Linx completes the gap in communications between your calls and your CRM.
That’s possible because it’s built to integrate seamlessly with the top CRM platforms that estate agencies are already using.
Every estate agent runs multiple software platforms to complete the journey from lead to keys.
- Agency website and social media channels
- Internal communications and messaging channels
- Phone system
- CRM for lead capture, client and property records, contracts and so on
- Accounting
- Portals for property listings
They all need to be able to talk to each other without estate agents having to jump through hoops each time to request permission, enter passwords, or add updates manually.
With frictionless integration between the phone system and CRM, Linx allows all call data to flow freely between conversations and client records.
What CRM platforms does Linx integrate with?
Linx is an official partner with Alto, and integrates with Street, Reapit, Apex 27, Loop, Greenhouse OS, and SME Professional.
What are the benefits of platform integration?
Integration allows your Linx AI phone system to communicate freely with the CRM, without you having to leave the Linx dashboard.
Know who’s calling before you answer
When a call comes in, Linx can match it against the client record in the CRM and pull up the details on the smart caller pop-up.
Notes synced automatically
The call recording, summary, transcript and notes are saved to the CRM at the end of the call, eliminating the need for manual note-taking.
Easy appointment booking
Your next steps and appointments are updated in the CRM, so you don’t have to enter the same details twice.
No manual data entry
Save 2-3 minutes after every conversation. All your call notes pass directly to the CRM so agents can get on with their next task.
Missed Call Tracking
No need to manually assemble your missed calls or voicemails and find the numbers. Vetsy allows you to complete your list with click-to-dial convenience from the client or property record you’re currently viewing.
Performance overview
Track team performance across each stage of the call and share examples of outstanding call-handling with the wider team for coaching purposes.
How does integration set-up work?
Adding Linx to your existing software and CRM stack doesn’t cause any disruption to your ongoing processes. Most agencies are up and running in a few days. Our team provides full support before and after integration.
Is my data secure?
Yes. You’ll still manage data retention policies (eg. GDPR) from your CRM, but all data flowing between your Linx AI phone system and database is encrypted, with controlled access. Calls can’t be used to access or change your CRM data outside the permissions you set.
What if I don’t use one of your listed CRM platforms?
Tell us what you’re using and we’ll come up with a solution. In most cases, we can configure Linx to communicate with your custom CRM.
Want to know more about Linx and your CRM? View our partner pages using the link below.
