• Provides integration between Sage CRM and Timberline Office
• Easy tracing of data entry throughout entire system
• Increased security of customer, company and case data

• Accounts Payable
• Accounts Receivable
• Service Management
• Purchasing
• Job Cost
• Equipment Cost
• Inventory
• Property Management
• Development Sales
• Timberline Address Book Synchronisation

• Automatically synchronize your Sage Timberline Office information from Address Book,
  Payroll and Property Management.
• Timberline jobs can be easily searched for and accessed using the same tools as are used for
  finding companies and people.
• CRM system provides full access to all detailed property, lease, unit and tenant information allowing the drill down to any level including to the transactions.
• Easy tracking of all correspondence with Projects, Equipment and Properties.
• Management Dashboard gives a snapshot view of key accounting data.\
• Security for Sage Timberline information is controlled on a by module security matrix.
• Improved ability to drill through to the distributions and then through to the underlying purchase.
• Provides information regarding the status of the customer account and the details of the customer’s invoices.
• Project management information can also be accessed from CRM screens including the RFI Register,
  Submittals, Drawing Register and meetings.
• Any CRM communication, appointment, document case or opportunity can be linked to a piece of equipment.
• Service Manager "Aliases" or Sites can be created from within CRM and associated with Company addresses.
• Preparation of quotes in CRM based on items and pricing maintained in Timberline.
• Any CRM communication, appointment, document case or opportunity can be linked seamlessly with a property, unit or tenant.
• Integrates with Job Cost to provide and full prorated costing system for the developed units or lots.

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