LinxCRMLinx Software
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PeopleLinx AIPeopleLinx
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About
Generic CRM systems do not understand finance-specific matters like loan details, insurance, commissions or investments. There are generally no fields to enter such things, nor can they report effectively on them. LinxCRM has been designed from the ground up for finance, by people from the industry. It "knows" finance. Normal web-based system leave you open to risk under privacy legislation. By contrast, LinxCRM keeps your client data entirely under your control, yet still allow remote access if needed through a "private cloud". Even we can't access your data! If your business covers more than one aspect of finance you wont need multiple systems to handle your CRM needs. You'll be able to see at a glance each Client's entire portfolio of loans, policies, properties, etc. in the one client record, along with copies of your supporting compliance documentation.
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About
PeopleLinx helps national brands orchestrate sales activities and revenue growth across distributed teams and territories.
Our fully managed system aligns strategy with field execution. We combine go-to-market strategy, AI-powered targeting, expert messaging, and campaign execution to help teams identify buyers, activate relationships, and measure performance.
With PeopleLinx, organizations move beyond disconnected outreach to achieve true revenue orchestration. Driving consistent, data-driven engagement across every territory, channel, and rep.
What We Do:
We provide a complete system, delivered as a service, that helps national brands turn scattered outreach into a scalable, coordinated marketing engine.
How We Deliver:
Powered by AI, run by experts, and built for national brands.
What Sets Us Apart:
Fully managed execution: no software learning curve
Built-in creative support, brand compliance and personalization
Proven to save time, scale outreach, and boost
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes to manage their finance-specific operations
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Audience
Marketing & Revenue Leaders at national B2B brands, Sales Enablement & Field Marketing Managers, Franchise/Partner Channel Managers in B2B2C organizations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$2500
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLinx Software
Australia
www.linxcrm.com
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Company InformationPeopleLinx
Founded: 2011
United States
peoplelinx.com
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Email Marketing Features
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Lead Generation Features
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Marketing Automation Features
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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Integrations
HubSpot CRM
HubSpot Customer Platform
Infracommerce
Pipedrive
RB2B
Salesforce
Uptix
Woodpecker
Zapier
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Integrations
HubSpot CRM
HubSpot Customer Platform
Infracommerce
Pipedrive
RB2B
Salesforce
Uptix
Woodpecker
Zapier
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