A project and service management software designed to automate project and service delivery.

Product Overview

TimeLinx is a project and service management software for professional services organizations. Its standout features include task and schedule management, real-time profit and loss monitoring, a mobile app for remote management, and a cost calculation engine to eliminate billing errors.

Pros

  • Integrates with accounting, ERP, and CRM systems
  • Easily track work progress of field employees
  • Project management features like scheduling tasks and monitoring progress

Cons

  • Interface is not always intuitive
  • Designed mainly for small scale businesses

Target Market

Professional services organizations in consulting, IT services, engineering, architecture, and construction. It benefits those needing a project and service management solution that integrates with CRM and accounting software.

Key Features

  • Automated time and expense tracking to reduce errors in invoicing.
  • Integration with accounting systems like QuickBooks for accurate tracking of deposits, retainers, and pre-pays.
  • Milestone-based billing for project deliverables.
  • Direct synchronization of project data with accounting system’s G/L accounts.
  • Review and approval processes for time and expense reports.
  • Creation of customer accounts using current CRM data.
  • Access to A/R data for selected personnel without full accounting system access.
  • Invoice and payment data visibility within projects.
  • Automatic renewal of retainers and triggering of invoices based on project tasks and milestones.
  • Time and expense record creation in accounting from project service records.
  • Demonstration of real-time project cost tracking, billing, and complex billing schemes.
  • Monitoring project objectives, milestones, and deadlines.

CRM Project Management Software

TimeLinx, integrated within CRM systems, aids Professional Services organizations by:

  • Managing staff, projects, and processes efficiently.
  • Providing real-time insights into staff performance, client profitability, project schedules, and task durations.
  • Automating functions and eliminating duplicate data entry for enhanced business performance.

Time and Billing Features

  • Easy time entry linked to accounts, projects, and tasks.
  • Comprehensive task analysis including profitability, status, and budget comparisons.
  • Project tracking with security controls, workflow systems, and various pricing methods.
  • Real-time project status updates and performance tracking over different date ranges.
  • Utilization and realization analysis for consultants.
Price Range Learn More
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Product Overview

Developer Overview

  • Name TimeLinx
  • Year Founded 2001
  • Headquarters North Andover ,Massachusetts ,USA
  • Type Private
  • Est. Size 1-10 employees
  • Est. Revenue $1M-$10M

Related Products

  • Sage Timeslips
    Time and expense tracking and billing for professional services.
  • BigTime
    Integrated time, billing, expense, project management/accounting, review/approval workflows, and reporting for professional service firms.

User Reviews of TimeLinx

Bwire Godfrey
Overall
★★★★★
★★★★★

Provide most Unique Service CRM AND Accounting in ONE

September 26th, 2023 • Role: End User

Provide most Unique Service CRM AND Accounting in ONE which reduces the cost and Improve Seamless process of Devolving Business. It help to Reduce efforts and Time. Tracking and work progress of filed employees can be tracked easily and Managed very Easily.

Pros

Timelinx software is one of the best platform which makes my time easy and for lead generating and accounts management and project management made my work easier and it's all in one good software Cons: I don't have anything cons on Timelinx software

Cons

software is like having two important helpers in one place: one for taking care of customers and another for handling money stuff. This saves you money and makes running your business easier. Plus, it helps you keep an eye on what your field workers are up to. It's a handy tool to make your business run better.