--- title: LinxCRM Reviews meta_title: 'LinxCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how LinxCRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 4 scale: '5' date_modified: '2026-06-04' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # LinxCRM Reviews **Vendor:** Linx **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 4 ## About LinxCRM LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and property. ## LinxCRM Reviews ### 1. Detailed nomenclature of CRM basics of linx **Rating:** 4.5/5.0 stars **Reviewed by:** Santosh R. | Sr manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 19, 2022 **What do you like best about LinxCRM?** Easy funnel channels used for all methods to overcome details and task Management esay and trackable. **What do you dislike about LinxCRM?** Lagging of admin access. Reminds back to report's pages . **Recommendations to others considering LinxCRM:** Daily regular data from of financial services **What problems is LinxCRM solving and how is that benefiting you?** Sales revenue, data and mortgage management Data reference etc ### 2. A bit expensive and not the best to be honest. **Rating:** 2.5/5.0 stars **Reviewed by:** Macy H. | Account Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 04, 2022 **What do you like best about LinxCRM?** The campaign management aspects and ability to track referrals were a strong point for our office. **What do you dislike about LinxCRM?** The price is a bit steep and theree are many technical issues. **What problems is LinxCRM solving and how is that benefiting you?** Tracking our referrals allows us to show appreciation to our clientele sending them our way. ### 3. This tool helped workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Hadi R. | It manager, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 06, 2021 **What do you like best about LinxCRM?** LinxCRM such offers such a huge sales and marketing automation collaborations and customer services **What do you dislike about LinxCRM?** LinxCRM is great and all but i find it i little expensive compared to the other companies that prevoide the same features for example "capsule CRM" **What problems is LinxCRM solving and how is that benefiting you?** By using linxCRM i am tracking customer interaction as well as helping me optimise my schedule and prioritize my tasks ### 4. CRM is very good and useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 04, 2022 **What do you like best about LinxCRM?** It is very easy to use and understand the reports also taking low time consuming **What do you dislike about LinxCRM?** Nothing to dislike it is very good and easy to use **Recommendations to others considering LinxCRM:** Yes obviously **What problems is LinxCRM solving and how is that benefiting you?** All reports making problem solved nd time consuming is very low apart from that easy to understand for anyone ## LinxCRM Discussions - [What is LinxCRM used for?](https://www.g2.com/discussions/what-is-linxcrm-used-for) - [View LinxCRM pricing details and edition comparison](https://www.g2.com/products/linxcrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-25+08%3A35%3A31+-0500&secure%5Bsession_id%5D=20434029-cb4f-40b1-82a8-13302aef11e2&secure%5Btoken%5D=b9f9d3705cf9322461237cec317bd2cb2418ffa4ea978c5ba447657f96457502&format=llm_user) ## LinxCRM Features **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM - Commercial Mortgages - Third-Party Integrations **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM - Workflow Management - Loan Management - Document Management - Escrow Management - Property Tax Management - Lead Management - Borrower Management - Pricing Management - Pipeline Management - Refinance Management - Task Management - Compliance Management - Residential Mortgages **Content** - Automation - Marketing Automation **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Additional Functionality** - Third Party Loan Origination - Loan Servicing - Outsource Processing - Pre-Qualification - Loan Origination - Visual Presentation - Accounting - Activity Dashboard - For Brokers - Credit Reporting - Generative AI - API - Client Database - HUD Settlement Statements - Search/Filter - Government Loans - For Borrowers - Promissory Notes - Multi-Branch - AI Copilot - Lender Search - Reporting & Statistics - Document Storage - Marketing Automation - Contact Management - Amortization Schedule - Customer Statements - Electronic Applications - Payment Tracking **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top LinxCRM Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews) - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (510 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)