Features
Stay in Touch and in ControlNever miss an opportunity or follow-up. Stay connected with your Clients and in control of your time, without the stress. |
Automate Your
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Marketing ToolsCapture every lead from day one and keep marketing to your database to realise every opportunity for additional business. |
Build a Solid Referral PipelineReferrals are essential and LinxCRM gives you referral tools like no other. |
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! |
Regain Control of Your DatabaseLinxCRM is "cloudless not clueless". Keep your contacts to yourself and protect their interests as well as your own. |
Mortgage & Equipment FinanceUnlike generic CRMs, LinxCRM completely under-stands the needs of financial services professionals such as finance brokers. |
InsuranceDon'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! |
Financial PlanningIf 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. |
 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. |
Powerful Business ReportingKeep your finger on the pulse of your business with instant insights from the Management Reports Centre. |
Team Collaboration & ManagementEveryone works in real time so everyone knows what's going on. On top of that there is strict security and even CPD reporting. |
Document ManagementFiling cabinets bulging? Let LinxCRM help you bring your paperwork under control - with everything available at the click of a button. |
ComplianceWhen 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. |
Microsoft Office integrationSeamlessly 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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Easy to Use with World-Class HelpUsers 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. |
You can see these features in action either by viewing the video or downloading a free trial copy:
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Note: Some features are available in LinxCRM Professional only. Compare editions.
