Most CRM systems, including Bitrix24, are designed to track sales rather than the full cost of delivering them. But knowing the value of a deal is not enough to understand its profitability. To calculate your actual margins, you also need to account for expenses.

Traditionally, this means building custom CRM entities, configuring Smart Processes, or maintaining separate spreadsheets — all of which add complexity and create more work for your team.

Costs & Expenses solves this problem by bringing comprehensive cost tracking directly into Bitrix24. It lets you track expenses associated with every lead, deal, invoice, or Smart Process and automatically calculate the total cost and profitability of each business transaction.
Costs & Expenses the ultimate cost tracking application for Bitrix24
Costs & Expenses deat Cost tab

A Complete Cost Breakdown for Every Deal


All expenses associated with a deal, lead, invoice, or Smart Process are consolidated into a dedicated Costs tab directly inside the CRM item.
The cost table brings together everything that affects your bottom line:
  • Fixed costs — travel expenses, service fees, and other one-time expenses.
  • Percentage-based costs — sales commissions and other expenses calculated as a percentage of a deal or product value.
  • Labor costs — the actual cost of employee time spent working on a deal.
  • Product costs — product cost prices automatically included when products are added to a CRM item.
Each CRM item also displays its total costs in a dedicated field, making it easy to calculate profit and margins using your existing Bitrix24 fields and automation tools. You get a complete financial picture of every transaction without leaving your CRM.

Automatic Employee Time Cost Tracking


How much does it actually cost your company to complete a task, deliver a project, or serve a client? Costs & Expenses automatically converts task time reports into financial expenses using each employee's hourly rate. Both automatically generated and manually entered time reports are supported. The resulting labor costs are visible directly in the task and are automatically aggregated at the project or linked deal level.

This gives you an accurate picture of the real cost of employee time — not just the number of hours worked. This feature is particularly valuable for agencies, consulting firms, law firms, marketing companies, and other service-based businesses where employee time is one of the biggest operating expenses. You may be surprised by what the numbers reveal about the actual profitability of your projects and clients.

A Centralized Cost Catalog


Forget about entering the same expenses over and over again. Costs & Expenses includes a dedicated cost catalog where you can organize and manage all your expenses in one place.

You can also associate fixed and percentage-based costs with specific products. When a product is added to a CRM item, its associated costs are included automatically. The catalog makes cost management consistent, reusable, and easy to maintain as your business grows.

Advanced Profitability Analytics with Bitrix24 BI Builder


Want to go beyond individual deals and understand your company's overall profitability? Costs & Expenses integrates with Bitrix24 BI Builder, allowing you to combine cost data with other business KPIs and create advanced financial reports. Analyze expenses across deals, employees, products, clients, and other dimensions to identify where your business makes money — and where it loses it.

Need to work with your data outside Bitrix24? You can export cost records to XLS for any selected period and use them for accounting, financial analysis, or custom reporting.

Cost Automation with Robots and Workflows


Not every expense needs to be entered manually. With Bitrix24 robots and workflow automations, you can automatically add costs whenever a specific business event occurs. For example:
  • Automatically add a delivery fee to every new order.
  • Assign advertising costs to leads based on the cost per click.
  • Add predefined expenses when a deal reaches a particular stage.
This makes it possible to track variable and recurring expenses automatically, giving you a much more accurate understanding of your unit economics.

Take Control of Your Business Profitability


Costs & Expenses is designed for businesses that already use Bitrix24 and want to go beyond sales tracking. Whether you run an agency, a consulting company, a professional services firm, or a product-based business, the app helps you understand the real cost of every deal, project, and client.

Stop measuring success by revenue alone. Start making decisions based on actual costs, margins, and profit! Costs & Expenses is available in the Bitrix24 Marketplace.

Get started with a 15-day free trial and discover what your sales figures have been hiding.