Hover over any thumbnail below for a larger view of the screenshot.
 |
Provides integration between Sage CRM and Timberline office |
|
Easy tracing of data entry throughout entire system |
|
Increased security of customer, company and case data |
Sage CRM™ is an award winning, wireless and Internet based CRM system that provides enterprise-wide access to vital customer, partner and prospect information—anytime, anywhere—and now it works with Sage Timberline® Office.
Enabling IP ‘s CRM Integration for Sage Timberline® Office gives access to all essential Sage Timberline information anywhere that CRM access is available. There are integration components available for Core modules ( Accounts receivable, Accounts Payable and Address Book), Job Cost and Project Management, Purchasing and Inventory, Service Management, Property Management, Payroll, Equipment Cost. Additional components are available for Job Cost Forecasting and Time Sheet Entry.
The Sage Timberline Integration components automatically synchronize your Sage Timberline Office information from Address Book, Payroll and Property Management seamlessly through to the Company and People tables in CRM. All contact information stored in Sage Timberline is automatically uploaded into the CRM database and then made available for easy tracking of all correspondence and the association of different correspondence with Projects, Equipment and Properties.
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 |
| • |
It integrates with Job Cost to provide and full prorated costing system for the developed units or lots |
 |
Download the CRM for Timberline Brochure by clicking the icon (left) |
|
|
|
