If you’re managing a service business with Sage CRM and ERP, chances are your teams are doing a lot of great work—but they’re doing it in silos.
> A lead comes in… but sales is unsure how or when service can deliver.
> Service completes the job… but finance is missing hours and expenses.
> Invoicing drags on for weeks… and your cash flow suffers.
Sound familiar?
The Problem: Fragmented Tools, Delayed Results
When different departments use different systems—or rely on spreadsheets—it’s almost impossible to maintain a clear, real-time view of your operations.
> Sales doesn’t know what’s been delivered.
> Project managers don’t have visibility into resource capacity.
> Finance waits on approvals and rekeys data to issue invoices.
This isn’t just inefficient—it’s expensive. And it’s avoidable.
The Solution: A Single, Seamless Flow
TimeLinx embeds directly into Sage CRM and connects to your Sage accounting system to create one automated, end-to-end platform. From the first customer touch to the final invoice, every interaction is captured, tracked, and accounted for.
Here’s how it works:
1. Leads Convert to Projects Automatically
When a prospect contacts your team or fills out a web form, TimeLinx captures the details in Sage CRM and flags it for follow-up. Sales can qualify and scope the opportunity in the same system where project milestones and customer history live.
2. Scheduling and Service are In Sync
Drag-and-drop tools show your service team who’s available and when, based on skill sets and project timelines. Field techs use the mobile app to log time, capture customer signatures, and submit expenses—even offline. Everything syncs automatically.
3. Finance Gets Accurate, Real-Time Data
Every approved time entry, part used, and expense is pushed directly into your Sage ERP. Billing happens automatically—by task, milestone, or contract—and the Revenue Optimization Engine ensures pricing accuracy every time.
No more chasing paper trails. No more billing delays.
Why This Matters to You
By replacing disconnected systems and manual tasks with TimeLinx, Sage users gain:
- One shared customer record across sales, service, and finance
- Real-time visibility into project performance and revenue
- Faster invoicing and fewer errors
- Higher margins and better customer satisfaction
It’s not about adding more software—it’s about connecting what you already have.
Ready to streamline your service delivery from lead to ledger?
Talk to your Sage partner or request a TimeLinx meeting today.