Linx
In meetings, referrals, conferences and advisory calls, Linx helps the client understand who you are, express interest in the right area and get a first response, so the lead never slips between messages and calls.
In insurance, pension and mortgages, the client buys trust before they buy a product. An NFC card with a professional mini-site, specialties, testimonials and a booking option positions you as a serious advisor from the very first tap.
A client interested in a mortgage is different from one looking at pension. The AI agent asks the opening questions, classifies the inquiry and saves it in the CRM with source, area and status, so you know who to call back and about what.
In a field with a long closing cycle, automatic follow-up reminders and a timely next call are the difference between a lead going cold and a client who signs. Linx manages the tracking so nothing falls between WhatsApp messages.
It turns every meeting, referral or conference into an organized lead: the client scans, reaches a professional mini-site, gets a first response from an AI agent and leaves details that are saved in the CRM with area of interest and status.
Yes. The agent classifies each inquiry by area, and the CRM keeps separate source and status, so you can run tracking tailored to each type of client.
Absolutely. An independent advisor gets an NFC card, a personal mini-site, an AI agent and a CRM, with no heavy enterprise system and no technical knowledge required.