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Small businesses

Track IT service proposals, hardware sales and support.

Keep prospects, client contacts, service proposals, hardware purchasing, invoices and customer tickets connected to each account.

Start FreeSee pricing

Use Case

Track IT service proposals, hardware sales and support.

An IT provider can sell consulting, recurring support and hardware to the same client while using completely different systems to deliver the technical work.

Lynka focuses on the business relationship around that delivery: how the account was won, what was proposed, what was billed, what equipment was sourced and what customer issue came back later.

Requirements

The workflow has to keep the next commercial move visible.

Prospecting

Only qualified opportunities enter pipeline with expected value, probability, stage, close date and owner, keeping account research separate from forecast.

Account Map

The same account can support separate opportunities for managed service, hardware refresh or another project without becoming duplicate companies.

Proposals

Internal review can happen before customer signing so negotiated service and equipment terms have a clear accepted version.

Hardware

That supports equipment sold as part of the client job without claiming endpoint discovery, serial-number service management or warehouse-management depth.

Billing

Complex subscription metering, usage billing and contract automation may still belong in specialist billing systems if the provider needs more than Lynka's invoice model.

Support

RMM, endpoint inventory, patching, remote control, device alerts and full ITSM depth are outside Lynka's role.

Fit

Keep the technical stack technical. Lynka is useful when the customer and commercial trail is the thing getting lost.

Solution

Keep the commercial history connected as the work moves

Prospecting

Do not call every target account recurring revenue

Prospects can remain leads while the team records service need, environment, decision maker, timing, budget discussion and next action.

Only qualified opportunities enter pipeline with expected value, probability, stage, close date and owner, keeping account research separate from forecast.

Lead capture
Capture form
What gets collected.
Company name
Northstar Logistics
Website
northstar.example.com
Country
United States
Size
11-50 employees
Saved result
What becomes usable downstream.
Source
Website inquiry
Assigned owner
Maya Bennett
Lead score
340
Routing
Sales · Qualified review
Next step
Call within 30 minutes

Account Map

Keep technical, commercial and billing contacts distinct

One client may have an owner, operations lead, internal IT contact and finance contact. Lynka can relate several people to the company and keep their roles understandable.

The same account can support separate opportunities for managed service, hardware refresh or another project without becoming duplicate companies.

Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Proposals

Quote the service and the hardware in the same commercial conversation

Quotes can mix custom services and products with quantity, price, discount, tax, currency, validity and terms. Revisions preserve earlier offers when scope changes.

Internal review can happen before customer signing so negotiated service and equipment terms have a clear accepted version.

Quote builder
Q607204
Draft quote · USD
Adjust tax
Choose template
Customer or Deal
BluePeak Trading
Due date
09/15/2026
Currency
USD
Description
Qty
Unit
Tax
Total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Onboarding and setup
1
320.00
15%
USD 368.00
Tags & categories
Add tags...
Customer notes
Visible on the final document...
Totals
Subtotal
USD 1,496.15
Tax total
USD 224.42
Grand total
USD 1,720.57

Hardware

Source hardware without turning the CRM into an asset scanner

Products can carry price, cost, SKU and stock behavior, while supplier relationships, POs and goods receipts record purchasing and accepted quantities.

That supports equipment sold as part of the client job without claiming endpoint discovery, serial-number service management or warehouse-management depth.

Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Billing

Keep the client balance visible when renewal or upsell comes up

Invoices can retain due dates, partial payments, credits and outstanding balances around the account.

Complex subscription metering, usage billing and contract automation may still belong in specialist billing systems if the provider needs more than Lynka's invoice model.

Quote to invoice
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Due date
10/01/2026
Currency
USD
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
Search quotes...
Q000271
Tunnel Lounge
USD 115.00
Ready
Q000289
Summit Advisory
USD 243.80
Expired
Q000257
BluePeak Trading
USD 1,352.57
Ready

Support

Use tickets for the customer issue, not the technical estate

Tickets can track priority, category, status, assignee, team, deadlines, SLA state and support reporting while remaining related to the customer.

RMM, endpoint inventory, patching, remote control, device alerts and full ITSM depth are outside Lynka's role.

Lynka
Overview
Tickets
New
⌂
◔
≣
⌁
▦
Search tickets...
My records
New
1
Activation issue
Unassigned
New
Due today
Open
1
Billing question
Maya Bennett
Open
Response due in 2h
In progress
1
Integration setup
Jordan Lee
In progress
Waiting on customer
Activation issue
Case overview 16043
New
Details
History
Documents
Tasks
Status
New
Priority
Medium
Ticket
Activation issue
Company
Northstar Logistics
Assignee
Jordan Lee
Category
Onboarding
Due
2026-07-31
Issue description
Customer requested a guided setup for initial activation.

Fit

Use Lynka where the commercial handoff is messy

Lynka fits smaller IT providers that want CRM, proposals, billing, equipment purchasing and customer support records closer together, particularly when they sell both services and hardware.

Keep the technical stack technical. Lynka is useful when the customer and commercial trail is the thing getting lost.

Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Results

Keep the client history together after the sale.

Explore Lynka

Manage leads and deals in Lynka SalesManage quotes and invoicesManage products, purchasing and stockManage customer support ticketsCarry customer history into support

Keep the client history together after the sale.

Connect the proposal, equipment order, invoice and support issue to the same account.

Start FreeSee pricing
Lynka
Leads
Deals
Activities
Notes
Search records...
Maya Bennett
Northstar Logistics
Jordan Lee
Northstar Logistics
Olivia Hart
Northstar Logistics
Maya Bennett
Qualified lead · Northstar Logistics
Contact
Email
Activity
Notes
Docs
Implementation timeline
Can we align the rollout for early next month?
Pricing review
Please send the updated proposal with the annual billing option.
Reply from Lynka
Updated quote sent. Next step is internal review.
Context
The relationship beside the activity.
Company
Northstar Logistics
Lead score
340
Opportunity
99.9%
Current page
/pricing

Questions about this industry

Can an MSP use Lynka as its CRM?

Yes. Lynka can manage leads, companies, contacts, opportunities, activities, quotes and invoices for IT-services sales.

Lynka

Lynka combines business lead generation and CRM, so smaller businesses can find prospects and manage customer work in one place.

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