Average Ratings 38 Ratings
Average Ratings 0 Ratings
Description
Project and service management software designed for the mid-market. Improve your project and service delivery as well as reporting and profitability with TimeLinx PSM. You no longer need to manage multiple applications. Integrating CRM and TimeLinx PSM (Project and Service Management) with accounting creates a seamless process from marketing to billing. TimeLinx PSM solutions provide transparency, access and control throughout the entire customer lifecycle, from lead management to project delivery. TimeLinx PSM applications allow departments to connect and break down information silos. They also provide detailed reporting through your ERP system. All employees, from sales to senior managers, have permission-based access that allows them to view comprehensive information and data. This helps to eliminate silos and improve overall efficiency.
Description
heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Infor CRM
Yes
Microsoft Dynamics GP
Yes
QuickBooks Online
Yes
Sage 100
Yes
Sage 200
Yes
Sage 300
Yes
Sage CRM
Yes
Sage Intacct
Yes
Sage X3
Yes
Integrations
Infor CRM
No
Microsoft Dynamics GP
No
QuickBooks Online
No
Sage 100
No
Sage 200
No
Sage 300
No
Sage CRM
No
Sage Intacct
No
Sage X3
No
Pricing Details
$45.00 per user per month
Full User - $45.00 per user per month
Mobile User - $25.00 per user per month
Mobile User - $25.00 per user per month
Free Trial
No
Free Version
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TimeLinx Software
Founded
2001
Country
United States
Website
www.timelinxsoftware.com
Vendor Details
Company Name
heroBI
Country
Israel
Website
www.herobi.io
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Resource Management
Capacity Management
Yes
Data Visualization
No
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Time and Expense
Activity Tracking
Yes
Billable Hours Tracking
Yes
Billing Rate Management
Yes
Expense Tracking
Yes
Invoice Processing
Yes
Multiple Billing Rates
Yes
Project Tracking
Yes
Reimbursement Management
Yes
Time Tracking by Client
Yes
Time Tracking by Project
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
No
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Product Features
Advertising Agency
Campaign Management
No
Collaboration
No
Document Management
No
File Sharing
No
Project Management
No
Task Management
No
Time Tracking
No
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Data Analysis
Data Discovery
Yes
Data Visualization
Yes
High Volume Processing
No
Predictive Analytics
No
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
No
Resource Management
Capacity Management
No
Data Visualization
Yes
Demand Forecasting
No
Drag & Drop
No
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
No
Utilization Management
No
Time and Expense
Activity Tracking
No
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
No
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
No
Reimbursement Management
No
Time Tracking by Client
No
Time Tracking by Project
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No