Sales · Expense tracking
Expense tracking
Log spend, including ad spend, against your revenue. Part of DigAI’s sales tools and connected to the same contact record as every other module.
1
record per customer, across every module
₹
deal value tracked at every stage
100%
of payments tied to a deal
Illustrative
How it works
- 1
Turn it on
Open Expense tracking from the sidebar — it’s already included in your workspace.
- 2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
- 3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.
What Expense tracking does
Built into the platform
Expense tracking uses the same contacts, tags and permissions as the rest of DigAI — nothing to sync.
Works with workflows
Events can trigger automations, and automations can act on the results.
Visible on the timeline
Activity appears on each contact’s timeline so the whole team has context.
Controlled by permissions
Choose which staff can view or manage it with per-module permissions.
Built into the platform
Try it here — no login
A small, working sandbox of the real thing.
Drag a deal (or use the arrow) — Won revenue: ₹0
New 2
Anjali Menon
Vikram Singh
Proposal 1
Lakshmi Rao
Won 0
Plans and limits
| Basic | Pro | Growth | |
|---|---|---|---|
| Expense tracking | |||
| Contacts | 2,000 | 10,000 | 50,000 |
| Staff seats | 5 | 20 | 40 |
| Emails / month | 5,000 | 25,000 | 1,00,000 |
Expense tracking questions
Yes. Every module is unlocked during the 30-day trial, with no card required.
Related features
Put Expense tracking to work tonight.
Set up in minutes. No card required.