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LinxCRM

LinxCRM serves as a client relationship management (CRM) platform tailored for professionals in the financial services sector across Australia and New Zealand....

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LinxCRM serves as a client relationship management (CRM) platform tailored for professionals in the financial services sector across Australia and New Zealand....

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

LinxCRM serves as a client relationship management (CRM) platform tailored for professionals in the financial services sector across Australia and New Zealand. Although it isn’t built specifically for the cloud, it stands out for its ability to protect client information, streamline workflows, and meticulously monitor commissions. This functionality guarantees that users retain oversight of their business processes.

Product Details

What Is LinxCRM?

LinxCRM is an all-encompassing CRM platform crafted specifically for mortgage and finance brokers, insurance consultants, and financial planners. This tool assists users in managing their workflows, organizing business processes, and effectively tracking commissions. Designed for the financial services sector in Australia and New Zealand, LinxCRM emphasizes data security and user autonomy, allowing businesses to maintain independence while optimizing operations through features such as client management, task organization, referrer tracking, and commission management.

LinxCRM Pricing

LinxCRM provides adaptable pricing structures that include both subscription and one-time purchase choices.

Subscription option for first user

  • Executive Plan: $155/month

  • Professional Plan: $190/month

One-Time Purchase option for first user

  • Executive Plan: $5,370

  • Professional Plan: $6,780

All plans come with the Gold Pass, which includes ongoing updates and email support. Review a detailed cost breakdown of LinxCRM to assist you in selecting the most suitable option for your business.

Note: Pricing may vary.

LinxCRM Integrations

The software seamlessly integrates with Microsoft Office tools to enhance productivity and improve workflow efficiency.

Check out the LinxCRM demo to discover more about its integration capabilities.

Who Is LinxCRM For?

LinxCRM is perfect for professionals in various fields, including:

  • Financial services

  • Insurance providers

  • Mortgage brokers

Is LinxCRM Right For You?

If you operate within the finance industry and require strong client record management, compliance features, and offline access, LinxCRM might be an excellent choice. Its local installation and strict data controls are tailored for firms that manage sensitive client information. For those whose operations depend on privacy and internal regulation, LinxCRM offers a distinct solution.

If you're still uncertain whether LinxCRM is the right software for your needs, reach out to our customer support team at info@softwareseekers.com for further assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✔ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✘ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
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✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✔ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✔ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
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✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
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✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✔ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✔ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✔ crm for financial advisors
✔ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✔ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✘ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Ensures data privacy through secure local storage
  • ✔ Verifies commissions and detects underpayment discrepancies
  • ✔ Highly customizable by in-house programmers to meet unique business needs

Cons

  • ✘ Primarily a Windows-based desktop application, requiring remote access solutions for Mac users
  • ✘ Limited integration options compared to cloud-first CRMs

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

LinxCRM provides support available via email; phone support is offered for Gold Pass members or by appointment.

LinxCRM price provides flexible plan to suit different business preferences, offering both subscription and one-time purchase options. For subscriptions, the Executive Plan is priced at $155/month for the first user, while the Professional Plan costs $190/month. Those opting for a one-time purchase can choose the Executive Plan at $5,370 or the Professional Plan at $6,780. Get your LinxCRM pricing plan designed to fit your business needs.

LinxCRM supports English as its primary language.

LinxCRM does not currently provide a public API. Integrations are handled through in-built connectors or manual processes.

No, LinxCRM does not offer a dedicated mobile app. It is primarily designed for desktop use.

The software integrates seamlessly with Microsoft Office tools.

LinxCRM is well-suited for professionals working in diverse industries such as financial services, insurance, and mortgage broking.