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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Our Premium Finance Software offers more than just quoting and billing; it serves as a comprehensive enterprise loan management system that facilitates cash management, receivables tracking, income oversight, client service, compliance, and financial reporting. Enjoy the reassurance that comes with an enterprise-grade solution crafted specifically to navigate the complexities of payment plans in the healthcare sector. Specifically tailored for Realtor Commission and Commission Advances, our platform prioritizes the reduction of operational overhead while enhancing relationship management with clients. This all-in-one solution seamlessly connects service providers, dealers, carriers, and clients, enabling customized payment plans, effective contract servicing, and meticulous business oversight. With Third Eye Solutions' unmatched industry expertise, cutting-edge technological platforms, and commitment to delivering swift market entry, we stand as leaders in our field. Our dedication to our clients is truly exceptional, ensuring they receive unparalleled service and support.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Infracommerce Yes 
Uptix Yes 

Integrations

Infracommerce No 
Uptix No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
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 No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Linx Software

Country

Australia

Website

www.linxcrm.com

Vendor Details

Company Name

Third Eye Solutions

Founded

2001

Country

Canada

Website

www.thirdeyesolutions.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

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing Yes 
Online Application No 

Loan Servicing

Accounting Management Yes 
Amortization Schedule Yes 
Application Management Yes 
Auto Loans Yes 
Automatic Funds Distribution Yes 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management Yes 
Investor Management No 
Loan Processing Yes 
Student Loans Yes 

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