CFX is a fantastic time and fees extension for Microsoft Dynamics CRM. It is available on-premise or via Microsoft CRM online.
CFX provides time recording and expense management for jobs and projects in CRM. It generates fixed, recurring and T&M fees. CFX also allows you to re-charge expenses to clients and allows your staff to reclaim their expenses via an expense claim.
CFX tracks employee utilization and integrates with CRM employee scheduling and the CRM product catalogue for full job control and opportunity management.
CFX provides you with reporting on actual v budget performance and profitability at job, client and enterprise level.
CFX main areas of functionality are:
- Job & proposal management
- Budgeting, targets and analysis
- Time recording
- Expense recording
- Expense reclaims
- Enhanced customer service
- Fee generation
- Links to billing and invoicing
If you have clients and bill for time and services then CFX makes Microsoft Dynamics CRM a cost effective core engine for all of your business.
CFX: Time & Fees for Microsoft Dynamics CRM has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.