LinxCRM Product Overview
LinxCRM is tailored for finance professionals, including mortgage brokers, insurance consultants, and financial planners. This client care software integrates CRM, workflow, and commission management functionalities. Its offline design ensures privacy, a critical feature for handling sensitive financial data. Users benefit from its ability to identify missing commissions, effectively offsetting its cost. LinxCRM's intuitive interface supports finance industry-specific tasks, enhancing client interactions and streamlining commission tracking. The software's offline nature appeals to professionals prioritizing data security while maintaining robust client relationship management capabilities.
Key Insights
LinxCRM automates follow-up processes by providing scheduled reminders for customer interactions. It helps users stay organized by tracking tasks, deadlines, and communication history. LinxCRM also flags potential issues, such as overdue tasks and clients without scheduled follow-ups.
The software manages agreements with referrers. It can calculate commission payments for services and property. The software securely stores documents, including contracts and photographs, for audit purposes.
How satisfied the customers are with LinxCRM use-cases
Reviews
"...LinxCRM helps automate user workflow by creating a task list providing timelines for task assigned, follow-up schedules and support staff details...." Peer review
LinxCRM Customer Insights, Testimonials and Case Studies
What Are the key features of LinxCRM for Engaging And Following Up?
How efficiently Does LinxCRM manage your Contract Management?
How does LinxCRM facilitate Workflow Management?
How does LinxCRM address your Contact List Management Challenges?
What is LinxCRM?
LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It's a Windows-based desktop system with secure remote access. It helps to enhance customer relationships and acquire customers.
LinxCRM helps to manage all the incoming commissions and alerts instantly to any underpayments which are locally written and supported. Its customization charges are as per the need and remains under control without an aggregator, franchise head office, or producer group.
Its features include mortgage finance, equipment finance, insurance, financial planning, and property management. It also includes team collaboration and planning, document management, workflow automation, marketing management, referral tools, and business reporting.
What is LinxCRM used for?
What are the top features of LinxCRM?
What are LinxCRM alternatives?
Where is LinxCRM located?
11 buyers and buying teams have used Cuspera to assess how well LinxCRM solved their CRM needs. Cuspera uses 630 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Peers used LinxCRM for engaging and following up and contract management
LinxCRM Competitors
LinxCRM Features
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (75) |
| Analytics | Read Reviews (9) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (75) |
| Analytics | Read Reviews (9) |
Software Failure Risk Guidance
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Overall Risk Meter
Top Failure Risks for LinxCRM
Linx Software Pty Ltd. Profile
Company Name
Linx Software Pty Ltd.
Company Website
//linxcrm.comHQ Location
2/44 Gordon Street Mackay, Qld 4740, Australia
Employees
NA
Financials
NA
