Lynkos

Reminders associate any entity within your business with calendar dates. With Lynkos, there's no need to keep multiple agendas and information spreadsheets. Feed your calendar with key information about your sales structure, customers and portfolio, such as these:

• "Call this client next month when he returns from the holidays"
• "Review this agent's commission levels next quarter"
• "Announce a sales incentive campaign for all brokers starting in January"

Automated Alerts are triggered by conditional settings. By default, Lynkos includes high impact alerts such as credit card expiration dates, renewal dates, portfolio performance and many others. In addition, any user can set additional alerts with customized settings. In example:

• Alerts triggered when a client's monthly portfolio increases / decreases over 10%
• Alerts triggered 3 months before customers credit cards expire
• Alerts triggered when a customer checks his portfolio online

We beleive that generating actions at the right time, in sync with what's happening to your sales agents and end customers is a key, simple and efficient way to empower your business goals, and Lynkos enhances this approach with every available application.