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Professional Services & Project Management CRM Consolidate Project & Service Functionality

Saleslogix Time & Billing / Project Management

TimeLinx gives any organization with a need to track billable or non-billable time an easy and fast way to track time and expenses directly within Saleslogix.

Immediate Information: Time-critical information is available immediately to users without laborious re-keying of data. Information is in the home office the same day for a visible improvement in customer service.


Fast and Accurate Time Entry: The TimeLinx weekly timesheet view permits time entry in a spreadsheet fashion for an entire week right down to the specific Tasks performed. The system includes a manager selection interface for each user, project security controls, and a workflow system for project manager and manager approvals. Simply choose the Account, Project and Task, and enter time and comments for an entire week.


Flexible Contracts and Billing Modes: Addendums and change order contracts are tracked. Projects can be set to price and track costs based on five different pricing methods. A secure attendance module shows work performance for any date range, and utilization and realization analysis for each consultant. Service records can be linked to any project, or even without a project for on-the-fly customer requests or pre-sales situations. The total amount of time expended for a project is continuously updated on screen so users and management are alerted about overages in real time. TimeLightâ„¢ traffic signal system changes colors automatically to indicate that work is under, nearing or over contracted time.


Track Time and Costs Right Down to the Task Level: What types of work are the most profitable for your company? Using tasks on a project enables users to segment their time according to the type of work performed, and TimeLinx tracks it all. Profitability by task, when did the task begin, who is assigned to it, how much is left to be completed, how much time has been spent, and actual vs. budget. All this and more!

 

360 Degree View of Clients and Projects

A SalesLogix Endorsed Solution, TimeLinx stores all client and project-related information in a single CRM-based system, eliminating the need and expense of maintaining multiple databases, spreadsheets, and other applications.TimeLinx-Professional-Services-CRM

Your entire organization - from Sales to Senior Management - gains permission-based access to comprehensive information, eliminate information silos between departments and increasing efficiency and profitability.

TimeLinx - 360 degree view of the customer

360-degree-view-customer

Web Project Details:

TimeLinx-Web-Project-Details

Project Financials

Timelinx-Project-Financials

Gantt Charts

Timelinx-Gantt-charts

Web Calendar

Timelinx-web-calendar

 

TimeLinx Websheet (web time entry)

Timelinx-Websheet

TimeLinx SmartMobile

Timelinx-SmartMobile

 

TimeLinx Videos

Web Time Sheet:

This brief video from TimeLinx will show users of SalesLogix how to rapidly input all their time, expenses, and notes for any time period using a browser from anywhere in the world, in real time. Users simply log-in, drag a Task from the Projects list to the Calendar, and enter time, travel expenses, notes and more. The TimeLinx WebSheet is compatible with SalesLogix LAN. This is demonstration text. Click 'edit' above to create your own content.

 

Web Calendar:

This brief demo from TimeLinx WebCalendar will show users how they can rapidly check on their work schedules and assignments, and project managers can schedule work onto the SalesLogix calendar for Projects and Tasks from anywhere in the world. WebCalendar, accessed via a web brower, does not require a direct user interface into SalesLogix.

 

TimeLinx for Saleslogix: Part I

This is Part 1 of an overview of TimeLinx for SalesLogix. TimeLinx is a SalesLogix-integrated Professional Services Automation system that manages, projects, tasks, milestones, expenses, resources, contracts, and much more.

 

TimeLinx for Saleslogix: Part II

This is Part 2 of an overview of TimeLinx for SalesLogix. TimeLinx is a SalesLogix-integrated Professional Services Automation system that manages, projects, tasks, milestones, expenses, resources, contracts, and much more.