"... a fabulous program which saves time, money and cuts the stress … can’t live without it!"  -  RAMS franchise, NSW.  More feedback


Stay in Touch and in Control

Never miss an opportunity or follow-up. Stay connected with your Clients and in control of your time, without the stress.

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task management

Automate Your

Put your workflow on auto-pilot with AutoCue, Action Lists and other great automation features.

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Marketing tools

Marketing Tools

Capture every lead from day one and keep marketing to your database to realise every opportunity for additional business.

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Build a Solid Referral Pipeline

Referrals are essential and LinxCRM gives you referral tools like no other.

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Get Paid Every Cent You Are Due!

You'll be amazed at the under-payments you've put up with in the past once you get LinxCRM to do the checking for you!

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Regain Control of Your Database

LinxCRM is "cloudless not clueless". Keep your contacts to yourself and protect their interests as well as your own.

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General finance

Mortgage & Equipment Finance

Unlike generic CRMs, LinxCRM completely under-stands the needs of financial services professionals such as finance brokers.

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Don't miss the opportunity to offer protection to your clients by reviewing their insurance needs. And the insurance commission tracker makes sure you get properly paid for your efforts!

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Financial planning

Financial Planning

If financial planning is part of your arsenal than why not keep all your client's details in the one CRM? That way you can see their whole position.

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Property sales

Property Sales


Even property sales can be recorded - and commissions tracked - so if you sell investment properties as well as finance or insurance, you get everything in the one package.

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Business reporting

Powerful Business Reporting

Keep your finger on the pulse of your business with instant insights from the Management Reports Centre.

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Team management

Team Collaboration & Management

Everyone works in real time so everyone knows what's going on. On top of that there is strict security and even CPD reporting.

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Document management

Document Management

Filing cabinets bulging? Let LinxCRM help you bring your paperwork under control - with everything available at the click of a button.

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When the spotlight turns on you, it's nice to know that you have a system which will demonstrate your due diligence in caring for your clients.

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MS Office integration

Microsoft Office integration

Seamlessly work with the world's leading office suite - mail-merge with Word, send emails via Outlook, import and export Excel spreadsheets, even generate PDF reports.

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World-class Help

Easy to Use with World-Class Help

Users rave about how easy LinxCRM is to use. Plus there's free on-line help and video tutorials to get you up and running in no time.

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You can see these features in action either by viewing the video or downloading a free trial copy:


Note: Some features are available in LinxCRM Professional only. Compare editions.