Retain

Retain

Retain International
TimeLinx

TimeLinx

TimeLinx Software
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About

Retain is a feature-packed resource planning software trusted by the Big Four (KPMG, Ernst & Young, Deloitte and PwC) and many other professional services organizations. With Retain, organizations can produce and deliver planning information with more clarity. Retain offers insightful views for planning data, comprehensive reporting for extracting meaningful business information, metrics for measuring success, and talent management tools for monitoring performance and tracking skill shortage. Accessible anywhere. Retain Cloud SaaS resource management has everything you need to schedule people effectively, including skills tracking, forecasting, intelligent management information reporting and insightful graphical features.

About

Project and service management software designed for the mid-market. Looking for a project and service management solution that delivers better customer experiences and higher profitability. Free yourself from the burden of juggling multiple applications. TimeLinx PSM (Project and Service Management) and CRM, integrated with accounting, creates a single, seamless process from marketing to invoicing. TimeLinx PSM solutions are designed to provide transparency, access, and control across your entire customer lifecycle from lead management to project delivery. TimeLinx PSM applications connect departments to break down information silos while providing detailed reporting through your ERP system by transforming it from a single function application into a complete project and service management tool. Your entire organization gains permission-based access to comprehensive information and data, eliminating silos between departments and increasing overall efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional businesses such as accountancy, law and consultancy firms, and financial institutions.

Audience

Companies that are looking for a project and field service management solution that integrates with CRM and Accounting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$45.00 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.4 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Retain International
Founded: 1993
United Kingdom
retaininternational.com

Company Information

TimeLinx Software
Founded: 2001
United States
www.timelinxsoftware.com

Alternatives

Alternatives

M-LINX

M-LINX

MCC
HCL SafeLinx

HCL SafeLinx

HCL Software
Avaza

Avaza

Avaza Software
FactoryTalk Linx

FactoryTalk Linx

Rockwell Automation

Categories

Categories

Project Management Features

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

Time and Expense Features

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

Workforce Management Features

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Project Management Features

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 Features

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

Time and Expense Features

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

CRM Features

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 Features

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

Tradesman Job Management Features

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

Integrations

Infor CRM
Microsoft Dynamics GP
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3

Integrations

Infor CRM
Microsoft Dynamics GP
QuickBooks Online
Sage 100
Sage 200
Sage 300
Sage CRM
Sage Intacct
Sage X3
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