Readify's CRM OnTime is the solution for Professional services firms looking to improve the overall management of field resources, ensure accuracy and consistency of timesheet data and accelerate the invoicing process and thereby radically improve cash flow.
CRM OnTime works with Microsoft CRM to streamline the intermediary steps that slow business workflow, and ultimately cash-flow. It features:
- Concise views into the availability of resources and helps to actively manage the resource pool in a fast, user friendly manner.
- Seamless integration with Microsoft's Dynamics CRM suite to provide financial controllers, sales managers and resource managers with effective process management.
- Engagement information directly to field staff
- Vast improvements in the latency of timesheets from the field.
- Accurate reconciliation of field information, 'on demand'
Microsoft Dynamics CRM stops short of offering Professional Services firms integrated service management. CRM OnTime bridges this gap and solves these problems by providing field staff with an intuitive user interface that extends core business record keeping to the field. This means that any record keeping only needs to occur once, at the time billable events occur. This provides timesheets on labour completion, accurately and timely - and results in an ability to auto generate invoices on demand.
CRM OnTime is the grease for the gears of business. If you've ever asked, "How do I invoice accurately on demand?" - then CRM OnTime is the answer to this and many other professional services issues.