CRM Project Management for Sage SalesLogix

With TimeLinx, you don’t simply manage the work; you manage dollars and profits.

TimeLinx CRM Project Management software performs time and expense tracking as well as real-time analysis and reporting for managers across your organization -- sales, marketing, service delivery, and finance/accounting. It captures not only hours worked, but calculates the associated "dollars” that help make your business profitable -- revenues, profits, costs, margins and more.  

Through TimeLinx, you manage all aspects of your service business.  You use it daily to make your work, projects and staff more productive and profitable. Manage projects, tasks, resources, time entry, expenses, scheduling, tickets, and issues with a special focus on optimizing financial returns.  With TimeLinx, you don’t simply manage the work, you manage the dollars.

Gauge if you need TimeLinx for CRM project management:

Test to see if you need CRM project management for your service organization

The TimeLinx difference: 

  1. TimeLinx reduces errors and duplicate data entry to lower administrative overhead by keeping all service delivery data with the rest of your customer information.  No more re-keying of information, once kept in multiple spreadsheets, applications and custom databases.
  2. TimeLinx shrinks the time to collect project data and manage spreadsheets. 
  3. It proactively prevents over-budget, over-schedule and non-performing projects. 
  4. It reduces staff time spent providing updates on project status to management and customers.
  5. It improves resource utilization (reduces "bench time").    
  6. It increases margins on billable projects by implementing "premium" rates.
  7. It improves efficiency and accuracy by easily replicating similar project work. 

TimeLinx Calculation Engine

To proactively manage the business, TimeLinx is built around the calculation of financial numbers. (Show your CFO the TimeLinx way of managing projects and you will gain an enthusiastic supporter.) TimeLinx utilizes a proprietary financial engine that enables you to accurately and instantly calculate revenues, costs and margin for all work performed and money spent. TimeLinx turns projects into dollars automatically.

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TimeLinx was built from the ground up by accountants, who guided programmers. Programmers traditionally think in technical terms. Accountants, with financial backgrounds, think in dollars and cents (or Euros or whatever).  They require precision and accuracy, following Generally Accepted Accounting Principles. 

TimeLinx measures projects based on real-time financial performance rather than simply tracking hours, tasks, and schedules as other products do.

TimeLinx performs automated revenue calculations on: 

  • Variable hourly rates.
  • Negotiated project contracts.
  • Negotiated account contracts.
  • Consultant-based pricing.
  • Consultant pricing based on skill levels and certifications.
  • Work-based rates based on different tasks.
  • Fixed-fee projects.
  • Automated milestone billing functions with reminders and ERP integration.
  • A pre-pay retainer system, including volume and percentage discounts.
  • Automated retainer renewals, thresholds, alerts, usage reports, and more.
  • Unlimited custom rates including overtime, after-hours, Saturday, Sunday, and holidays.
  • Automated travel charges, Per Diem charges, and Project Manager or other extraordinary charges.

Only TimeLinx puts all your information into one fully integrated system.

Managing your business with multiple applications such as web apps, custom databases and spreadsheets costs money. Eliminate the costs associated with licenses, maintenance, training, and support by integrating front office customer-facing applications and information into TimeLinx.

With TimeLinx, you manage your entire lifecycle: 

  • Run the Campaigns.
  • Get the Leads.
  • Quote the work.
  • Forecast the opportunity and close the deal.
  • Manage, track and deliver accurate, profitable work.
  • Provide best-of-class customer service and technical support.
  • Nurture the relationship. 
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You track the complete lifecycle relationship!  TimeLinx will automatically push all the computing revenues and costs into your General Ledger, Accounts Receivable, J/C, and A/P modules of your chosen accounting system!  

TimeLinx includes:

  • Customer Relationship Management
  • Project Management
  • Resource Management
  • Asset Management
  • Contract Management
  • Retainer Management
  • Quotation Management
  • Service Management
  • Issues Management
  • Job/Task Scheduling
  • Job Boards
  • ERP Integration
  • Automated Alerts
  • Custom Reporting

* Features are dependent on Version and Edition.