Feather CRM - Lightweight CRM for individuals and small teams
Pro Feature

Ledger

Track financial activity tied to your CRM. See revenue, inflows, outflows, and financial summaries connected to the relationships that drive your business.

What it does

The Ledger is your financial activity tracker inside Feather. Instead of switching between your CRM and a spreadsheet to understand revenue, the Ledger keeps financial data where it belongs—tied directly to your contacts, deals, and pipelines.

Track inflows, outflows, and net totals across your portfolio. See at a glance how your relationships translate into real financial outcomes, without leaving your CRM.

Financial Summary

This month
Total Inflows
$12,400
Total Outflows
$3,200
Net Revenue$9,200
Recent Entries
Client A – Project Fee+$4,500
Client B – Retainer+$2,000
Software Subscription-$150

UI examples shown are illustrative only and may not reflect the exact appearance of the live application.

Your choice of complexity

Use it simply, or unlock advanced features. No pressure either way.

Keep it simple

How simple it can be

Log revenue from a contact or deal
View monthly inflow and outflow totals
See net financial position at a glance
Add financial notes alongside CRM records
Go advanced

How advanced it can be

Tag entries by category (project fees, retainers, expenses)
Filter financial history by contact or pipeline
Compare financial summaries across time periods
Export ledger data for bookkeeping or reporting
Link specific transactions to pipeline stages

Who would use this

Freelancers tracking project revenue by client
Consultants managing multiple retainer relationships
Small business owners wanting financial context in their CRM
Service providers who invoice contacts and want deal-linked records
Anyone who tracks deals and wants to see the money behind them
Tasks & RemindersInsights

Ready to try it?

Start for free and explore this capability in your own workspace.

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