Client Files
Contact details, addresses, notes, credit balances and recent appointments, sales, payments and invoices per client, with letters generated from templates and statements and receivables in Reports.
Customers & CRM
One client record carrying the credit, the history and the conversation.
Inside the module
Explorethis module’s capabilities
The client file is the same record the ledger owes money to, the booking belongs to and the support ticket came from — so nobody reconciles three lists of the same people.
A connected workflow
Client Files
Contact details, addresses, notes, credit balances and recent appointments, sales, payments and invoices per client, with letters generated from templates and statements and receivables in Reports.
Explore this capabilityExample data and a simplified interface. This preview illustrates the workflow; your workspace depends on enabled modules and configuration.
Segments & Campaigns
Seven automatic segments — new, recent, first visit, loyal, lapsed, high spenders and upcoming birthdays — plus your own last-visit segments. Send email, SMS or WhatsApp campaigns through your own provider, only to clients with marketing consent and with a one-click opt-out link.
Loyalty & Memberships
Prepaid memberships and store credit from advances, credit notes and gift cards are built in; points that earn and expire on a schedule need the Loyalty Points add-on.
Client CRM & Follow-ups
Recurring follow-ups assigned to staff, so a lapsed client is chased by a rule, not a memory.
Sales Pipeline & Opportunities
Capture leads, convert them to opportunities, track them by stage on a board or forecast, and create quotations from them, with sales teams, targets and assignment rules. Part of the Client CRM & Follow-ups add-on.
Support Tickets
Customer requests tracked to resolution, raisable from the client portal.
Reviews
Collect and publish client reviews against the service or member they refer to.
How the work flows
A connectedpath from start to finish
An illustrative workflow; available steps depend on the transaction, settings and permissions.
Create the customer profile and contact information, then review linked transactions and balances.
Use segments to identify the relevant audience and configure messaging channels before sending campaigns.
Track customer requests and reviews; with the follow-up add-on enabled, assign outreach tasks and record outcomes.
Staying in control
Information tokeep you in control
Review customer statements, balances and transaction history, and use customer and receivables reports to follow collections. Loyalty and follow-up tools depend on their add-ons.
What do you need to get started?
Customer records are subject to plan limits and permissions. Messaging requires configured channels and provider accounts; loyalty points and follow-up tasks require their add-ons.
Explore customisation and branch managementFeatures are subject to plan limits and user permissions. Add-ons require subscription access and activation; external services may require separate accounts and fees.
Questions
Questionsbefore you start
Works with
Connected toyour other modules
Sales & Invoicing
Quote, sell, invoice and collect from one module — with the ledger entry written for you.
Accounting & Finance
A real double-entry ledger underneath the business — not a report generated after the fact.
Files & Secure Sharing
A permission-aware business library with controlled links for external recipients.
Apps for Windows and Mac
Your customers install nothing.Your team installs what it needs.
Put LynkOffice on the computers your team works at, one app for each job. They all sign in to the same account, so every sale, receipt and stock movement is recorded in one place.
Your computer
Free to downloadWindows 10 or 11, 64-bit
Desktop app
For the office
- Your whole account in its own window, away from browser tabs
- Prints receipts straight to your printer, with no extra software
- A built-in Point of Sale that keeps ringing up cash sales of products offline
Download for WindowsVersion 0.3.06 MB
POS app
For the counter
- A checkout screen made for the counter
- Keeps ringing up cash sales of products offline, and sends them when the connection returns
- Prints receipts and opens the cash drawer
Download for WindowsVersion 0.1.04 MB
Not sure which one fits? Compare the apps
One workspace. One clear view.
Bring every part of your businesstogether.
Create your workspace, activate the modules you need and give every team one reliable source of information.
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