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Average Ratings 31 Ratings

Total
ease
features
design
support

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Infracommerce
Pipedrive
RB2B
Salesforce
Uptix
Woodpecker
Zapier

Integrations

HubSpot CRM
HubSpot Customer Platform
Infracommerce
Pipedrive
RB2B
Salesforce
Uptix
Woodpecker
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2500
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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