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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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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

LinxCRM Features

LinxCRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

LinxCRM FAQs

  • 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