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Extension Software for Sage CRM™: Time & Billing v3.0 for Sage CRM Features
CRM Time & Billing is the only native time and billing solution for Sage
CRM. This powerful, but extremely easy to use extension allows you to leverage
your existing assets and data to make time entry and management quick and
efficient. Version 3.0 includes many major enhancements (a total of 50 enhancements
overall) to this highly popular software application.
The following features are exclusive to 21 CRM Systems' CRM Time & Billing:
- Easy Install using 21 CRM Systems "CRM Setup Factory" deployment
tool
- Fully administrable via native CRM administrative screens
- Database-independent. Will work with Sage Accpac ERP running on
any database platform *
- Leverage your existing calendar data to make time entry fast, efficient,
and almost hassle free!
- Calendar Conversion Wizard - our extremely popular "fast track"
method to convert your calendar into time, in bulk, and in minutes!
- Enter time via the calendar, company, cases, conversion of tasks,
the new call timer, manually, or via the available offline module for
your laptop or Windows Mobile device! Wow!
- Enhanced Project Management - track project budgets, completion
rates, by project and task, and then report on them.
- Budgeting - now available in hours, and in dollars
- Workflow Enabled. Time records are now workflow enabled, and you
can customize the workflow in any way you want. Wow!
- Time Record Approvals - Time & Billing now allows you to route time
records to a manager (by user) for approval, and, if rejected can automatically
schedule a task reminder to the consultant to "clean up" their entries.
- Call Timer - one of the most requested features, now a reality!
Time your phone calls or other activities and convert that data quickly
and easily into billable time
- Consultant specific projects - limit project access by consultant
- Project specific work codes - limit workcodes by project
- Grid Entry - it's finally here! We've broken the technology barrier
and you can now enter multiple time records at once in the customer
context. Select to enter up to 5, 10, or 15 time records simultaneously!
- Fast. Version 3.0 is much faster than previous versions
- New Integration Modes - you can now integrate to any of:
- Sage Accpac ERP AR
- Sage Accpac ERP OE
- 21 CRM Systems CRM Order Entry
- Non-Integrated (generic)
- Improved Reporting - all our existing reporting, plus new project
management based reporting! Plus the ability to easily create your own
ad-hoc reports
- System Checkup - never again will you need to guess if your system
is configured properly. CRM Time & Billing will now "self-diagnose"
itself and let you know of any potential problems BEFORE they occur!
- Optional Integration to CRM Spell Check - improve the quality of
your billing data entry by spell checking it! Visit
CRM Spell Check
for more information.
- Improved Posting / Unposting - Time & Billing now has dramatically
improved posting and unposting capabilities, including posting auditing
and "undo" type functions
- Customizable
- CRM Time & Billing is customizable. Track any information you
want!
What does this all amount to? A whole lot of power, a whole lot of
flexibility, and a really big reason to get CRM Time & Billing today!
You can purchase CRM Time & Billing from your local 21CRM SYSTEMS Software
Partner. Alternately, contact us and we'll help you find the authorized
reseller nearest you!
* Sage Accpac ERP supported on any platform when using AR
or OE integration. ERP must run on SQL Server if using CRMOE integration
mode. Sage CRM must be run on Microsoft SQL Server 2000+
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