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LinxCRM: The Leading CRM Solution for Mortgage and Finance Professionals in Australia and New Zealand

CRM Software

Discover LinxCRM, the ultimate CRM for mortgage brokers and financial planners in Australia and New Zealand. Customize workflows, enhance productivity, and secure your data today!

About LinxCRM

LinxCRM is an exceptional CRM solution tailored specifically for mortgage and finance brokers, insurance consultants, and financial planners in Australia and New Zealand. The platform stands out for its user-friendly interface and comprehensive features that cater to the unique needs of financial services professionals.

One of the most impressive aspects of LinxCRM is its customizability. The in-house programming team is dedicated to ensuring that the software can be tailored to meet the specific requirements of each business, making it an ideal choice for those who may have unique workflows or operational needs. This level of personalization is a significant advantage, allowing users to maintain their independence while benefiting from a robust CRM system.

The platform excels in helping users organize their workflows, ensuring that no opportunity is missed and that every aspect of commission payments is meticulously tracked. This focus on efficiency not only reduces stress but also empowers businesses to grow and thrive in a competitive market.

Moreover, LinxCRM emphasizes security and control, giving users peace of mind that their data is protected. The ability to connect with team members across various locations, whether within Australia, New Zealand, or globally, enhances collaboration and communication.

Overall, LinxCRM is a powerful tool that combines simplicity with advanced functionality, making it a top choice for financial professionals looking to streamline their operations and enhance their productivity. The commitment to customer satisfaction and continuous improvement is evident, making LinxCRM a standout solution in the financial services sector.

CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Marketing Automation Integration
  • Mobile Access
  • Segmentation
  • Social Media Integration
  • Task Management

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