Guiding you to choose between Solve CRM vs. LinxCRM: 2024

Comparison Summary

Solve CRM: Solve CRM simplifies record keeping, communication, and scheduling with mobile-friendly automation and consistency. It integrates with G Suite, offering activity templates, custom fields, and secure team collaboration.

LinxCRM: LinxCRM is financial-services CRM software designed for finance brokers, insurance consultants, and financial planners. Features include automation, marketing, referrers, commissions, document management, business reporting, and team collaboration.

Solve CRM and LinxCRM: Customer Satisfaction Data

Most deployed common Use Cases for Solve CRM and LinxCRM

What Are the key features of Solve CRM and LinxCRM for Contact List Management?

Solve Crm focuses on contact management and client data management. Solve Crm prioritizes ease of use and integration with other tools. Linxcrm emphasizes security and compliance, offering features for managing team members, setting sales targets, and recording commission payments. Linxcrm prioritizes detailed client information tracking and automation, including features for loan automation and needs analysis.

"...A very manageable application, being able to track contacts in a fast way is doing well...." Peer review by Karla, SIDOR

"...Even if you left them under good terms, can you guarantee that you will be given all your CRM records, complete with supporting documentation, diary history and commission records?..." Regain Control of Your Database

How can Solve CRM and LinxCRM enhance your Workflow Management process?

Solve Crm focuses on managing customer workflows, particularly for small businesses and teams, while Linxcrm prioritizes automating workflow processes. Solve Crm offers flexible workflow customization and features like task lists and project blogs, while Linxcrm emphasizes automation features like task scheduling, timelines, and follow-up schedules. Both Solve Crm and Linxcrm aim to streamline business processes and enhance productivity.

"...Lots of great features - Google sheets report integration (slice, dice, geo-reference, and pivot the data anyway you want), click to call, easy to navigate activity window, flexible workflows and follow-ups, individualised task lists and on and on...." Peer review by Carl, Refresh Business Ltd

"...mail-merging with MS Word , with sample templates Google Maps interface Third-party notification of milestone events Record commission agreements with referrers for compliance purposes Pay referrers finance commission splits through LinxSplitx Workflow Automation Task setting with..." LinxCRM Features Matrix

How can Solve CRM and LinxCRM optimize your Collaboration Workflow?

Solve Crm and Linxcrm both emphasize collaboration in their features. Solve Crm focuses on collaboration within teams and with clients, particularly for projects. Linxcrm offers team collaboration features for planning, document management, and marketing. Solve Crm provides a complete collaborative workspace while Linxcrm emphasizes real-time collaboration.

"...It is extremely easy to navigate and you can quickly lookup clients and contacts on the mobile app which makes collaboration on projects very easy...." Peer review by Graham, Cochrane Ventilation LLC.

"...LinxCRM is financial-services CRM software that is NOT on-line, with features including automation, marketing, referrers, commissions, document management, business reporting and team collaboration...." LinxCRM Features