LinxCRM is an on-premise customer relationship management (CRM) solution for financial services organizations. It is suited for small and midsize businesses. Primary features include mortgage finance, equipment finance, insurance, financial planning and property management.
Other features include team collaboration and planning, document management, workflow automation, marketing management, referral tools and business reporting. LinxCRM helps automate user workflow by creating a task list providing timelines for task assigned, follow-up schedules and support staff details.
The “Autocue” feature sends automated task notifications, loan trackers, loan reviews, customer birthday and loan expiry dates.The reporting feature helps generates reports and dashboards provide view of sales team performance. It also offers real-time synchronization of user updates.
It is offered in a subscription pricing. Support is provided over a call, FAQs and videos.
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