LinxCRM Features Matrix
Your Choice of Features
LinxCRM has two different editions - Executive and Professional. Just select the one which is right for your business.
The matrix below shows only the main features of each edition, not all features. Feel free to contact us if you would like our suggestions on what would be most suitable for your business. Here's a guide, but please refer to the matrix for more details:
- For finance brokers who are small to medium businesses with little or no involvement with insurance or financial planning and who do not need to distribute commissions to third parties, we suggest LinxCRM Executive
- For finance brokers, financial planners and those involved with risk insurance, and/or those who need to distribute commissions to staff or third parties, your best choice would be LinxCRM Professional
Tip: Although you can later upgrade from one level to another it is usually best not to under-equip your business. Like a car towing a caravan, if you're under-powered you can sometimes do more harm than good. Setting up your business and team members with the right tools from the beginning will usually bring the greatest - and quickest - benefits.
| FEATURE | Executive | Professional |
Recommended for the following situations: |
Most financial services businesses other than those described to the right. |
Businesses with consulting activities such as Risk Insurance or Financial Planning, and those who need to distribute commissions. |
| Clients | ||
| Record extensive details of clients, including A&L, employment, demographics, etc. |
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| Import of leads or contacts through the Client Import Wizard |
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| Record sales of loans, insurance, services and property |
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| Audit-proof diary |
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| AML/CTF Compliance checker |
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| SMS & email (via MS Outlook®)2 |
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| Task interface to MS Outlook® calendar |
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| Sales analytics, with graphing |
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| Single & Group mail-merging with MS Word®, with sample templates |
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| Google Maps interface |
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| Linx FileStore™ document management system |
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| Cloning of loans for the purpose of managing bonuses, clawbacks, etc. |
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| Refix loan automation, with automatic discharge of outgoing loans |
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| Create 'Related Files' link between different Client records |
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| Additional tracking comments for client contact and lost sales recording |
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| LinxInsure™ module - detailed needs analysis for risk insurance3 |
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| LinxPlan™ module - detailed needs analysis for financial planning |
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| Foreign-language support for SMS2 (eg. Arabic, Chinese, Urdu and most non-Latin based languages) |
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| Commissions | ||
| INCOMING | ||
| Full provider details including default commission rates for loans, insurance, services & property |
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| Trail-Lifter™ - automatically calculates stepped trail increases for all loans |
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| Calculate & reconcile incoming commissions for Finance, Insurance & Services |
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| Discrepancy commission reporting & claims |
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| LinxECP™ module - import finance commission files from numerous lenders, groups & aggregators |
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| LinxECP™ module - import insurance commissions electronically |
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| Cloning of loans to help calculate commission bonuses, clawbacks, etc |
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| OUTGOING | ||
| Monitor casual payments to referrers or team members |
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| Register of agreements made with third parties (referrer firms, referrer contacts and team members) |
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| LinxSplitx™ module - automated loan commission splitting to team members & referrers, with statements |
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| Referrers | ||
| Create unlimited referrer firms and contacts |
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| Record diary activities and set tasks for referrers |
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| Referrer follow-up management |
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| SMS & email (via MS Outlook®)2 |
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| Task interface to MS Outlook® calendar |
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| Single & Group mail-merging with MS Word®, with sample templates |
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| Google Maps interface |
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| Third-party notification of milestone events |
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| Record commission agreements with referrers for compliance purposes |
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| Pay referrers finance commission splits through LinxSplitx |
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| Workflow Automation | ||
| Task setting with team member alerts |
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| Action Wizards - pre-defined event scheduling |
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| Birthday, loan-review & fixed-rate expiry management |
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| AutoCue™ automated task creation |
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| Task interface to MS Outlook® calendar - Clients & Referrers |
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| Team Members | ||
| Team Member accreditations, licensing & CPD reporting |
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| Google Maps interface |
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| SMS & email (via MS Outlook®)2 |
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| System Activity Log to monitor key events |
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| Six security levels available as standard |
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| Menu Manager lets you lock down access to specific menu items |
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| Record commission payment agreements with team members for compliance purposes |
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| Set targets for sales (finance, insurance, services & property) and for client calls/contacts made |
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| Recording of Team Member qualifications for merging with proposals and compliance docs |
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| Other | ||
| Extensive reporting, including Management Reports Centre |
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| Private & confidential - on-premise but with support for thin-client "private cloud" remote access. |
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| Data stays with you in non-proprietary system with extensive export options |
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| Compatible with Windows Vista, 7, 8 & 10 |
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| Interfaces with MS Office 2003, 2007, 2010 & 2013 |
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| Easy-to-use, logical interface designed for fast operation |
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| Numerous customisable functions to suit the way you work |
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| Automatic postcode lookup (Australia & New Zealand). |
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| Training & Demo modes for safe testing and training |
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| Context-sensitive on-line help system |
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| Available as either subscription or purchase |
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| Advanced reporting options such as sales conversions & processing staff analysis |
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| Custom programming available4 |
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| Multiple database ready5 |
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Notes
- This list is not exhaustive and is intended to assist with major feature comparison only. LinxCRM contains many features not listed here.
- SMS requires a subscription with an approved service provider. Mail-merge requires MS Word® 2003 - 2016. The email & Outlook interfaces require MS Outlook® 2003 - 2016. Commission import requires a copy of MS Excel® compatible with the version of spreadsheet you are importing. LinxCRM is optimised for Windows 10 and MS Office 2013 but also compatible with most recent versions. Certain integration features may not be fully functional with every environment.
- Users of the LinxInsure™ module in New Zealand must be current PAA/NZMBA members.
- Custom programming available on request for LinxCRM Professional users, subject to quotation.
- The Multiple Database module allows you to switch between differrent businesses under the same licence. Additional fees apply. Please ask for details.
- The on-line Help system requires Internet access. Training videos require the free Adobe Flash Player.
- E&OE. Specifications are subject to change without notice - please confirm details before purchase. (Note that the free trial system is LinxCRM Professional with a few minor restrictions).
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