NEW FEATURES
New in 2025: Expanded Commission Capabilities
Crestwood has enhanced Advanced Commissions to go beyond traditional invoice-based calculations, providing greater flexibility in how commissions are tracked and earned.
TRACK & ADD
Extended Activities: A New Way to Calculate Commissions
- Track any activity and calculate commissions beyond standard transactions.
- Easily add activity Types through the Preferences screen, and import the activity data via import scenarios – no development required.
CALCULATE & EARN
Project Profitability: Commissions Based on Project Revenue and Margins
- Commission at Project Invoicing – Earn commissions as client invoices are sent, factoring in project margins.
- Commission at Project Close – Calculate commissions on overall project profitability once completed.
- Tru-Up at Close – A hybrid model reconciling commissions at both invoicing and project completion.