Average Ratings 0 Ratings
Average Ratings 37 Ratings
Description
Retain is a comprehensive resource management solution utilized by major firms such as KPMG, Ernst & Young, Deloitte, and PwC, along with numerous other professional services companies. This software enables organizations to generate and communicate planning details with enhanced precision. With Retain, users gain valuable insights into planning data, extensive reporting capabilities that facilitate the extraction of significant business intelligence, metrics designed to assess success, and tools for talent management that help oversee performance and identify skill gaps. Additionally, Retain is accessible from any location, as its Cloud SaaS platform encompasses all the essential features needed for effective workforce scheduling, including skill tracking, forecasting capabilities, smart reporting mechanisms, and visually engaging graphical tools that enhance user experience. Overall, Retain stands out as an indispensable asset for organizations looking to optimize their resource planning and management processes.
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.
API Access
Has API
API Access
Has API
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
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$45.00 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Retain International
Founded
1993
Country
United Kingdom
Website
retaininternational.com
Vendor Details
Company Name
TimeLinx Software
Founded
2001
Country
United States
Website
www.timelinxsoftware.com
Product Features
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
Workforce Management
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
Product 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