LinxCRM Features Matrix
Your Choice of Editions
LinxCRM has two different editions - Executive and Professional. Just select the one which is right for your business.
The matrix below shows only the main features of each edition, not all features. Feel free to contact us if you would like our suggestions on what would be most suitable for your business.
Here's a guide, but please refer to the matrix for full details:
- For finance brokers who are small to medium businesses with little or no involvement with insurance or financial planning and who do not need to distribute commissions to third parties, we suggest LinxCRM Executive
- For finance brokers, financial planners and those involved with risk insurance, and/or those who need to distribute commissions to third parties, your best choice would be LinxCRM Professional
Tip: Although you can later upgrade from one level to another it is usually best not to under-equip your business. Like a car towing a caravan, if you're under-powered you can sometimes do more harm than good. Setting up your business and team members with the right tools from the beginning will usually bring the greatest - and quickest - benefits.
| FEATURE | Executive | Professional |
Recommended for the following situations: | Most financial services businesses other than those described to the right. | Businesses who need to distribute commissions and/or those with Financial Planning or consulting activities. |
| Client Relationship | ||
| Comprehensive, finance-specific CRM | Yes | Yes |
| Number of Client files possible1 | Unlimited | Unlimited |
| Sales reporting & analytics, including graphs | Yes | Yes |
| Client diary notes with audit trail locking | Yes | Yes |
| Email interface to MS Outlook® | Yes | Yes |
| Mail-merging to MS Word® (single & group) with templates | Yes | Yes |
| Birthday, loan-review & fixed-rate expiry management | Yes | Yes |
| Task scheduling with automated Team Member alerts | Yes | Yes |
| Task interface to MS Outlook® calendar | Yes | Yes |
| Linx FileStore™ document management system | Yes | Yes |
| AML/CTF Compliance checker | Yes | Yes |
| SMS Messaging option (requires service provider) | Yes | Yes |
| Task Action Lists (schedule automation) | Yes | Yes |
| LinxPlan financial planning module | - | Yes |
| Referrer Management | ||
| Dedicated referrer database with contact photos | Yes | Yes |
| Number of Referrer firms possible1 | Unlimited | Unlimited |
| Number of individual Referrer contacts possible1 | Unlimited | Unlimited |
| Referrer follow-up management | Yes | Yes |
| Email interface to MS Outlook® | Yes | Yes |
| Task interface to MS Outlook® calendar | Yes | Yes |
| Mail-merging to MS Word® - firms, contacts & group mailings2 | Yes | Yes |
| Tasks, Diary, FileStore & Google maps interface | Yes | Yes |
| Third-party setup & notification | Yes | Yes |
| Referrer agreements and payment setup | - | Yes |
| Sales Management | ||
| Lender/Service Provider setup | Yes | Yes |
| Number of Lenders/Service Providers possible1 | Unlimited | Unlimited |
| Maximum loans or facilities possible1 | Unlimited | Unlimited |
| Multiple loans per Client | Yes | Yes |
| Multiple securities per loan | Yes | Yes |
| Loan Tracker | Yes | Yes |
| Mail-merging to MS Word® - eg loan approval letters2 | Yes | Yes |
| Residential finance | Yes | Yes |
| Commercial, Personal & Equipment finance | Yes | Yes |
| Insurance, Services & Real Estate sales | Yes | Yes |
| Commission Management | ||
| Custom upfront & trail rates per Lender and per loan | Yes | Yes |
| Automatic calculation of loan upfronts & trails, with forecasting | Yes | Yes |
| Tick'n'Flick trail commission checking | Yes | Yes |
| Incoming commission processing (Finance, Insurance, Property & Services) | Yes | Yes |
| Trail-Lifter™ - automatically calculates stepped trail increases | Yes | Yes |
| Casual payments to internal staff | Yes | Yes |
| LinxECP™ RCTI finance commission import - all major lenders & aggregators | Yes | Yes |
| Record agreements with Referrers & Team Members for compliance purposes | - | Yes |
| LinxSplitx - commission splitting to consultants & referrers, with statements | - | Yes |
| Other Features | ||
| Compatible with Windows XP, Windows Vista & Windows 7 | Yes | Yes |
| Interfaces with MS Office 2003, 2007 & 20102 | Yes | Yes |
| Management Reports Centre | Yes | Yes |
| Private & confidential - on-premise, not on-line | Yes | Yes |
| Easy-to-use, logical interface designed for fast operation | Yes | Yes |
| Numerous customisable functions to suit the way you work | Yes | Yes |
| Automatic postcode checking (Australia) | Yes | Yes |
| Team Member records including Accreditations & Licensing log | Yes | Yes |
| Team Member FBAA/MFAA-approved CPD reporting | Yes | Yes |
| Training & Demo modes | Yes | Yes |
| Integrated on-line help system, including training videos | Yes | Yes |
| Available as rental or purchase | Either | Either |
| Free installation assistance by phone | Yes - 30 days | Yes - 30 days |
| LinxSync™ synchronisation module (temporary) | Yes | Yes |
| Data export option (to PDA & in newsletter formats, etc) | Yes | Yes |
| System Activity Log to monitor security-related team activity | Yes | Yes |
| Multiple database option | - | Yes |
Notes
- "Unlimited" means not programmatically limited. Normal hardware & environment issues still apply.
- This list is not exhaustive. LinxCRM contains many more features not listed here. The list is intended to assist with feature comparison only.
- Mail-merge requires MS Word® 2003, 2007 or 2010. The email & Outlook interfaces require MS Outlook® 2003, 2007 or 2010. Commission import requires a copy of MS Excel® compatible with the version of spreadsheet you are importing. LinxCRM is optimised for Windows 7 and MS Office 2010. Certain integration features may not be fully functional with other environments.
- Ability to upgrade to another level assumes existing version is current.
- The on-line Help system requires Internet access. Video items require the free Adobe Flash Player or equivalent.
- E&OE. Specifications subject to change without notice.
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