Keep your finger on the pulse of your business

They say "What you can measure, you can manage" and certainly LinxCRM does a lot of measuring! Whether you want to easily see the amount of business your team have written for the month, graph sources of business or generate a comparison report to raise competitiveness in your team, LinxCRM does it all. And, of course, this is all in addition to those essential reports which ensure you receive every cent of commission you are due.

Management Reports Centre

The Management Reports Centre is your central console for accessing the main management-level reports and is protected by a high-level password.

Apart from a great dashboard with key information you can also select a wide range of reports for any date range - going back as far into history as you like.

Interactive sorting & filtering

Most of the reports in LinxCRM allow you to drill down to more detailed information by clicking a field - for example a client name or sales reference.

But the reports are also far more powerful - just right-click on a field and you can sort or filter the information in just about any way you want.

For example, in this Client Inactivity Report you could select just those clients who have not been contacted since a certain date, just those of a certain status (Active, Dormant, etc), just those assigned to a certain Team Member, or any combination of these.

Once you have selected the data you need, you can even export it to Excel for printing or further analysis!

PDF Output

PDF is a great format for sending data to other people, or for keeping historical records for audit or reference purposes.

With LinxCRM you don't need to buy an expensive PDF-creation program like Adobe Acrobat. Just right-click the report and send it out to PDF!

The resulting output can be read by the free Adobe Reader or secured with Acrobat Professional.