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CRM for Mortgage and Finance Brokers, Insurance Consultants and Financial Planners

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LinxCRM Overview

LinxCRM is a specialized customer relationship management (CRM) software developed for finance and insurance professionals, offering tools to streamline client management, sales, and after-sales service. It centralizes client data, loan details, and policy information, making it easier to track interactions and manage financial products. The software includes features for lead management, workflow automation, and compliance tracking to ensure adherence to industry standards. LinxCRM also offers financial calculators and reporting tools to analyze business performance and client needs. Its integrated marketing functions support targeted campaigns and client communication, enhancing relationship building. Designed with the unique needs of financial services in mind, LinxCRM helps professionals improve efficiency, service quality, and client retention.

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LinxCRM Screenshot & Video

Contact Details

  • Vendor Name Linx Software
  • Founded -
  • Location Afghanistan
  • Employees 1-10

Support

  • Chat Chat

Training

  • In-person In-person

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Windows Windows
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

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LinxCRM Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

LinxCRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

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LinxCRM FAQs

LinxCRM is a specialized customer relationship management (CRM) software developed for finance and insurance professionals, offering tools to streamline client management, sales, and after-sales service. It centralizes client data, loan details, and policy information, making it easier to track interactions and manage financial products. The software includes features for lead management, workflow automation, and compliance tracking to ensure adherence to industry standards. LinxCRM also offers financial calculators and reporting tools to analyze business performance and client needs. Its integrated marketing functions support targeted campaigns and client communication, enhancing relationship building. Designed with the unique needs of financial services in mind, LinxCRM helps professionals improve efficiency, service quality, and client retention.

  • No, LinxCRM does not offer a free version.

  • No, LinxCRM does not offer any free trial.

  • No, Credit Card details are not required for the LinxCRM trial.

  • No, LinxCRM does not offer an API.

  • LinxCRM offers support with the following options:
    • Chat

  • LinxCRM offers training with the following options:
    • In-person

  • LinxCRM supports the following languages:
    • English

  • Following are the typical users of the LinxCRM:
    • Self-Employed , Small-Business , Midsize-Business

  • LinxCRM supports the following deployment:
    • Cloud Hosted

  • LinxCRM supports the following devices and operating systems:
    • Windows , Linux