New Software Weds Customer-Facing CRM With Professional Services Management


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TimeLinx™ release integrates project, time and expense management with traditional CRM software for sales and marketing

North Andover, MA – April , 2007 – A new release of TimeLinx software makes pertinent information on Professional Services Management visible and accessible throughout a company – including sales, marketing, technical support and customer service staff. TimeLinx Software, LLC ( has launched TimeLinx CRM 5.0, which integrates time, task and expense tracking for client projects with sales and marketing data captured by traditional Customer Relationship Management (CRM) systems.

“All marketing, sales and services information can now be in one place and made accessible across the organization in order to provide better service to the customer and improve knowledge, efficiency and accuracy throughout the enterprise,” says Mark Engelberg, TimeLinx president. “The TimeLinx approach to Project and Professional Services Management provides a holistic view of the customer, extending the value of CRM. Standalone CRM systems generally have no access to information about customer delivery and service – an important part of the customer relationship,” he explains.

“TimeLinx is well suited for organizations saddled with multiple systems that fail to cleanly connect back- and front-office applications, and/or limit staff access to service information due to back-office security issues and licensing costs,” according to Engelberg. “These organizations require their IT departments to support and maintain at least three, and possibly four, applications to drive the enterprise: a CRM system for managing sales and marketing; a project management system to manage projects; a time/expense entry system for gathering data to bill customers for services performed; and the accounting system that produces invoices and handles the financial aspects of the business.”

Holistic view
“With TimeLinx CRM, this mess is reduced to two tightly integrated systems: 1) a traditional CRM system with a fully integrated project/time/expense system, and 2) the accounting and billing system,” he says. “With the data in just one system, it then becomes simple to move the appropriate services and expense data into the accounting system electronically for billing, while capturing significantly more intelligent, important and integrated data for users familiar with the CRM system.”

Porting invoiced data back into TimeLinx CRM is also supported. The appropriate accounting data (including invoice numbers, amounts, and balances) is stored with the CRM relationship information, “again becoming part of the whole picture,” Engelberg says.

TimeLinx CRM 5.0 adds or enhances over 200 features, while simplifying ease of use, according to the company. The software gives organizations a fast and easy way to track billable and non-billable time and expenses directly within the CRM software. TimeLinx allows users to manage staff and projects without the burden of learning and using a complicated project management system.

Through TimeLinx 5.0, staff and managers across an organization know the status of every project; the time logged for each consultant; what projects and tasks are incomplete; specific user assignments and availability for any time period, how actual revenues compare to forecasts; and the most and least profitable clients, consultants and projects. TimeLinx is powered by the Sage SalesLogix CRM engine.

TimeLinx CRM 5. 0 is shipping now and evaluation copies can be requested from the TimeLinx at

About TimeLinx Software

Headquartered in North Andover, MA, TimeLinx Software, LLC specializes in time and cost tracking software for CRM, providing on-site installation and training through its authorized partners. For more information visit, call 978-662-1171, or contact Steven Feldman, Timelinx Marketing at: [email protected]; 978-662-1171 x710.

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