LinxCRM Overview

This is a summary of the comprehensive capabilities and benefits of LinxCRM based on over 630 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

LinxCRM, YetiForce CRM, Karma CRM, Top Producer CRM, Solve CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if LinxCRM is right for your needs? Our Cuspera AI engine can evaluate how LinxCRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

LinxCRM supports business activities such as:

  • Engaging And Following Up
  • Contract Management
  • Workflow Management
  • Proposal & Quote Management
  • Contact List Management

LinxCRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, and Improve Internal Communications. It can help manage these activities if you use Phone Calls for these needs. As a solution, LinxCRM's capabilities include Recording, Templates, Personalization, etc.

Reviews

"...LinxSplitx module - automated loan commission splitting to team members & referrers, with statements Referrers Create unlimited referrer firms and contacts Record diary activities and set tasks for referrers Referrer follow-up management SMS & email (via MS Outlook ) 2 Task interface to MS Outlook calendar Single & Group..." LinxCRM Features Matrix

Cuspera Reviews

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.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using LinxCRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve Internal Communications
See all business priorities See less business priorities

Use Cases

Peers recommend Engaging And Following Up , Contract Management , Workflow Management , as the business use cases that they have been most satisfied while using LinxCRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engaging And Following Up with Phone Calls

4.72/5 ★

Read Reviews (19)

"...LinxSplitx module - automated loan commission splitting to team members & referrers, with statements Referrers Create unlimited referrer firms and contacts Record diary activities and set tasks for referrers Referrer follow-up management SMS & email (via MS Outlook ) 2 Task interface to MS Outlook calendar Single & Group..." LinxCRM Features Matrix
Contract Management

4.26/5 ★

Read Reviews (9)

"...mail-merging with MS Word , with sample templates Google Maps interface Third-party notification of milestone events Record commission agreements with referrers for compliance purposes Pay referrers finance commission splits through LinxSplitx Workflow Automation Task setting with..." LinxCRM Features Matrix
Workflow Management

4.46/5 ★

Read Reviews (7)

"...Other features include team collaboration and planning, document management, workflow automation, marketing management, referral tools and business reporting...."
PEER EXPERIENCES
Engaging And Following Up with Phone Calls

4.72/5 ★

Read Reviews (19)

"...LinxSplitx module - automated loan commission splitting to team members & referrers, with statements Referrers Create unlimited referrer firms and contacts Record diary activities and set tasks for referrers Referrer follow-up management SMS & email (via MS Outlook ) 2 Task interface to MS Outlook calendar Single & Group..." LinxCRM Features Matrix
Contract Management

4.26/5 ★

Read Reviews (9)

"...mail-merging with MS Word , with sample templates Google Maps interface Third-party notification of milestone events Record commission agreements with referrers for compliance purposes Pay referrers finance commission splits through LinxSplitx Workflow Automation Task setting with..." LinxCRM Features Matrix
Workflow Management

4.46/5 ★

Read Reviews (7)

"...Other features include team collaboration and planning, document management, workflow automation, marketing management, referral tools and business reporting...." Peer review

27+ more Business Use Cases

Our AI advisor, Wyz, harnessed 630 insights from peers and experts to help you assess how these LinxCRM use cases fit your CRM needs.

Based on peer insights

Cuspera recommends LinxCRM for

Use Cases Engaging And Following Up , Contract Management , Workflow Management
Medium Phone Calls
Features Recording, Templates, Personalization
Business Priorities Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue

Frequently Asked Questions(FAQ)

for LinxCRM

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.

What is LinxCRM used for?

LinxCRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engaging And Following Up, Contract Management and Workflow Management .

What are the top features of LinxCRM?

Recording, Templates and Personalization are some of the top features of LinxCRM.

What are LinxCRM alternatives?

YetiForce CRM, Karma CRM, Top Producer CRM and Solve CRM are popular alternatives for LinxCRM.

Where is LinxCRM located?

LinxCRM is headquartered at 2/44 Gordon Street Mackay, Qld 4740, Australia.

Peers used LinxCRM to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for LinxCRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.35/5 ★

Read Reviews (51)
Templates

4.00/5 ★

Read Reviews (10)
Personalization

3.99/5 ★

Read Reviews (10)
Alerts: popups & Notifications

4.07/5 ★

Read Reviews (8)
Calculator

3.94/5 ★

Read Reviews (7)
FEATURES RATINGS AND REVIEWS
Recording

4.35/5 ★

Read Reviews (51)
Templates

4.00/5 ★

Read Reviews (10)
Personalization

3.99/5 ★

Read Reviews (10)
Alerts: popups & Notifications

4.07/5 ★

Read Reviews (8)
Calculator

3.94/5 ★

Read Reviews (7)

IT and Other Capabilities

for LinxCRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.38/5 ★

Read Reviews (135)
Data Export

4.34/5 ★

Read Reviews (93)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.38/5 ★

Read Reviews (135)
Data Export

4.34/5 ★

Read Reviews (93)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.46/5 ★

Read Reviews (24)
Email Support

4.13/5 ★

Read Reviews (4)
Chat Support

3.04/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.46/5 ★

Read Reviews (24)
Email Support

4.13/5 ★

Read Reviews (4)
Chat Support

3.04/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.43/5 ★

Read Reviews (75)
Analytics

4.07/5 ★

Read Reviews (9)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.43/5 ★

Read Reviews (75)
Analytics

4.07/5 ★

Read Reviews (9)

Software Failure Risk Guidance

?

for LinxCRM

Overall Risk Meter

Low Medium High

Top Failure Risks for LinxCRM

Vendor Profile Details

Company Name

LinxCRM

Company Website

http://www.linxcrm.com/

HQ Location

2/44 Gordon Street Mackay, Qld 4740, Australia

Employees

NA

Financials

NA