Created an area to maintain a "Bank" of Client Hours
In my company, we need to keep track of each client's hours that they have purchased for the year with a monthly allotment.
For example if Client A purchased 60 hours for a year, then they are allowed 5 monthly hours of our software development to work on issues requested by the client.
So let's say if Client A has an issue that would require 8 hours of work, then their ticket would have to be put on hold for two months until they accrue 5 hours from a month and then 3 hours from the next month.
This is currently maintained with Excel spreadsheets.
Would like to have this tracking less painful and was hoping that Hubspot CRM would be able to achieve "Banking" the clients hours.