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 Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Free Trial Not Supported

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 4.5 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.3 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • Best part about the TimeLinx is that provide enterprise level integration across CRM - covering lead management, product delivery & quotation, multi level audits, enhanced revenue optimization module.
  • What I like most is that everything is in one place. It's easy to keep track of projects, assign resources, and log time without jumping between different tools. The dashboard gives a good overview, and the reporting features make it easier to see how projects are progressing.
  • 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.
  • Best customer experience, higher profitability. Clean and simple user interface. Easy to navigate any features.

Cons

  • Cons are more or less similar to other competitors - Steep product learning curve, User Interface is not as per the current market needs, Report customization is constrained for specific features, Total cost of ownership for the tool can be steep for small organisations
  • One thing I didn't like is that it takes some time to get used to all the features. A few pages can feel a bit cluttered, and some reports could be easier to customise. Overall, it's a good platform, but there is definitely a learning curve for new users.
  • 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.
  • There is nothing as such which i have disliked about this product so far.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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 Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

CRM Features

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

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Project Management Features

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

Resource Management Features

Capacity Management Supported
Data Visualization Not Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Time and Expense Features

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

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Not Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Integrations

Infor CRM Not Supported
Infracommerce Supported
Microsoft Dynamics GP Not Supported
QuickBooks Online Not Supported
Sage 100 Not Supported
Sage 200 Not Supported
Sage 300 Not Supported
Sage CRM Not Supported
Sage Intacct Not Supported
Sage X3 Not Supported
Uptix Supported

Integrations

Infor CRM Supported
Infracommerce Not Supported
Microsoft Dynamics GP Supported
QuickBooks Online Supported
Sage 100 Supported
Sage 200 Supported
Sage 300 Supported
Sage CRM Supported
Sage Intacct Supported
Sage X3 Supported
Uptix Not Supported
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