Sales team time tracking

Track sales and advisory time when clients expect it on the invoice.

Many sales organisations bill for pre-sales consulting, scoping, and solution design work that sits between pure pipeline and delivery. Keito keeps that time reviewed and invoice-ready.

$49 USD
Flat team plan from
0
Per-seat billing surprises
14 days
Trial workspace
app.keito.ai / sales-advisory

Account review

Vantage Solutions Group

Advisory billing

$14.2k

Active work

24

Reviewed

91%

Ready to bill

$18.4k

Time captured with context

time tracking for sales teams

Live

Billing review complete

Client and project checked

Done

Invoice evidence ready

Approved summary prepared

Next
01

Built around the work before the invoice

time tracking for sales teams needs more than a timer. The billing record has to keep client, project, approval, and invoice context together before the work reaches finance.

Capture delivery work by client and role

Record time by client, project, and team member role so billing reports reflect actual team composition without needing a separate tracking system per person.

Review team-level billing before it leaves the project

Give project leads a combined view of who worked on what, what is billable, and whether the team effort matches the client story before invoice prep starts.

Report team delivery in client billing language

Produce summaries that explain team effort by deliverable, milestone, or service area so clients understand what they are paying for.

02

Pre-sales billing

Make pre-sales advisory work billable with a structured time record

Pre-sales and solution engineering work often falls into a billing grey zone: technically delivered for a specific client but not clearly within a contracted engagement. Sales teams that offer consulting, scoping workshops, or technical advisory services need to track that time with enough context to include it on an invoice when appropriate. Keito helps account managers and solution consultants log pre-sales hours against the specific client and engagement phase, then give sales managers a review pass before anything reaches billing. The result is a defensible record that supports the conversation about billable vs non-billable pre-sales effort without creating audit overhead.

Track pre-sales advisory, scoping, and solution design time by client

Separate billable consulting effort from unpaid sales activities

Produce reviewed billing evidence for contracted advisory work

Workflow fit

Advisory sales billing

Keito keeps time tracking for sales teams connected to client, project, billable status, approval, and invoice context before the work reaches finance.

Track pre-sales advisory, scoping, and solution design time by client

Separate billable consulting effort from unpaid sales activities

Produce reviewed billing evidence for contracted advisory work

03

What Keito adds to time tracking for sales teams

Team billing without per-seat penalties

Keito flat pricing means project leads can add contractors, specialists, and reviewers without facing a billing escalation each time the delivery team changes composition.

  • Flat-rate team plans from $49 USD/month
  • Mix of full-time and contract contributors
  • Finance and project lead reviewers included

Delivery context the whole team fills in

Keito is designed for teams who move fast. It captures the minimum needed for billing accuracy: client, project, task, and billable status, without turning every entry into a form.

  • Quick entry with client and project tags
  • Billable or non-billable classification per entry
  • Manager review before entries become billing evidence

One billing view across the full team

Project leads can see all team contributions to a client engagement, not just their own entries, so the billing review is a single step rather than an aggregation exercise.

  • Project and team utilization view
  • Combined billing summary by client
  • Exportable team report for invoice backup
04

Compare the workflow

The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.

AreaKeitoTypical setup

Advisory sales billing

Keito keeps time tracking for sales teams tied to clients, projects, billable status, approvals, and billing summaries in one workspace.

Typical setups capture time in one tool and rebuild the billing explanation later from exports, comments, or spreadsheet cleanup.

Review before invoicing

Managers review entries before they become invoice evidence, so missing context is fixed internally rather than during a client dispute.

Raw timer exports usually reach finance before delivery leads have confirmed whether the work is billable, complete, or client-ready.

Predictable team pricing

Flat-rate plans let delivery staff, reviewers, contractors, and finance users participate without per-seat pricing friction.

Per-seat time trackers make teams choose between clean billing participation and controlling tool spend.

05

Related solution pages

06

Useful reading

Frequently asked questions

What is the best way to manage time tracking for sales teams?

The best way to manage time tracking for sales teams is to capture work at source, attach it to the right client and project, review it before invoicing, and use the reviewed record as billing evidence. Keito is built around that workflow so time, approvals, and invoice context stay connected.

Can Keito help with time tracking for sales teams?

Yes. Keito helps with time tracking for sales teams by tracking work by client, project, task, person, billable status, and review state, then turning approved records into client-ready summaries. That makes the data useful for billing, profitability, and client reporting rather than just attendance.

How is Keito different from a generic timer for time tracking for sales teams?

Keito is different because it treats time as billing evidence, not just duration. A generic timer records how long something took; Keito records who did the work, where it belongs, whether it was reviewed, and how it should appear in client billing context.

Who should review time tracking for sales teams before invoicing?

A project lead or delivery manager should review time tracking for sales teams before invoicing because they can confirm whether the work is billable, complete, and explained in client language. Keito gives reviewers a shared workspace for checking team entries before the billing record leaves the delivery team.

What should a client-ready time tracking for sales teams report include?

A client-ready time tracking for sales teams report should include the client, project, task, contributor, billable status, approval state, and a concise explanation of the work completed. Keito keeps those details connected so reports can answer client questions without exposing internal delivery noise.

03

Start solo.Add people when you need them.

Solo includes 1 licensed user, unlimited AI agents, Mac desktop and iOS apps, Stripe payments, and standard CSV and Excel exports. Pro adds your team. Business adds integrations, planning, advanced reporting, and stronger controls.

Solo

1 licensed user

For independent consultants, freelancers, and small studios running work with AI agents.

$19USD /mo

Start Solo
1 licensed user
Unlimited AI agents
Mac desktop and iOS apps
API access and API keys
Time, expenses, projects, and invoices
Stripe invoice payments
CSV and Excel data export
Most popular

Pro

Team collaboration

For teams that need shared workspaces, approvals, and team-level project visibility.

$49USD /mo

Start Pro
Unlimited licensed users
Everything in Solo
Team management and invites
Timesheet and expense approvals
Team reports and utilization
Per-member billing rates
Manager permissions

Business

Advanced operations

For organizations that need integrations, planning, advanced reporting, and stronger controls.

$199USD /mo

Start Business
Everything in Pro
Xero and QuickBooks
Airtable, calendar, and Jira imports
Planning and capacity
Advanced report exports
Custom roles and SSO
Priority support
Agents are included

AI agents do not require licenses on any plan.

API on every paid plan

Solo, Pro, and Business can use API keys for agent workflows.

Exports on every plan

Solo, Pro, and Business include standard CSV and Excel data export.

Build a cleaner billing record for sales teams, account managers, and solution consultants at companies that bill for pre-sales advisory or consulting work.

Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.

Track sales advisory time