LinxCRM is an on-premise customer relationship management (CRM) solution specialized for financial services organizations. This software is suited for small and midsize businesses.
LinxCRM automates user workflow by creating a comprehensive task list providing timelines for task assigned, follow-up schedules and support staff details, while overdue activities are marked in red.
The “Autocue” feature sends automated notification at key stages, such as a customer birthday and loan expiry dates. The system allows for the swift entry of client profiles via Web inquires and generating follow-up notifications for lead generation.
LinxCRM’s “Mailmerge” feature allows for personalized communication with clients via mail and text messages with the help of numerous predefined templates. Its “Group Merge” feature shares customized communication with each individual in the group.
This solution also generates reports and dashboards to provide a comprehensive view of sales team performance, and allows for the real-time synchronization user updates for better collaboration between teams.