What is LinxCRM?

Standard CRM solutions frequently fail to address finance-related particulars such as loans, insurance, commissions, or investment information, which complicates the ability to generate reports on these critical areas. Often, they lack designated fields for inputting this data, resulting in a significant functional shortcoming. In stark contrast, LinxCRM has been meticulously crafted by financial industry professionals to specifically serve the needs of the financial sector, ensuring a deep understanding of finance's complexities. Unlike traditional web-based platforms that could compromise your privacy, LinxCRM guarantees complete control over your client data while providing secure remote access through a "private cloud." Astoundingly, even our team is unable to access your information! For organizations operating in diverse financial domains, LinxCRM eliminates the need to manage multiple systems, as it integrates all components into a single, cohesive client record. This integration enables you to easily review each client's full portfolio of loans, policies, properties, and more, while simultaneously keeping your compliance documentation well-organized and readily available. Consequently, LinxCRM not only boosts operational efficiency but also fortifies your data security and privacy. By choosing LinxCRM, you can focus more on your clients and less on administrative burdens, ultimately paving the way for improved client relationships and business growth.

Screenshots and Video

LinxCRM Screenshot 1

Company Facts

Company Name:
Linx Software
Company Location:
Australia
Company Website:
www.linxcrm.com

Product Details

Deployment
Windows
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

LinxCRM Categories and Features

CRM Software

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