TimeLinx Software: Extending Sage CRM throughout the Entire Customer Lifecycle

Being a member of the Sage ISV (Independent Software Vendor) program and an implementation partner for over 20 years, TimeLinx Software has carved out a truly unique differentiation in the Sage ecosystem by creating an industry-leading project and service management (PSM) platform. The system, also called TimeLinx, integrates with most Sage accounting ERP solutions and the Sage CRM solution. “Many Sage ERP and CRM clients have project management and field service teams, but Sage solutions do not include PSM features, and that’s where we are different,” says Jeffrey Gregorec, Executive Vice President & General Manager of TimeLinx. TimeLinx PSM allows for complete project management, project accounting, scheduling & dispatch, resource management & capacity planning, time and expense entry, alerting, and notifications. It also offers a comprehensive un-tethered mobile solution that enables field service techs and consultants to update work orders, assets, enter time and expenses with detailed notes, and manage their calendar, all with tight, real-time bi-directional integration with Sage ERP and CRM solutions.

For professional service firms, manufacturers, and other businesses, TimeLinx PSM extends Sage CRM throughout the entire customer and project life cycle, beginning with marketing campaigns into sales opportunities and quoting, delivery of services, customer service and/or technical support, and with optional integration connectors, into an ERP system for billing and more. Uniquely, TimeLinx includes a “Revenue Optimization Engine” that automatically calculates revenues and costs for all time entries using more than two dozen factors, simplifying billing and job costing while maximizing the revenue yield obtained for complex price contracts. TimeLinx PSM provides complete project management functions with time and expense capture to proactively manage projects, tasks, staff resources, costs, profits, and much more. “The entire organization – from sales to senior management – gains permission-based access and visibility to comprehensive data, eliminating information silos between departments, providing increased efficiencies and profitability,” states Mark Engelberg, Founder and CEO.

“With our customizable business intelligence dashboards, decisionmakers can reference many segments of data; for example, they can compare project “forecast to actual” in real time, using the opportunity data combined with project data. As projects and work records reside within a single database, complex reporting and real-time analysis becomes easier than ever,” says Engelberg.