TimeLinx for Sage CRM

TimeLinx for Sage CRM is a comprehensive, browser-based Professional Services Automation system that sits within Sage CRM providing service businesses a financially-based system for “CFO-approved” project management. With integration to Sage ERP MAS 90/200 and Sage ERP Accpac accounting, a complete 360° view of an entire customer relationship.

TimeLinx for Sage CRM is the most comprehensive tool to integrate CRM with Professional Services Automation, Field Service Management, and ERP. We've defined a new category of Professional Service CRM -- one that maximizes productivity in every area of a service organization.

TimeLinxTM extends the value of Sage CRM® across the Customer and Project Lifecycles

TimeLinx extends your CRM through the entire Customer and Project Lifecycles, from Campaigns to Opportunities, Service Delivery, and Customer Service or Technical Support. TimeLinx, embedded within Sage CRM, provides time and expense reporting and project management functions that let you proactively manage projects, tasks, staff resources and associated costs and profits.

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360° view of clients and projects

TimeLinx stores all client and project-related information in a single CRM-based system, eliminating the need and expense of maintaining multiple databases, spreadsheets, and other applications.

Your entire organization – from Sales to Senior Management – gains permission-based access to comprehensive information, eliminating information silos between departments and increasing efficiency and profitability. For example, Sales can identify cross selling and up-selling opportunities. C-level executives gain insights to improve resource utilization and profitability.

TimeLinx is a unique “financial” Project Manager. Through its proprietary rules-based Revenue Optimization Engine™ * and tight bi-directional integration with accounting software, you manage dollars and profits rather than only tasks and resources.

Does billable time disappear into thin air?

Capturing time and expenses accurately and consistently is one of the most difficult aspects of project
management. Does your staff neglect to record time spent writing an email or taking a lengthy project-related phone call? TimeLinx enables staff to quickly enter time and expenses from anywhere in the world, prompting them through the process in just a few clicks. 

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TimeLinx Benefits

  • Easily track billable & non-billable time and expenses for internal and customer work.
  • Schedule and complete project activities directly using Sage CRM’s own calendar.
  • Manage and schedule resources and activities via any browser with full visibility into availability from anywhere in the world.
  • Set, assign, and schedule project tasks by project.
  • Rapidly copy or create new projects using user-definable templates.
  • Employ flexible billing modes and rates, including progress billing on fixed-fee work.
  • Rapidly analyze profitability of projects, tasks, companies, consultants, time periods and more.
  • Automatically receive alerts about critical project events using Sage KnowledgeSync®.
  • Avoid duplicate data entry through fully-integrated, bi-directional labor and expense billings, plus expense reimbursement and payments synchronization, with SageERP MAS 90/200, Sage ERP MAS 500, and Sage ERP Accpac, and more in development.

* Certain features available only on specific TimeLinx Editions.

 

 

Accounting Integration Options: Sage ERP MAS 90/200, Sage ERP MAS 500, Sage ERP Accpac

System Requirements: Sage CRM