Name: LinxCRM
Author: Linx Software

Help Desk

Web and Video Conferencing

Customer Support

Online Learning

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Visual Collaboration

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Management

On-Demand Payment

Payroll

Professional Employer Organizations (PEO)

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

API Management

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Pipeline

Data Quality

Endpoint Encryption

Fraud Detection

In-Memory Databases

Integration Platform as a Service (iPaaS)

Interoperability

Managed Print

Managed Public Cloud Infrastructure

Metadata Management

Network Performance Monitoring

Password Management System

Relational Databases

Virtual Private Network (VPN)

Voice Recognition

Vulnerability Management

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Content Management

Email Marketing

Event Registration

Heatmap and Session Recording

Intent Data

Landing Page

Marketing Automation

Marketing OS

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Webinar

Marketing

Project Management

Prototyping

Transcription

Professional Services

Customer Relationship Management (CRM)

Point of Sale

eCommerce

Sales

Antivirus

Insider Risk Management

Secure Service Edge (SSE)

Security

Church Management

Legal Research

Library Management

Vertical-Specific

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LinxCRM is a CRM designed just for financial services, specific to Australia and New Zealand.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Redtail CRM

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

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Scale

Advanced

Affinity CRM

LinxCRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Linx Software

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Financial Services CRM Systems

LinxCRM

Overview

What is LinxCRM?