# 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.)

**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.)

**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.)

**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.)

**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=2026-05-14+22%3A44%3A29+-0500&secure%5Bsession_id%5D=c8ed9d84-a11c-47a3-8bc9-a1ac36b9e430&secure%5Btoken%5D=1f75fa94c4fdae4faf159f48327d4c8c243bf4ef3df6d58b5b4dc5df0fdf57d1&format=llm_user)

## LinxCRM Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

**Content**
- Automation

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top LinxCRM Alternatives
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  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)
  - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)