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Glossary · CRM

Time tracking

Updated 28 March 20261 min read

The practice of recording how much time is spent on tasks, projects, or client work — typically for billing, payroll, or productivity analysis.

In a CRM context, time tracking lets professional services firms, agencies, and consultants log billable hours directly within their CRM. This eliminates the need for separate time tracking tools and enables one-click invoice generation from time entries.

Features typically include timer widgets for real-time tracking, manual time entry for past work, billable vs. non-billable categorization, and project/task linking.

Why time tracking in CRM matters

  • Accurate Billing — bill clients based on actual time spent
  • Profitability Analysis — see which clients and projects are profitable
  • Resource Planning — understand team capacity and utilization

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