Agency new business gets messy when the proposal keeps changing.

Lead Generator can search businesses by country, city and industry, with search terms and available filters for a narrower run.

Results stay outside Sales until you save them, which makes it useful for researching a niche without filling the CRM with every company that appeared.

A saved lead can hold source, owner, priority, notes, next action and qualification details while the team learns whether there is a real brief, budget, decision maker and timeline.

Create a deal when the opportunity is serious enough to manage with expected value, probability, stage and close date.

Calls, meetings, email follow-up and tasks can have owners, due dates, reminders and recurrence. Gmail sync can keep the relevant thread with the CRM record.

For repeatable outreach, sequences can combine email and task steps with waits and stop when a reply is detected.

Quotes can use catalog items or custom service descriptions with quantity, price, discount, tax, currency, validity and terms.

When a client removes a workstream, changes the package or negotiates the fee, revisions preserve earlier versions while the latest offer remains current.

If pricing or terms need an internal check, approval can hold the quote before customer signing begins.

Lynka can generate the quote PDF and create an expiring signing session tied to that document. Views, signatures, rejections and signing evidence stay with the quote.

Creating a newer signing link revokes older open links for the same quote, which helps prevent a client acting on a version the agency has already replaced.

Accepted quote details can be used when the invoice is created. The invoice then tracks billed amount, due date, payments received and remaining balance.

Several payments can sit against one invoice for deposits or staged settlement. Credit notes remain separate when the bill itself needs adjusting.

One company can have several contacts and several opportunities over time. A new campaign, project or retainer can get its own deal, quote and invoice without creating a second client account.

That gives the team useful context when a client returns months later.