM reports revenue, because revenue is the easy number: it is the sum of what you sold. Very few report margin, because margin requires knowing what things cost, and cost usually lives in a different system that the CRM cannot see.
The consequence is a specific and expensive blind spot. The salesperson with the highest turnover is frequently the one discounting hardest, and in a revenue-only view they look like your best performer. The person selling less at full price may be contributing more profit. Without cost prices in the same system as the deals, nobody finds out until the accountant closes the year.
The finance module exists to close that gap inside the CRM rather than after it. It is deliberately not an accounting package — see what this is not below — but it answers the operational questions that decide behaviour: who is profitable, which products are worth pushing, and what everybody is owed at the end of the month.
Income and expense are simple records with a date, an amount, a category and — critically — an optional link to a deal or a customer.
Some of them are written automatically. When a deal is marked won, the cost of the products attached to it is recorded as an expense without anybody typing it, because the product catalog carries a cost price alongside the sale price. Others you enter: rent, advertising spend, subcontractor invoices, one-off costs attributed to a particular project.
The attribution is what makes it useful. An advertising invoice entered as a general expense tells you how much you spent. The same invoice attributed to a campaign, alongside the deals that came from that campaign, tells you whether the spend was worth repeating — and that is the difference between bookkeeping and management information.
Commission is calculated on won deals and attributed to the deal owner. Two models are supported and both are set up once rather than recalculated by hand each month:
| Model | How it works | Typical use |
|---|---|---|
| Flat amount | A fixed sum per won deal | Products of similar value, or high-volume low-variance sales |
| Percentage | A share of the deal value | Variable deal sizes, where effort scales with value |
The reason to keep this in the CRM rather than a spreadsheet is not the arithmetic — the arithmetic is trivial. It is that a spreadsheet is a second copy of the truth. Every month somebody exports the deals, somebody else disputes a figure, and the reconciliation takes an afternoon that produces nothing. When commission is a property of the deal, marking a deal won is also the commission calculation, and there is one number that everybody is looking at.
Most commission arguments are not about the rate. They are about which deals belong to whom and when a deal counted as won. Both of those are already recorded — ownership on the deal, and the stage change with its timestamp in the activity log — so the argument has an answer rather than two recollections.
On the Business plan and above, each deal can show its own profit: the deal value, minus the cost of the products attached, minus any expenses attributed to it.
This requires one thing from you — cost prices on your products — and it is worth doing even if you never look at the report, because the same data drives automatic stock costing when deals are won. Once it is in place, three views become available that revenue alone cannot produce:
For businesses selling services rather than goods, the same mechanism works by attributing costs — subcontractor fees, travel, licence costs — to the deal rather than attaching products.
Finance records are a dataset in the pivot report builder alongside leads, deals, tasks, calls and products. The reports teams build first:
It is worth being direct about the boundary, because assuming otherwise causes a bad surprise later.
This is not an accounting system. It does not produce statutory accounts, it does not file tax returns, it does not manage a general ledger with double-entry bookkeeping, and it is not a substitute for your accountant or your accounting software. It does not handle payroll beyond commission calculation.
What it is: operational financial tracking attached to the sales process. It answers "is this deal profitable", "what do we owe the sales team", "what did this campaign cost and return". Those questions need to be answered weekly by people who are not accountants, using data that already exists in the CRM — which is exactly why they are usually answered badly or not at all.
Most customers export from here into their accounting package rather than replacing it. Everything exports to CSV.
| Symptom | Most likely cause | Fix |
|---|---|---|
| Margin looks impossibly high | Products have no cost price | Cost prices default to zero; set them in the product catalog or import them from CSV |
| Commission missing for a deal | The deal has no owner, or was won before the rule existed | Commission attributes to the deal owner; set it and recalculate |
| Revenue does not match the accountant | Different recognition dates | The CRM records revenue when the deal is won; accounting usually recognises it on invoice or payment |
| Expenses appear twice | Cost of goods recorded automatically and also entered by hand | Won deals write the cost automatically; do not re-enter it |
| A campaign looks unprofitable | Spend attributed, revenue not | Attribute both sides — the deals need the campaign field set, which the lead webhook does automatically |
| Plan | Income & expense | Commissions | Deal profitability | Pivot reports |
|---|---|---|---|---|
| Starter | Included | Included | — | — |
| Growth | Included | Included | — | Included |
| Business | Included | Included | Included | Included |
| Enterprise | Included | Included | Included | Included |
Income, expense tracking and commission calculation are on every plan including Starter. Deal profitability — income and expense attributed per individual deal — starts at Business. See the pricing page for the full comparison.
Set up your workspace in under a minute — free for 14 days.
Create your workspace