Research the market before adding anything to Sales
Lead Generator can search businesses by country, city and industry, with search terms and available filters for a narrower run.
The agency reviews the returned businesses first. A result can include company name, website, phone, email, address, category, location and rating information when those fields are available.
Only the accounts the team wants to pursue are saved into Sales. The rest stay as search results rather than becoming abandoned CRM records.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
The lead record is for accounts the agency is still evaluating
The saved lead can have an owner, priority, source, notes and next action. Qualification fields can record whether the need is clear, the decision maker is known, budget has been discussed and timing is understood.
This is where the agency can record early research and contact attempts without putting speculative revenue into the pipeline.
If the conversation goes nowhere, the record can stay a lead. If there is a real brief or buying conversation, the team can create the deal.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
The deal becomes the place to manage the active pitch
The deal carries expected value, probability, stage, expected close date and owner. Calls, meetings, email follow-up and tasks can be attached to the opportunity with due dates and reminders.
A connected Gmail account can keep the relevant message thread around the CRM record. If the agency uses a repeatable outbound pattern, a sales sequence can combine email and task steps with waits between them.
Now the pipeline represents active new business, not the entire research list.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
Scope changes do not erase the first proposal
The agency can create a quote with custom services or products, quantities, price, discounts, tax, currency, validity and terms.
Suppose the first proposal includes strategy, campaign management and creative production. The client asks to remove creative production and lower the fee. A revision keeps the first version and makes the revised offer current.
If an internal review is required, the quote can remain pending approval before the customer signing process is opened.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
Give the client the current quote document, not an old attachment
Lynka can generate the quote PDF and create a signing session tied to that document. The session has an expiry and can record views, signing or rejection.
Creating a newer signing session revokes earlier open sessions for the same quote, which helps reduce the chance that the client signs a superseded offer.
The signature record can retain signer and consent information together with the signed document references.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
Bill from the version the client accepted
Accepted quote information can provide the starting point for the invoice. The invoice keeps the customer, amount, due date, payments received and remaining balance together.
If the client pays a deposit first, the agency can record that payment and leave the remaining balance open for the later payment.
The agency can then look back from the invoice to the quote and deal when a scope or pricing question comes up later.
Sales reporting
Track output, pipeline health, and conversion.
Rep comparison
Manager-friendly breakdown.
