Stay in touch and in control
LinxCRM makes it easy to stay in touch with your clients and helps you stay "top of mind" with them so you can improve client retention. You'll also have everything about their needs and history close at hand so you can provide qualified advice as a true professional. And don't forget, the data stays with you - giving you complete control of your client records into the future.

Put your workflow on auto-pilot
Automation is what will put your business way ahead of the competition because things get done in the right way at the right time. And you barely need to think about it! Put your business on auto-pilot with these smart but easy-to-use workflow features:

• Total task management
  Everyone gets their own Task List every day so no-one comes to work wondering what they need to do next. Sales teams get their tasks clearly listed, support staff know what's expected of them and management get a bird's-eye view of the whole operation.

• Loan tracker
  The Loan Tracker is a special task list which is invaluable for those in finance. Time is of the essence with finance with deadlines needing to be strictly adhered to. The Loan Tracker in LinxCRM helps you see at a glance the progress of each loan in the application pipeline, what needs to be done next, and by whom.

• Action Wizard gives you total control
  LinxCRM lets you create an unlimited number of Action Wizards, each containing custom-designed sequences, which you can then apply as needed to your clients.

• AutoCue client birthdays, loan reviews & insurance reviews
  Any good CRM system designed for financial services should have reminders built-in for things like birthdays, loan fixed-rate expiry dates and other review dates for finance and insurance, and LinxCRM is no exception.

Build a solid referral pipeline
Everyone seems to agree that a referral is the best kind of business to get. In the case of financial services, referrals not only come from satisfied clients, but from a wide range of related industry professionals - real estate agents, accountants, financial planners and even fellow professionals who do not quite have the product or service to suit the client's needs and are happy to recommend you.

Get paid every cent you are due
Did you know that, in Australia, most financial-services businesses are short-paid by at least $500 every month and, for some franchise offices or larger firms, this can be $1500 per month? The amount may vary where you are, or in your precise field of finance, but our experience has shown that for those who are rewarded by commission, there is rarely a "bank error in your favour" (as Monopoly calls it). Invariably it's the banks or other institutions (such as aggregators or franchise groups) that benefit from the seemingly very tardy commission systems that appear to exist out there.