Better business management

Relatia Time and Billing, the first Relatia software module, extends the sales functionality of GoldMine by allowing organizations the seamless ability to track complex opportunities and project details from within the GoldMine user interface. Our comprehensive Metrics Console, combined with direct integration with GoldMine's project manager, creates the ideal solution for companies trying to manage their resources more efficiently and optimize their profitability.

The Relatia Time and Billing solution is focused on 3 key areas:

Project Time and Expense Tracking
Extend GoldMine’s powerful sales automation tools to include Relatia’s time and expense tracking functions. Relatia Time and Billing streamlines the process of time and expense tracking by giving field service personnel the ability to remotely add their time and expense details into GoldMine -- without connecting to a server or the Internet. Field service personnel simply pull up the client contact record in GoldMine and add time and expense details to the record by using Relatia’s proprietary Time and Billing Interface. The Information is automatically synchronized with GoldMine for use with Relatia’s powerful billing report tool. Time and expense details can also be linked to a GoldMine Project for better organization of the company's service efforts.

Client Management
Adding Relatia’s time and Billing module to GoldMine creates a truly comprehensive Customer/Client Relationship Management infrastructure. Relatia’s Time and Expense information is integrated with general GoldMine client data, making it easy for company managers to see what hours have been worked on clients' accounts, what services have been rendered, and what expenses have occurred. With the addition of Relatia’s billing information to GoldMine's existing historical data, everyone in the company has instant access to a complete and comprehensive snapshot of customer and client interaction including work performed and products delivered. You'll always have an up-to-date, complete picture of each account.

Company Profitability and Resource Optimization
Unlike other time and billing/accounting add-ons for GoldMine that focus on presenting accounting statistics, Relatia was built to focus on integrating business processes that must work seamlessly for companies that are serious about profitability and customer care. Relatia’s Metrics Console enables company owners and managers to focus the sales team on the highest probability, highest margin deals, and focus the field service staff on producing high quality work within billable allotted time. Business owners and department managers can analyze information such as hourly rates and staff productivity, and use this information to find the optimal combination of work to bring the firm closer to reaching its goals.

Relatia’s Metrics Console also takes full advantage of the integration with GoldMine by providing mission critical metrics based on the data being entered every day by your field service personnel. Our proprietary database structure allows Relatia the ability to quickly give managers an historical perspective on project profitability, company profitability, profitability by charge code, employee utilization, performance goal data and more.