Average Ratings 0 Ratings
Average Ratings 31 Ratings
Description
Standard CRM systems often lack the capability to handle finance-related specifics such as loans, insurance, commissions, or investment details, making it difficult to report on these essential areas. Typically, these systems do not provide fields for entering this information, leading to a gap in functionality. In contrast, LinxCRM has been purposefully developed by industry experts to cater exclusively to the financial sector, ensuring it is well-versed in the intricacies of finance. Unlike conventional web-based solutions that may expose you to privacy risks, LinxCRM maintains complete control over your client information while offering the flexibility of remote access through a secure "private cloud." Remarkably, even we cannot access your data! If your organization operates across various finance sectors, you will find it unnecessary to juggle multiple systems, as LinxCRM consolidates all aspects into one comprehensive client record. This allows you to effortlessly view each client's entire portfolio of loans, policies, properties, and more, all while keeping your compliance documentation organized and accessible. Thus, LinxCRM not only enhances efficiency but also strengthens your data security and privacy.
Description
PeopleLinx helps national B2B brands turn fragmented local outreach into a coordinated, high-performance marketing engine. Delivered as a fully managed service, our platform combines AI-driven tools, brand-safe content, and expert support to enable field reps to identify buyers, launch personalized campaigns, and measure impact—without the hassle of learning complex software.
Key Capabilities:
AI-Powered & Expert-Run: Campaigns are optimized using intelligent tools and delivered by experienced marketers.
Built for Scale: Aligns corporate strategy with local execution across dozens or hundreds of territories.
No Learning Curve: Fully managed service means reps get results without new tools or training.
What Makes Us Different:
Turnkey execution—no software to learn
Built-in creative, brand compliance, and local personalization
Proven to save time, expand reach, and boost ROI at the local level
API Access
Has API
No
API Access
Has API
Yes
Integrations
HubSpot CRM
No
HubSpot Customer Platform
No
Infracommerce
Yes
Pipedrive
No
RB2B
No
Salesforce
No
Uptix
Yes
Woodpecker
No
Zapier
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Infracommerce
No
Pipedrive
Yes
RB2B
Yes
Salesforce
Yes
Uptix
No
Woodpecker
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$2500
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Linx Software
Country
Australia
Website
www.linxcrm.com
Vendor Details
Company Name
PeopleLinx
Founded
2011
Country
United States
Website
peoplelinx.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Product Features
Email Marketing
A/B Testing
Yes
Artificial Intelligence
Yes
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
No
Event Triggered Email
Yes
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
No
Lead Generation
Contact Discovery
Yes
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
Yes
Visitor Identification
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
No
Artificial Intelligence
Yes
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
No
Landing Pages / Web Forms
No
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
No
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No