Your Choice of Features

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 more 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 staff or 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 with consulting activities such as Risk Insurance or Financial Planning, and those who need to distribute commissions.
Clients
Record extensive details of clients, including A&L, employment, demographics, etc.
Import of leads or contacts through the Client Import Wizard
Record sales of loans, insurance, services and property
Audit-proof diary
AML/CTF Compliance checker
SMS & email (via MS Outlook®)2
Task interface to MS Outlook® calendar
Sales analytics, with graphing
Mail-merge interface to MS Word® (single & group), including sample templates
Google Maps interface
Linx FileStore™ document management system
Linx FileStore™ integration with Officetech
Analysis of client contact and lost sales with customisable tracking
LinxInsure™ module - detailed needs analysis for risk insurance3
LinxPlan™ module - detailed needs analysis for financial planning
Commissions
INCOMING
Full provider details including default commission rates for loans, insurance, services & property
Trail-Lifter™ - automatically calculates stepped trail increases for all loans
Calculate & reconcile incoming commissions for Finance, Insurance & Services
Discrepancy commission reporting & claims
LinxECP™ module - import finance commission files from numerous lenders, groups & aggregators
LinxECP™ module - import insurance commissions electronically
OUTGOING
Monitor casual payments to referrers or team members
Register of agreements made with third parties (referrers and team members)
LinxSplitx™ module - automated commission splitting to team members & referrers, with statements
Referrers
Create unlimited referrer firms and contacts
Record diary activities and set tasks for referrers
Referrer follow-up management
Email interface to MS Outlook®
Task interface to MS Outlook® calendar
Group mail-merge interface to MS Word®
Google Maps interface
Third-party notification of milestone events
Record commission payment agreements with referrers for compliance purposes
Pay referrers finance commission splits through LinxSplitx
Tasks & Automation
Task setting with team member alerts
Action Wizards - pre-defined event scheduling
Birthday, loan-review & fixed-rate expiry management
AutoCue™ task creation
Task interface to MS Outlook® calendar - Clients & Referrers
Team Members
Team Member accreditations, licensing & CPD reporting
Google Maps interface
Multiple levels of security
System Activity Log to monitor key events
Record commission payment agreements with team members for compliance purposes
Set targets for sales (finance, insurance, services & property) and for client calls/contacts made
Recording of Team Member qualifications for merging with proposals and compliance docs
Other
Extensive reporting, including Management Reports Centre
Private & confidential - on-premise, not on-line
Compatible with Windows XP, Windows Vista & Windows 7
Interfaces with MS Office 2003, 2007 & 2010
Easy-to-use, logical interface designed for fast operation
Numerous customisable functions to suit the way you work
Automatic postcode checker (Australia & New Zealand).
Training & Demo modes for safe testing and training
Context-sensitive on-line help system, including training videos
Available as either subscription or purchase
Multiple database option

Notes

1. This list is not exhaustive and is intended to assist with feature comparison only. LinxCRM contains many features not listed here.
2. SMS requires a subscription with an approved service provider. 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.
3. Users of the LinxInsure™ module in New Zealand must be current PAA/NZMBA members.
4. The on-line Help system requires Internet access. Training videos require the free Adobe Flash Player.
5. E&OE. Current at Feb 2013. Specifications are subject to change without notice - please confirm details before purchase. (Note that the free trial system is LinxCRM Professional with a few minor restrictions).

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