A CRM for accounting firms that starts before the client is on the books.

A new referral or inbound enquiry can stay as a lead while the firm records service need, decision maker, budget discussion, timing and the next action. That separates casual enquiries from work the partners expect to close.

Qualified opportunities then carry expected value, probability, stage, expected close date and owner. The pipeline becomes a view of genuine new business rather than a list of everyone who has ever emailed the firm.

A business client may have an owner, finance manager, accounts-payable contact and operational contact. Lynka can keep those people related to the same company while marking the roles that matter for sales and billing.

When the relationship expands into another service, the firm can open a new opportunity without creating another copy of the client.

Quotes can describe bookkeeping, accounting, advisory or other services with pricing, discounts, tax, currency, validity and terms. Revisions keep the earlier version available when the client asks to add payroll, remove a service or renegotiate the fee.

Internal review can happen before the customer signing process, giving the partner or manager a chance to check the commercial terms before the proposal goes out.

Calls, meetings, tasks and reminders can be assigned to the relevant lead or opportunity. Connected Gmail conversations can remain associated with the account, and sequences can support repeatable follow-up for prospects that need several touches.

That makes handover easier when more than one partner or team member is involved in winning the work.

The commercial record can continue into invoicing, where due dates, partial payments, credits and outstanding balances are tracked. That gives the sales or account owner a direct answer when a renewal conversation overlaps with an unpaid invoice.

Lynka accounting can support its own books as well, but an accounting firm should separately evaluate the professional accounting, tax and practice-management requirements it needs for client work.

Sales reports can show lead sources, qualification, pipeline value, win rate, cycle length and outcomes. Campaign attribution can also connect marketing activity to pipeline and won value when the firm tracks campaigns.

Those reports are about the firm’s own commercial performance. They are not a substitute for client accounting or tax reporting.

Lynka fits accounting firms that want a clearer new-business process and a better connection between proposals, invoices and the client relationship. It can also be useful for bookkeeping businesses that sell standardized service packages.

It is not presented as tax-preparation software, audit engagement management, time-and-billing practice management or document-request portal software. Those specialist requirements should stay in dedicated products when needed.