CRM with time recording

Are you wondering why you need a CRM with time recording? Time recording is of great importance in many industries. This can involve invoicing, calculations or even sales management processes.

Often, the more accurate the better. However, the detailed recording and processing of time spent with certain customers, projects or sub-projects, for example, can quickly become a time waster in itself. This is where smart interfaces and integrations in your CRM software can help.

Efficiently record employeetimes

Employee time recording is particularly important for project-related work. With a time recording system integrated in the CRM, you make it easy for your employees to assign their working hours to the various customers, projects or sub-projects already created in the CRM.

Thanks to the assignment by the project manager, the employee is only suggested the orders for time recording for which he is actually supposed to work. Additional costs, such as travel expenses, can also be recorded, as can billing-relevant information or the current project status.

Various recording types, such as activities, breaks, travel times or vacation, also contribute to the detailed documentation of employee times. This means that everyone involved knows at all times when which service was performed by which employee. The place of performance can also be easily recorded using GPS tracking.

Such a system is particularly useful for field staff, whether in service or sales. Using a CRM app, the times can be entered directly on site at the customer's premises once the work has been completed. This prevents details from being forgotten at the end of the working day.

Smart time recording for invoicing or post-calculation

Regardless of how you ultimately carry out your invoicing - accurate time recording pays off. Of course, this is especially true if your ERP system is also linked to your CRM software.

If you bill by the hour, the time records collected in the CRM and already sorted by cost center can be transferred to the ERP and easily integrated into the invoicing process. This means that timesheets no longer need to be rummaged through and allocated. With just a few clicks, the accounting department has everything it needs.

If you bill according to fixed prices instead, the documentation of working hours is still a good idea. You can easily check your price calculations afterwards and adjust them based on your findings.

The project manager always checks, approves and finally transfers the data to the billing system. Integrated evaluations of the booked services ensure the transparency required by the project manager, controlling and management.

Keeping an eye on resources for the best sales and service management

For sales or service management, detailed time recording can provide a valuable insight into resource and time management.

How do employees spend their working time? Where can time and money be saved through more efficient processes? In which areas would the use of time pay off more?

Last but not least, smart rights and role systems can also provide employees with an insight into relevant evaluations. This enables performance assessment and self-monitoring and can therefore boost motivation.

CONCLUSION on CRM with time recording:

Save time in the right places with detailed time recording in CRM!

Everyone involved can only benefit from efficient time recording in the CRM system. The entire process, from recording and evaluation to billing and calculation, is simplified and made more precise. New findings and simple conclusions allow you to optimize your internal processes and use your time where it pays off.