LinxCRM Description
Generic CRM systems don't understand finance-specific issues like loans details, investments, and insurance. These fields are not available and they cannot report on them effectively. LinxCRM was designed by finance professionals. It "knows" finance. Privacy legislation can make normal web-based systems vulnerable. LinxCRM, on the other hand, keeps your client data completely under your control. However, LinxCRM allows remote access through a "private clouds" if necessary. We can't even access your data! You won't need multiple systems if your business covers more than one aspect. It will allow you to view each client's entire portfolio of loans and policies, as well as their properties. You will be able to see all Client records, as well as copies of any supporting documentation.
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