PAA Members Page
Welcome to this special page reserved for members of the Professional Advisers Association, New Zealand. For further information about how LinxCRM can help you in your financial services business please click the links below:
Beta Version Now Available!
After many months of co-operation between Linx Software and the PAA we are happy to announce the availability of LinxCRM 8 Beta, containing the special LinxInsure module for those who are involved with risk insurance.
You are invited to download it for free - no registration or activation is required. Please use the links below:
Brief overview video (approx 5 mins)
Beta-testers orientation video (approx 18 mins)
Your feedback is important to us so please let us know what you think and what can be further refined before the live version is released.
PAA Conference (May 2011)
If you missed the conference last year you can still view the CRM Workshop presentation on LinxCRM. Click here. (Video, approx 27 mins.)
More Information
Download a brochure summarizing LinxCRM features for PAA members. (PDF, approx 900Kb.)
Watch an overview of LinxCRM. (Video, approx 15 mins.)
Contact us to arrange a personal on-line demo, register your interest or ask a question.
Testimonial
You may also be interested in this recent quote from a fellow PAA member:
“Having a CRM changed the way we run our business. It’s like turning the lights on and seeing your whole business, from pipeline to completions, across the country and across all advisors. This works perfectly for sole operators through to businesses with sophisticated CRM requirements. We have been using LinxCRM for over a year and it pays for itself. We manage our book better, and our commission and renewals.
I really like that the CRM has a financial services focus, risk and lending, but the single biggest selling point is its simplicity... LinxCRM is simple to use and find your way around. It has prompts and reminders, and my advisors love to use it to see how they are progressing, especially comparing their activity and results to their peers”.
Ian Webb
Managing Director
NewBuild Home Finance
Auckland
Mortgage Chair of the PAA
Guarantee of Satisfaction
Understanding your needs and fulfilling them to your complete satisfaction is our first concern.
To help in this process, we offer a 30-day 100% money-back guarantee of satisfaction.
