Clear Visibility into Team Time, Workload, and Customer Activity
Time & Activity Insights is a CRM reporting package designed for businesses that want to understand how team time is distributed across customers, deals, tasks, and other relationship activities. It brings time records and CRM activity into one structured view, helping teams review where work is being focused.
The package includes automated activity timers and analysis for up to 3,000 CRM records. Timers allow users to record time against selected contacts, companies, deals, tasks, or activity categories while working within the CRM workspace. Time by client and deal provides an organized view of recorded hours across customer relationships and commercial opportunities. A billable utilization overview separates billable and non-billable activity, making it easier to review how recorded time is categorized.
Workload and capacity signals provide visibility into activity volume and recorded time across team members. Custom activity categories allow businesses to organize time entries according to their preferred services, work types, departments, or internal processes. CSV report export is included for selected time and activity data. Priority email support is also provided for general questions related to the setup and use of the package.
What’s Included
✓ Automated activity timers
✓ Analysis for up to 3,000 CRM records
✓ Time reporting by client and deal
✓ Billable utilization overview
✓ Workload and capacity signals
✓ Custom activity categories
✓ CSV report export
✓ Priority email support
Best For
Time & Activity Insights is suitable for agencies, consultants, professional service providers, account management teams, and growing businesses that need a clearer view of team time, customer activity, workload distribution, and billable work.
Important Notes
This package includes time and activity configuration for up to 3,000 CRM records. The client must provide the required CRM access, team information, activity categories, time-tracking preferences, billable classifications, and reporting requirements needed for setup.
Timers, activity categories, utilization views, workload indicators, and export settings are configured using the information and materials provided by the client. Additional records, reporting views, activity categories, data preparation, exports, or configurations outside the listed package scope may be quoted separately.
