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Client CRM & Follow-ups

Follow everytask through to completion

For sales and customer-service teams needing a shared customer profile and clear transaction and communication history.

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How doesit help your business?

Recurring follow-ups assigned to staff, so a lapsed client is chased by a rule, not a memory.

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A practical use case

A representative promises a callback after a quote. They assign a follow-up task and record the outcome so a colleague can continue the conversation with context.

An illustrative use case, not a customer result.

Explore an industry example

Professional Services
Customers & CRMIllustrative preview

A connected workflow

Client CRM & Follow-ups

Examples: 1

Recurring follow-ups assigned to staff, so a lapsed client is chased by a rule, not a memory.

Example data and a simplified interface. This preview illustrates the workflow; your workspace depends on enabled modules and configuration.

Before you start

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.

An add-on requiring plan access and activation. Check the plan table for subscription availability.

Use italongside these capabilities

Complete the workflow with these tools. Each page explains scope and activation requirements; using them together does not mean every step is automatic.

Invoices

Review purchases and outstanding amounts before discussing a customer account.

Messaging channels

Configure the communication channels used for campaigns and follow-up.

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

    Needs the internet, except Point of Sale

    Setup & features
    Download for Windows

    Version 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

    Needs the API & Integrations add-on

    Setup & features
    Download for Windows

    Version 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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