LinxCRM

LinxCRM

Linx Software
TimeLinx

TimeLinx

TimeLinx Software
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About

Generic CRM systems do not understand finance-specific matters like loan details, insurance, commissions or investments. There are generally no fields to enter such things, nor can they report effectively on them. LinxCRM has been designed from the ground up for finance, by people from the industry. It "knows" finance. Normal web-based system leave you open to risk under privacy legislation. By contrast, LinxCRM keeps your client data entirely under your control, yet still allow remote access if needed through a "private cloud". Even we can't access your data! If your business covers more than one aspect of finance you wont need multiple systems to handle your CRM needs. You'll be able to see at a glance each Client's entire portfolio of loans, policies, properties, etc. in the one client record, along with copies of your supporting compliance documentation.

About

Project and service management software designed for the mid-market. Looking for a project and service management solution that delivers better customer experiences and higher profitability. Free yourself from the burden of juggling multiple applications. TimeLinx PSM (Project and Service Management) and CRM, integrated with accounting, creates a single, seamless process from marketing to invoicing. TimeLinx PSM solutions are designed to provide transparency, access, and control across your entire customer lifecycle from lead management to project delivery. TimeLinx PSM applications connect departments to break down information silos while providing detailed reporting through your ERP system by transforming it from a single function application into a complete project and service management tool. Your entire organization gains permission-based access to comprehensive information and data, eliminating silos between departments and increasing overall efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes to manage their finance-specific operations

Audience

Companies that are looking for a project and field service management solution that integrates with CRM and Accounting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45.00 per user per month
Full User - $45.00 per user per month
Mobile User - $25.00 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.4 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • I liked its ability to remind me every time my subscription was ending and discounts on every time of renewal
  • TimeLinx offers an excellent combination of CRM and project management tools. Features like time tracking, scheduling, and billing work seamlessly. The reporting tools are detailed and customizable, which helps our team monitor progress and stay on track.
  • TimeLinx comes with seamless CRM integration. It works phenomenally well Infor and Sage for end to end project tracking. The time and expanse tracking features work flawlessly as well as ensures in providing accurate billing and financial insights. It is easily accessible across multiple devices which makes quite easily to manage multiple projects while on the go. It comes with a powerful resource management tool that allows smooth scheduling and work load balancing across teams. One can easily track budgets and optimize operations just by looking into reporting having valuable insights on project progress.
  • Best customer experience, higher profitability. Clean and simple user interface. Easy to navigate any features.
  • TimeLinx offers an all-encompassing suite of tools for managing projects, from inception to completion. Features like task management, Gantt charts, and milestone tracking allow users to visualize the entire project timeline, assign tasks to team members, and monitor progress. This makes it easy for project managers to ensure that timelines are met and resources are allocated effectively.

Cons

  • I dislike the reluctance of support team and inability to allow us login from different regions
  • The user interface feels a bit outdated and not very modern. New users may find it confusing at first, and onboarding or initial setup guidance could be better and more user-friendly. The learning curve is slightly steep.
  • The user dashboard still feels outdated, it would be more beneficial for users with an intuitive UI and modern design. For initial users it can be overwhelming and requires detailed technical learning to learn its entire potential. Sometimes tailoring reports as per my organizational needs are bit difficult as its customization in reporting is somewhat limited.
  • There is nothing as such which i have disliked about this product so far.
  • While TimeLinx offers a lot of great features, some users have found that certain aspects of the software, such as report templates or task workflows, have limited customization options. Businesses with highly specific needs may need additional flexibility in tailoring the software to their unique processes.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Linx Software
Australia
www.linxcrm.com

Company Information

TimeLinx Software
Founded: 2001
United States
www.timelinxsoftware.com

Alternatives

HCL SafeLinx

HCL SafeLinx

HCL Software

Alternatives

M-LINX

M-LINX

MCC
TimeLinx

TimeLinx

TimeLinx Software
PetLinx

PetLinx

Software Revolutions
HCL SafeLinx

HCL SafeLinx

HCL Software
FactoryTalk Linx

FactoryTalk Linx

Rockwell Automation
FactoryTalk Linx

FactoryTalk Linx

Rockwell Automation

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Integrations

Infor CRM
Infracommerce
Microsoft Dynamics GP
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3
Uptix

Integrations

Infor CRM
Infracommerce
Microsoft Dynamics GP
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3
Uptix
Claim LinxCRM and update features and information
Claim LinxCRM and update features and information
Claim TimeLinx and update features and information
Claim TimeLinx and update features and information