Costs & expenses by Pametne Tehnologije d.o.o.

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Costs & expenses

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Installations

3
Developer

Pametne Tehnologije d.o.o.
Added

10/30/2026

Description

Costs & Expenses is the ultimate solution for any company running sales in Bitrix24 that wants to finally know what each deal truly costs.

Stop guessing and start tracking all expenses—fixed amounts, commissions, product purchasing prices, and your team’s working hours—directly inside a single Costs tab on any deal, lead, estimate, invoice, or SPA item. See your net cost and profit margins instantly right inside the CRM, eliminating messy spreadsheets.

The app empowers you to effortlessly capture diverse expense types, including direct overheads, product-related costs, and the exact time your team invests in every customer or deal.

You can utilize several flexible cost types:

Direct – a fixed amount or a percentage (commission) of the price of a deal, lead, invoice, or other CRM item.
Product-based – a fixed sum or a percentage of the product price. The purchasing price of the product will be added as a separate cost automatically.
Time-based – calculated dynamically using an hourly rate set individually for each user.

All costs are clearly displayed in the Cost tab of the relevant CRM item. The calculated net cost is also instantly available in a dedicated Cost field, which can be seamlessly used to calculate the margin and profitability of the deal.

Time-based costs are automatically calculated from the tasks linked to a CRM item, using either time tracking or Time spent. This gives you crystal-clear visibility into how much internal time is spent on each deal or customer, helping you precisely calculate CoS and other vital unit-economics KPIs.

The Cost tab is also fully available for Projects. Add fixed project expenses and automatically summarize the time costs of project-related tasks to understand the complete, true cost of any project.

Unlock deeper business intelligence by exporting all cost data to XLS on any plan, or leverage Bitrix24 BI Builder (available on the PRO plan) to create powerful custom reports and analyze costs and profitability across your entire enterprise.

The app is fully configurable: choose which CRM entities should feature the Cost tab and define granular permissions for who can view or edit cost data.

Supercharge your efficiency by automating costs (PRO plan): CRM automation rules or Automation studio actions can automatically add a commission when a deal is won, copy costs from a deal to its invoice, or print a professional CRM document complete with the cost table.

Application plans:

BASE – €9.90/month – includes all core functionality except BI Builder connection and workflow robots.
PRO – €29.90/month – includes full premium functionality, including BI Builder connection and advanced automation robots

A 14-day free trial is available to test all features.

Getting started: a Bitrix24 account administrator installs the app, sets access permissions, and chooses the CRM entities to use cost tables. Users with permissions (for example, the financial department) can then set hourly rates for employees and add typical expenses to the catalog. Once done, the Costs tab is immediately ready in deals, leads, and other CRM items. Step-by-step instructions are conveniently located on the Installation tab.

Installation instructions

Technical support

Data security

Technical Support

You can email us at apps@pamteh.si or contact us via the support chat under the Support tab in the app. We respond within 24 hours on business days (Monday to Friday). Our working hours are 9:00–16:00 CET.

Installation instructions

Installation

Install the application fr om the Bitrix24 Market.
Add the users who will have access to the app. Add costs to the catalog. You can now add a cost from the catalog to the Costs tab in a deal or lead. The total cost for the CRM item is displayed in the Cost field, which is updated automatically or manually with the “refresh” button.
To assign a task to a CRM item, such as a deal, you can either create the task from the Activities list in the deal or create a task and sel ect the CRM item in the task. Then, select the required lead or deal by name in the search field.

How to connect BI Builder

Please note that this option is available only on the PRO plan.
Open the BI Builder page.
Open Analytics hub - Connections.
Click Create, then click “Add” under Costs & Expenses in the Data sources window. Enter the connection name, then click Create again.
Once the connection has been created, click Select in the Table field, type “Costs”, and click Next.
In the Cre ate table window, enter the table code, for example, “costs”, and the table name, then click Cre ate table. That's it! The connection has been created.
You can now create a dataset by selecting the “Trino” database, the “bitrix24” schema, and the table name you created in step 6.

How to use robots

Please note that this option is available only on the PRO plan.

If you use robots in pipeline automation rules:

Click Add. Select the Others group.
At the end of the list, you will find the [Costs & Expenses] Copy costs, [Costs & Expenses] or Create document [Costs & Expenses]
Add costs robots.
To configure [Costs & Expenses] Add costs, select a cost fr om the catalog and specify the quantity to add.
To configure [Costs & Expenses] Copy costs, sel ect the target entity type and ID. You can also specify whether the cost table on the target item should be cleared. By default, it is cleared.
Due to Bitrix24 limitations, the standard Create document robot or activity cannot print the full cost table of a CRM item. Use the [Costs & Expenses] Create document with costs robot instead. To configure it, select a document template and a file-type field wh ere the created document will be saved. Use only a field of the entity fr om which the robot is started.

If you use automations in the Workflow Designer:

All three automations are available in the “Application activities” folder.
After adding an automation, you can configure it in the same way as a robot.
Please note that only direct costs can be added using the [Costs & Expenses] Add costs automation. Product-related and time-related costs are added to the CRM item automatically when a product is added or a task is assigned.