Audience
Companies of all sizes to manage their finance-specific operations
About LinxCRM
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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Integrations
Company Information
Linx Software
Australia
www.linxcrm.com
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Product Details
Platforms Supported
Windows
Support
Online
LinxCRM Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Call Logging
Not Supported
Lead Scoring
Not Supported
Quotes / Proposals
Not Supported
Territory Management
Not Supported
