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What is TimeLinx?

TimeLinx PSM is a project and service management software tailored for mid-market businesses, enabling enhanced delivery and profitability while simplifying reporting. With TimeLinx PSM, there's no longer a need to juggle various applications, as it seamlessly integrates CRM and accounting systems, streamlining the entire process from marketing to invoicing. The solutions offered by TimeLinx PSM ensure clarity, accessibility, and control across the customer lifecycle, encompassing everything from lead management to successful project execution. These applications foster interdepartmental connectivity, effectively dismantling information silos. Moreover, they deliver in-depth reporting capabilities through your ERP system, empowering every employee—from sales staff to upper management—with permission-based access to vital information and insights. This level of transparency not only helps to eliminate silos but also significantly boosts overall operational efficiency, making it easier for teams to collaborate and achieve common goals. Ultimately, TimeLinx PSM positions organizations for sustained growth and improved service delivery.

What is IRIS CRM?

Founded in 2010 by Dimitri Akhrin, IRIS CRM has emerged as a premier customer relationship management tool tailored for the payments industry. While overseeing an Independent Sales Organization (ISO), Dimitri recognized a significant gap in dependable business management solutions for payment processors, prompting him to develop a comprehensive tool that led to the creation of IRIS CRM. The acronym IRIS represents "Integrated Reporting Is Simple," reflecting the company's commitment to ease of use and accessibility. As a web-based application, IRIS CRM facilitates ISOs in effectively managing the entire lifecycle of a merchant, beginning with the initial lead and extending through to the ongoing management of the account. This approach not only streamlines operations but also enhances client relationships, ultimately driving success in the competitive payments landscape.

Media

Media

Integrations Supported

Adobe Acrobat Sign
Cobalt
Hyperise
Infor CRM
LiveChat
Microsoft Dynamics GP
Microsoft Outlook
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3
Zapier

Integrations Supported

Adobe Acrobat Sign
Cobalt
Hyperise
Infor CRM
LiveChat
Microsoft Dynamics GP
Microsoft Outlook
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$45.00 per user per month
Free Trial Offered?
Free Version

Pricing Information

$1,499 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TimeLinx Software

Date Founded

2001

Company Location

United States

Company Website

www.timelinxsoftware.com

Company Facts

Organization Name

Integrated Reporting is Simple LLC

Date Founded

2010

Company Location

United States

Company Website

www.iriscrm.com

Categories and Features

CRM

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

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Project Management

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

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

CRM

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

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