CRM & Client Management
Manage clients, track affiliate revenue, and oversee trip planning.
Total Clients
5
Managed Spend
$696,000
Trips Booked
44
Affiliate Revenue
$164,400
Clients
Marcus Chen
executiveMonthly Spend
$185,000
Total Points
4.2M
Trips Booked
12
Last Active
Aug 28
Prefers business class, no red-eye flights
Sarah Mitchell
proMonthly Spend
$92,000
Total Points
2.1M
Trips Booked
6
Last Active
Aug 27
Heavy ad spend on Meta and Google
Dr. James Rivera
executiveMonthly Spend
$310,000
Total Points
5.8M
Trips Booked
18
Last Active
Aug 28
Equipment purchases drive most spend
Alex Thompson
proMonthly Spend
$67,000
Total Points
1.4M
Trips Booked
3
Last Active
Aug 26
Shipping costs are biggest category
Rachel Kim
proMonthly Spend
$42,000
Total Points
890K
Trips Booked
5
Last Active
Aug 25
Travels frequently to Europe
Affiliate Revenue
$164,400Amex Business Platinum
$46,800Chase Ink Business Preferred
$37,800Capital One Venture X Business
$23,400Amex Business Gold
$39,600Hilton Honors Aspire
$16,800