---
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. 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.


## 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?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A50%3A29+-0500&secure%5Bsession_id%5D=f3d5c956-6bc6-4c0d-87b7-6dfcc7e9dd69&secure%5Btoken%5D=efa729fc966fcb57f205eac90808c021cdb7fd5514fa22f63700d0af102db2a4&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 (507 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)