Last Updated
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
Client Relationship Management
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.
Commission Tracking And Management
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.
Workflow Automation And Task Management
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.
Document Management
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.
Data Security And Control
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.
Pros And Cons of LinxCRM
Pros
Ensures data privacy through secure local storage
Verifies commissions and detects underpayment discrepancies
Highly customizable by in-house programmers to meet unique business needs
Cons
Primarily a Windows-based desktop application, requiring remote access solutions for Mac users
Limited integration options compared to cloud-first CRMs
LinxCRM Reviews
Total 4 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars25%
3
Stars0%
2
Stars25%
1
Stars0%
Share your experience
Mid-Market, 51-100 employees
“Strong CRM Foundation Tool”
Pros
I love how it works across different methods and they make it simple to handle details and manage tasks. Everything stays organized and easy to track which has been a huge help for my workflow.
Cons
The admin panel can be slow at times and I find myself getting bounced back to report pages when I dont want to.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
8
Mid-Market, 51-100 employees
“Top choice with good functionality”
Pros
The interface is clean and I can quickly grasp what the reports are showing me without spending too much time figuring things out.
Cons
It's hard to find anything wrong with this one, maybe just the fact that it's so simple, there's not much to customize but that's hardly a complaint.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
8
Functionality
10
Small-Business, 11-50 employees
“Pricey for me”
Pros
The campaign management features really stood out for us especially being able to track referrals effectively.
Cons
The cost is high and I've run into quite a few technical problems.
Rating Distribution
Ease of use
6
Value for money
3
Customer Support
3
Functionality
5
Frequently Asked Questions
What level of support does LinxCRM offer?
LinxCRM provides support available via email; phone support is offered for Gold Pass members or by appointment.
What types of pricing plans does LinxCRM offer?
LinxCRM price provides flexible plan to suit different business preferences, offering both subscription and one-time purchase options. For subscriptions, the Executive Plan is priced at $155/month for the first user, while the Professional Plan costs $190/month. Those opting for a one-time purchase can choose the Executive Plan at $5,370 or the Professional Plan at $6,780. Get your LinxCRM pricing plan designed to fit your business needs.
What language does LinxCRM support?
LinxCRM supports English as its primary language.
Does LinxCRM offer an API?
LinxCRM does not currently provide a public API. Integrations are handled through in-built connectors or manual processes.
Does LinxCRM have a mobile app?
No, LinxCRM does not offer a dedicated mobile app. It is primarily designed for desktop use.
What other apps does LinxCRM integrate with?
The software integrates seamlessly with Microsoft Office tools.
Who are the typical users of LinxCRM?
LinxCRM is well-suited for professionals working in diverse industries such as financial services, insurance, and mortgage broking.