Overview
LinxCRM is a client relationship management (CRM) system designed for financial services professionals in Australia and New Zealand. While it may not be a cloud-native solution, it excels in securing client data, organizing workflow, and accurately tracking commissions. This ensures users maintain control over their business operations.
Overall Rating
Based on 4 users reviews
4
Rating Distribution
Positive
75%
Neutral
25%
Negative
0%
Starting Price
Custom
LinxCRM Specifications
Financial CRM Software
Mortgage CRM Software
Insurance CRM
CRM for Financial Advisors
What Is LinxCRM?
LinxCRM is a comprehensive CRM solution specifically developed for mortgage and finance brokers, insurance consultants, and financial planners. It helps users manage their workflow, organize business operations, and efficiently track commissions. Tailored for the Australian and New Zealand financial services industry, LinxCRM prioritizes data security and user control, enabling businesses to maintain their independence and streamline operations with functionalities like client management, task organization, referrer tracking, and commission oversight.
LinxCRM Pricing
LinxCRM offers flexible pricing with both subscription and one-time purchase options.
Subscription option for first user
- Executive Plan: $155/month
- Professional Plan: $190/month
One-Time Purchase option for first user
- Executive Plan: $5,370
- Professional Plan: $6,780
Disclaimer: The pricing is subject to change.
LinxCRM Integrations
The software offers seamless integration with Microsoft Office tools for enhanced productivity and workflow efficiency.
Who Is LinxCRM For?
LinxCRM is ideal for professionals across a wide range of industries, including:
- Financial services
- Insurance providers
- Mortgage brokers
Is LinxCRM Right For You?
LinxCRM may be a strong fit if you are in the finance sector and need robust client record management, compliance tools, and offline access. Its local installation and tight data controls cater to firms handling confidential client information. If your operations rely on privacy and internal control, LinxCRM offers a unique niche solution.
Still doubtful if LinxCRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
LinxCRM Features
LinxCRM centralizes client data, including personal details, financial portfolios (loans, insurance, investments), and communication history. This all-in-one view helps professionals manage relationships, track interactions, and identify new business opportunities efficiently.
This feature tracks all commissions with precision and receives alerts for underpayments. The Professional version supports commission splitting among staff or external referrers, ensuring accurate and transparent compensation processes.
LinxCRM includes tools like autocue, action lists, and action wizards to automate follow-ups and daily operations. Team members receive organized daily task lists to improve productivity and ensure timely client engagement.
This feature digitizes and attaches essential documents to each client record. This reduces paperwork, supports compliance, and allows instant access to necessary files, streamlining document control, and improving accessibility.
Designed as an on-premises solution, LinxCRM ensures complete user control over data. Its cloudless approach enhances privacy, preventing external access even from Linx software.
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