{"id":734,"date":"2022-08-03T11:40:46","date_gmt":"2022-08-03T15:40:46","guid":{"rendered":"http:\/\/dab-04.eproofs.ca\/?post_type=product_solution&#038;p=734"},"modified":"2022-08-03T11:40:52","modified_gmt":"2022-08-03T15:40:52","slug":"timelinx-for-sage-crm","status":"publish","type":"product_solution","link":"https:\/\/www.da.ca\/fr\/product_solution\/timelinx-for-sage-crm\/","title":{"rendered":"Timelinx for Sage CRM"},"content":{"rendered":"<p class=\"ImageRightAlign\"><img loading=\"lazy\" decoding=\"async\" alt=\"Pie Chart Timelinx Med\" height=\"208\" src=\"https:\/\/www.da.ca\/wp-content\/uploads\/2022\/06\/Pie-Chart-TimeLinx_med_271x208.jpg\" width=\"271\"><\/p>\n<p>For companies that manage service delivery and professional services, <em>TimeLinx<\/em><span ><sup>TM<\/sup><\/span> extends <a src=\"https:\/\/www.da.ca\/product_solution\/sage-crm-for-sage-300\/\" title=\"Sage CRM for Sage 300 ERP\">Sage CRM<\/a> through the\u00a0entire Customer and Project lifecycles, from Campaigns to Opportunities, Service Delivery, Customer Service and Technical\u00a0Support. <em>TimeLinx for Sage CRM<\/em> provides the latest tools in project management that let you proactively manage projects, tasks, staff resources, costs, profits, and much more.<\/p>\n<ul>\n<li>Easily track billable &#038; non-billable time and expenses for\u00a0internal and customer work.<\/li>\n<li>Schedule and complete project activities directly using\u00a0the system\u2019s own calendar.<\/li>\n<li>Manage and schedule resources and activities via any\u00a0browser with full visibility into availability from anywhere in\u00a0the world.<\/li>\n<li>Set, assign, and schedule project tasks by project.<\/li>\n<li>Rapidly create new projects using user-definable templates.<\/li>\n<li>Employ flexible billing modes and rates, including\u00a0progress billing on fixed-fee work.<\/li>\n<li>Rapidly analyze profitability of projects, tasks, companies,\u00a0consultants, time periods and more.<\/li>\n<li>Automatically receive alerts about critical project events.<\/li>\n<li>Avoid duplicate data entry through optional fully-integrated,\u00a0bi-directional labor and expense billings, plus expense\u00a0reimbursement and payments synchronizationvia the Timelinx Accounting Platform (TAP).<\/li>\n<\/ul>\n<p><strong>Bridging the Gap<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" alt=\"Bridgethegap\" height=\"173\" src=\"https:\/\/www.da.ca\/wp-content\/uploads\/2022\/06\/BridgeTheGap_500x173.jpg\" width=\"500\"><strong><\/strong><\/p>\n<p><em>TimeLinx for Sage CRM<\/em> can also bridge the gap between your Sage CRM and Sage 300 ERP system to eliminate re-keying and pass <span> financial data created by TimeLinx &#8212;\u00a0revenues, expenses, margins, J\/C, G\/L numbers, staff data, detailed notes, and more between TimeLinx and your accounting\/ERP system of choice.\u00a0 TimeLinx will properly calculate all appropriate costs and revenues, allow for up to 3 approvals of the work, and then pass into the ERP system ready for invoicing.<\/span><\/p>\n<p><span>There is also a mobile application to bring Timelinx to your iOS, Android, Blackberry or Windows mobile phone for field service users on the go and a resource management application where users can rapidly check on their work schedules and assignement, and project managers can schedule work onto the CRM calendar for Projects and Task from anywhere in the world.<\/span><\/p>\n<p>Have a look at the following overview and <a src=\"https:\/\/www.da.ca\/sales-request-form\/\" title=\"Sales Request Form\">let us know if you want to know more<\/a>.<\/p>\n<p><iframe loading=\"lazy\" allowfullscreen=\"\" frameborder=\"0\" height=\"280\" src=\"https:\/\/www.youtube.com\/embed\/A9VfY4jeOpc\" width=\"525\"><\/iframe><\/p>\n<p>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For companies that manage service delivery and professional services, TimeLinxTM extends Sage CRM through the\u00a0entire Customer and Project lifecycles, from Campaigns to Opportunities, Service Delivery, Customer Service and Technical\u00a0Support. 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 [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","product_category":[30],"class_list":["post-734","product_solution","type-product_solution","status-publish","hentry","product_category-professional-services-automation"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_solution\/734","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_solution"}],"about":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/types\/product_solution"}],"wp:attachment":[{"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/media?parent=734"}],"wp:term":[{"taxonomy":"product_category","embeddable":true,"href":"https:\/\/www.da.ca\/fr\/wp-json\/wp\/v2\/product_category?post=734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}