TimeLinx for Sage CRM

A time tracking application for Sage CRM users.

About TimeLinx for Sage CRM

For companies that manage service delivery and professional services, TimeLinxTM extends Sage CRM through the entire Customer and Project lifecycles, from Campaigns to Opportunities, Service Delivery, Customer Service and Technical Support. TimeLinx for Sage CRM provides the latest tools in project management that let you proactively manage projects, tasks, staff resources, costs, profits, and much more:

  • Easily track billable & non-billable time and expenses for internal and customer work.
  • Schedule and complete project activities directly using the system’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 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.
  • Avoid duplicate data entry through optional fully-integrated, bi-directional labor and expense billings, plus expense reimbursement and payments synchronization via the Timelinx Accounting Platform (TAP).

Have teams on the go?

Add TimeLinx Mobile for Sage CRM for project management anywhere in the world!

Work, whether billable or not, is not always done in the office and today’s most profitable service delivery companies have their teams on the go in the field. We are proud to announce that TimeLinx for Sage CRM powered by our TimeLinx Revenue Optimization Engine is available for Android, iPhone, iPad, Blackberry or a Windows 8 device.

TimeLinx Mobile for Sage CRM allows your team to easily update time, expenses, mileage, progress and more for Projects, Tasks, and Cases from anywhere in the world. Managing your field force in real-time has never been easier!

TimeLinx for Infor CRM

For companies that need to track more than just customer relationship information, TimeLinx Web, LAN and Mobile editions for Infor CRM extend the application through the entire Customer and Project lifecycle.

TimeLinx Features include:

  • Portfolio Gantt charts NEW
  • Task Audit NEW
  • Automated reporting mailings from TimeLinx Reporter! NEW
  • Free! “Project Team” Update Utility NEW
  • Project, Task, and Resource Management with complete financial visibility and profitability managment
  • Performance Dashboards Calendar & Scheduling
  • Time & Expense Management
  • Native web functionality for global use
  • Revenue Optimization EngineTM
  • Customer Service / Tech Support integration
  • Bi-directional billing, expense and G/L synchronization with the optional TimeLinx Accounting Platform

TimeLinx SmartMobile"

A CRM-based project, time and expense management solution for the mobile workforce.

The most powerful CRM and CRM-based project management platform for mobile devices.

TimeLinx SmartMobileTM combines Infor CRM Mobile with TimeLinx to bring a full-featured project management platform to mobile tablets, providing access even where an Internet connection is not available.

Many mobile applications capture time. Many web solutions capture time and expenses. SmartMobile does so much more by integrating project and service records with your CRM customer database and incorporating the full logic of our rules-based TimeLinx Revenue Optimization Engine".

  • Adds mobility to Infor CRM as an extension of Infor CRM Mobile
  • Edit and update Project Details from the field
  • Easy global Time Entry with Notes – instantly!
  • Capture Expenses without cumbersome Expense Reports
  • Track Issues and create Tickets in real-time for improved customer service
  • Wireless technology means no information delays
  • Compatible with the TimeLinx rules-based Revenue Optimization Engine"
  • Drive data directly to your Infor CRM LAN, Web, or Cloud system
  • TimeLinx security controls protect unauthorized user access

TimeLinx WebCalendar"

Managing your workforce is simple with TimeLinx with WebCalendar!

With TimeLinx WebCalendar, users can rapidly check on their work schedules and assignments, and project managers can schedule work onto the Infor CRM calendar for Projects and Tasks from anywhere in the world. WebCalendar, accessed via a web brower, does not require a direct user interface into Infor CRM.

Assign Resources based on reporting relationships, Skills, Project Teams, TimeLinx Teams, Departments, Locations or other criteria.

View TimeLinx users’ availability and capacity for each day in a monthly view. Just drag-and-drop Tasks from the Projects list onto the Calendar date to schedule work needed.

The WebCalendar works in real-time with Infor CRM LAN, Web and Cloud, and fully supports disconnected Remote users so that all work scheduled from either Infor CRM (Saleslogix) or the TimeLinx WebCalendar shows up instantly in all views.

Through Windows Mobile, Outlook integration and the TimeLinx KnowledgeSync AlertPak, users are kept in the loop at all times with no chance of miscommunication or missed appointments.

Product Overview

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