--- 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 & Product Details 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. * * * Seller [Linx](https://www.g2.com/sellers/linx-721d69af-44a0-42fa-9ae0-075a6b80d7a7) Discussions [LinxCRM Community](https://www.g2.com/products/linxcrm/discuss) Show More ## Top-Rated Alternatives [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/linxcrm/competitors/alternatives) ![Santosh R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Santosh R.") SR Santosh R. Sr manager Mid-Market (51-1000 emp.) 1/19/2022 "Detailed nomenclature of CRM basics of linx" 4.5/5 What do you like best about LinxCRM? Easy funnel channels used for all methods to overcome details and task Management esay and trackable. Review collected by and hosted on G2.com. What do you dislike about LinxCRM? Lagging of admin access. Reminds back to report's pages . Review collected by and hosted on G2.com. Recommendations to others considering LinxCRM: Daily regular data from of financial services Review collected by and hosted on G2.com. What problems is LinxCRM solving and how is that benefiting you? Sales revenue, data and mortgage management Data reference etc Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Macy H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Macy H.") MH Macy H. Account Manager Small-Business (50 or fewer emp.) 1/4/2022 "A bit expensive and not the best to be honest." 2.5/5 What do you like best about LinxCRM? The campaign management aspects and ability to track referrals were a strong point for our office. Review collected by and hosted on G2.com. What do you dislike about LinxCRM? The price is a bit steep and theree are many technical issues. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite HR Hadi R. It manager Mid-Market (51-1000 emp.) 10/6/2021 "This tool helped workflow" 5/5 What do you like best about LinxCRM? LinxCRM such offers such a huge sales and marketing automation collaborations and customer services Review collected by and hosted on G2.com. 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" Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Consumer Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Services") UC Verified User in Consumer Services Mid-Market (51-1000 emp.) 1/4/2022 "CRM is very good and useful" 5/5 What do you like best about LinxCRM? It is very easy to use and understand the reports also taking low time consuming Review collected by and hosted on G2.com. What do you dislike about LinxCRM? Nothing to dislike it is very good and easy to use Review collected by and hosted on G2.com. Recommendations to others considering LinxCRM: Yes obviously Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of LinxCRM for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Maximizer Logo](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer Logo") Maximizer 4.0 (672) The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together. ](https://www.g2.com/products/maximizer/reviews "Maximizer")[ 2 ![Capsule CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/fa2c7fe04036e31d16639ba367905491/capsule-crm.svg "Capsule CRM Logo") Capsule CRM 4.7 (513) Use Capsule to keep track of people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. ](https://www.g2.com/products/capsule-crm/reviews "Capsule CRM")[ 3 ![Redtail Technology Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology Logo") Redtail Technology 4.3 (268) Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. ](https://www.g2.com/products/redtail-technology/reviews "Redtail Technology")[ 4 ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Logo](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Logo") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3 (227) Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication. ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)")[ 5 ![Lead Management Logo](https://images.g2crowd.com/uploads/product/hd_favicon/0a5407caba4b6fc7ed93d4e1623ae20e/total-expert-lead-management.svg "Lead Management Logo") Lead Management 4.5 (157) Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets. ](https://www.g2.com/products/total-expert-lead-management/reviews "Lead Management")[ 6 ![Wealthbox CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/e40f18d517f14ad324978c206159bfd7/wealthbox-crm.svg "Wealthbox CRM Logo") Wealthbox CRM 4.6 (109) CRM for Financial Advisors ](https://www.g2.com/products/wealthbox-crm/reviews "Wealthbox CRM")[ 7 ![Merchant Central by NMI Logo](https://images.g2crowd.com/uploads/product/hd_favicon/5a77051890d3a2cf3deebb1b7492a9d2/merchant-central-by-nmi.svg "Merchant Central by NMI Logo") Merchant Central by NMI 4.6 (101) Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry. ](https://www.g2.com/products/merchant-central-by-nmi/reviews "Merchant Central by NMI")[ 8 ![Shape Mortgage CRM Logo](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM Logo") Shape Mortgage CRM 4.9 (99) Shape