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Sales Pipeline & Opportunities

See everydeal from enquiry to quotation

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?

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.

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A practical use case

A B2B supplier records an enquiry as a lead, converts it to an opportunity, moves it through the board stages and creates the quotation once the customer is ready to buy.

An illustrative use case, not a customer result.

Explore an industry example

Professional Services
Customers & CRMIllustrative preview

A connected workflow

Sales Pipeline & Opportunities

Examples: 1

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.

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

Before you start

Requires access to and activation of the Client CRM & Follow-ups add-on and suitable sales permissions for the team. Quotations are created in Sales and follow its settings.

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.

Quotations & Sales Orders

Turn a won opportunity into a quotation, then a sales order and an invoice.

Client CRM & Follow-ups

Plan the follow-up calls and tasks attached to each opportunity.

Client Files

Link the opportunity to the client record when a lead is converted.

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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