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Transactions

Log sales, refunds, and more against CRM Contacts and Companies

Transactions

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 Zero BS CRM, transactions are stored against each customer, which allows deep analytics dashboards like Sales Dashboard and smart Dynamic Segments.

MAKE SALES

What is business without revenue? or Non-profits without donations?

TRACK TRANSACTIONS

Information in accounting software is great, but you need it in your CRM

DONT FORGET THE CUSTOMER

Sell sell sell! Yes, but savvy entrepreneurs know that good sales start with people & relationships

Track a range of Transactions

Easily add, edit, or allocate transactions

Whether it's revenue or refunds, digital sales or freelance consultancy deposits. Zero BS 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 Zero BS CRM very easily, or leave that up to one of our transaction-syncing Sync Extensions
(PayPal, Stripe, Envato, WorldPay, WooCommerce)

Comprehensive Transaction edit capacities in Zero BS CRM
Easy access to transaction data against contact or customer

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.

At-a-glance financials for each customer
See which 20% of customers = 80% revenues
Identify your 'whales' or VIP Clients
Custom Fields & Statuses for Transactions

Transactions View

Easily view transactions using the Zero BS CRM view model. Search through transactions via assigned customers, references, notes etc.

Easy to manage transactions list
Multi-select & intuitive design
Easily jump to customers from transactions
Transactions View in the CRM
Use Quickfilters to fast-jump to segments of transactions

Transaction Quickfilters

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.

Fully Customisable Quickfilters
Filter by search, tag, status
Easily segment Transactions

Bleeding-edge Analytics

As well as seeing transactions against each contact or company, Zero BS 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.

Transactions show up in CRM Dashboard, Sales Dashboard, Segments, Contact Record and more

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)

Buy Now
Import PayPal Transactions into Zero BS CRM

PayPal

Automatically sync WooCommerce orders into Zero BS CRM as transactions

WooCommerce

StripeSync copies your stripe customers, subscriptions, and payments into ZBSCRM

Stripe

The True Power of Automation

Transactions in ZBS are a great help to getting your office in order. What's even better though? If all your transactions are automatically pulled in from PayPal, synced from Stripe, or copied from WorldPay, straight into your CRM?

Grab a bundle below and get started with automatic importing of your Transactions (Entrepreneur Bundle bags you all sync extensions)

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entrepreneur

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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