Mortgage Software is an all-in-one customer relationship management and marketing automation platform tailored specifically for mortgage professionals. It streamlines the entire loan process—from lead generation to post-closing—by integrating essential tools into a single, user-friendly interface. By automating sales and marketing tasks, Shape enhances productivity, reduces manual effort, and accelerates loan closures. Key Features and Functionality: - Integrated CRM: Centralizes client information, facilitating efficient lead management and communication. - Built-in Communication Tools: Includes VoIP calling, SMS/MMS texting, and email automation to streamline client interactions. - Digital 1003 Borrower Portal: Offers a secure, online platform for borrowers to complete applications and upload necessary documents. - LOS Integrations: Seamlessly syncs with leading Loan Origination Systems like Encompass and LendingPad, ensuring smooth data flow and reducing manual data entry. - AI-Powered Lead Scoring: Utilizes ShapeIQ to prioritize leads based on their likelihood to convert, enabling loan officers to focus on high-potential clients. - Automated Marketing Campaigns: Provides pre-built email and text templates, along with drip campaign sequences, to nurture leads and maintain client engagement. - Referral Management: Tracks and manages relationships with referral partners, enhancing collaboration and business growth. - Mobile Accessibility: Features a mobile app that allows users to manage tasks, communicate with clients, and access information on the go. Primary Value and Solutions Provided: Shape Mortgage Software addresses the common challenges faced by mortgage professionals, such as fragmented workflows, manual data entry, and inefficient communication. By consolidating essential tools into a single platform, it enhances operational efficiency, reduces errors, and accelerates the loan origination process. The software's automation capabilities free up valuable time for loan officers, allowing them to focus on building client relationships and closing more loans. Additionally, its AI-driven insights and seamless integrations with existing systems ensure that mortgage businesses can adapt to market demands and maintain a competitive edge. ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews "Shape Mortgage CRM")[ 9 ![nCino's Mortgage Suite Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite Logo") nCino's Mortgage Suite 4.9 (95) nCino's Mortgage Suite is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers. ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews "nCino's Mortgage Suite")[ 10 ![vcita Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2858eddf9e4077ba6fff5946b85fffd3/vcita.png "vcita Logo") vcita 4.5 (81) The vcita platform redefines small business by empowering online visitors to engage, driving more opportunities from the web, mobile, email and social. ](https://www.g2.com/products/vcita/reviews "vcita") [Show More](#) ## Questions about LinxCRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about LinxCRM ](https://www.g2.com/products/linxcrm/discussions/new) GU Guest User What is LinxCRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-linxcrm-used-for) [ View all Discussions ](https://www.g2.com/products/linxcrm/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/linxcrm/pricing) ## Work at Linx? Claim this profile to respond to reviews, update product info, and reach in-market buyers. [ Claim this profile ](https://www.g2.com/products/linxcrm/claim_requests/new?utm_medium=profile-footer-claim-cta&utm_source=g2) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[Mortgage CRM](https://www.g2.com/categories/mortgage-crm) ##### Explore More [What platform provides influencer management features?](https://www.g2.com/discussions/what-platform-provides-influencer-management-features)[Best network monitoring software for small business](https://www.g2.com/discussions/best-network-monitoring-software-for-small-business)[Best HCM platforms for global workforce management](https://www.g2.com/discussions/what-are-the-best-hcm-platforms-for-global-workforce-management) [What are the most trusted gym management platforms by gym managers and fitness studio owners based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-gym-management-platforms-by-gym-managers-and-fitness-studio-owners-based-on-user-reviews)[Which construction collaboration tools integrated with Autodesk Construction Cloud eliminate email transmittals and create a single source of truth for project data?](https://www.g2.com/discussions/which-construction-collaboration-tools-integrated-with-autodesk-construction-cloud-eliminate-email-transmittals-and-create-a-single-source-of-truth-for-project-data)[Top relational database options for small businesses](https://www.g2.com/discussions/what-are-the-top-relational-database-options-for-small-businesses) [Show MoreShow Less](javascript:void(0);)