Agency CRM for the work between prospect research and the signed proposal.

Lead Generator can search businesses by country, city and industry, then narrow the run with search terms and available filters. Returned business details vary, so the team can review the result before saving anything.

Search results remain outside Sales until somebody selects the accounts worth pursuing. That is useful for an agency that wants to research a niche without filling the CRM with every company that appeared in the search.

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.

Only when the agency decides there is an opportunity does the work need a deal with expected value, probability, stage and expected close date.

This keeps the pipeline focused on active new business instead of every company the agency has ever spoken to.

Activities can schedule calls, meetings, email follow-up and tasks with owners, due dates, reminders and recurrence. Gmail sync keeps inbound and outbound threads associated with the relevant CRM record.

For repeatable prospecting motions, sales sequences can combine email and task steps with waits between them and can stop when a reply is detected.

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

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

If the quote needs internal review, pending approval blocks the signing flow until the team has cleared it.

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

When a newer signing link is created, older open links for the quote are revoked. That helps reduce the risk of a client acting on a version the agency has already replaced.

The quote version the client accepts can become the basis of the invoice. The invoice then records the amount billed, due date, payments received and remaining balance.

If the client pays a deposit and settles the rest later, several payment records can sit against the same invoice. If the bill itself needs to be reduced, a credit note records that adjustment separately from cash received.

A company can have several contacts and several opportunities over time. The next campaign, project or retainer does not require a new customer record just because it is a new sale.

That gives account and new-business teams a history of earlier deals, quotes and invoices when the client comes back months later.