TimeLinx PSA: Project Management for Sage CRM

project management for sage crm

Total Financial Visibility for Every Project

For professional services firms, manufacturers, and other businesses, TimeLinx PSA extends Sage CRM throughout the entire customer and project life cycle, from marketing campaigns to opportunities and quoting, service delivery, customer service, and/or technical support, and with optional integration connectors, your ERP system for billing and more. TimeLinx PSA provides project management functions with time and expense capture that let you proactively manage projects, tasks, staff resources, costs, profits, and much more.

Browse TimeLinx PSA Features in this Video:

Your entire organization – from sales to senior management – gains permission-based access and visibility to comprehensive data, eliminating information silos between departments and increasing efficiency and profitability. Sales can easily identify cross-selling and up-selling opportunities while C-level executives gain valuable insight to improve resource utilization and profitability.

TimeLinx PSA: Project Management for Sage CRM:

      • Enable your staff and salespeople to monitor, manage, and analyze the progress of each project in your organization. All project information is linked to the appropriate company record in Sage CRM.
      • Manage and track projects, resources, schedules, costs, billings, expenses, tasks, contracts, retainers, tickets, and more – all from within Sage CRM.
      • By offering a single point of entry for time and expenses, TimeLinx PSA eliminates error-prone re-keying of information.
      • When opportunities are “won,” TimeLinx PSA automatically and intelligently creates the correct project using user-defined templates to track and manage the delivery of the deals.

Do You Always Deliver what Sales Promised?

You don’t stop managing your customer relationships when you win a deal. So why would you use anything but your CRM when you deliver your work? Projects can go off the rails at the initial hand-off from Sales to Service due to poor timing, miscommunication, and a lack of shared information. Embedded in Sage CRM and connected to many ERPs, however, TimeLinx PSA is the only PSA system that keeps the focus on your client at all times in a single application, from marketing to sales to services delivery and finally support. Along the way, we also help you produce accurate and timely automated invoices.

An Intelligent PSA System

All TimeLinx PSA data is kept in the Sage CRM database. Because all customer information is directly tied to the services work, TimeLinx PSA can do things that standalone project, time, expense, and scheduling tools simply can’t do.

With our customizable business intelligence dashboards, decision-makers can reference many segments of your data; for example, they can compare “forecast to actual” in real time. Because the opportunity, project, and work records are within one database, complex reporting and real-time analysis become easier than ever.

Control Costs – Predictable Profits

Manage your most important assets: your people. Allocate resources based on skill sets, availability, teams, departments, costs, and more using the Sage CRM calendar with views for your portfolio, a project, and resource Gantt charts.

Of course, TimeLinx Software can also connect Sage CRM with Sage and other accounting/ERP systems, which eliminates disconnected applications and data entry errors, improves processes and cash flow and speeds up invoicing.

Revenue Optimization Engine™.

Imagine pre-built, configurable formulas for rates, costs, overtimes, travel, and more that maximize revenues, produce real-time project P&Ls, accurate invoices, G/L job costs, expense reimbursements, and more. Yes – our Revenue Optimization Engine really does that.

Mobile Entry from Any Device

Every minute counts. Or should be counted. Give your teams our intelligent SmartMobile™ to relieve the tedious task of detailed data entry while producing accurate revenue and cost numbers controlled by our Revenue Optimization Engine.

Easy to Use. Easy to Deploy. Easy to Buy.

No matter what your organization needs or how you do business, we’ll configure TimeLinx PSA to meet those needs. Choose from deployment options that include on-premises, hosted in the cloud, or subscription – whichever best fits your technical and financial comfort level.

TimeLinx Software Customers Come from a Wide Range of Industries:

Architecture & Engineering Manufacturing Services
Audio/Visual (A/V) Integrators Oil & Gas Construction
Field Services Research & Development
Finance & Accounting Software Publishing
Land Management & Survey Technology Integrators/Resellers
Management & Business Consultants Telecommunications