Customers & sales
One customer record, from first conversation to final payment.
Track every call, email, task, quote, order, invoice and payment on the customer it belongs to—and turn a quote into an invoice without re-typing.
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Help centre and email support included
Customer records
Know who you are talking to.
Keep accounts—the businesses you deal with—and contacts—the people in them—in one place. Open any record and see everything that has happened.
Accounts and contacts linked together
Notes, calls, appointments and tasks on every record
Saved lists to find exactly the customers you want
Your own fields for what matters to your business
One shared history
The whole story, in one timeline.
Every note, task, phone call, appointment, email and text lands on the customer's timeline, alongside their quotes, orders and invoices. Anyone can pick up the conversation without asking what happened last.
Every activity in one place
Due dates and reminders for follow-ups
Failed sends flagged on the customer record
Lead to sale
Guided steps, from first interest to won.
Qualify a lead and Linx creates the account, contact and opportunity together. Your whole team can see where every deal stands.
Quote to cash
From "yes" to paid, without re-typing
Products, prices, taxes and deposits move cleanly through the sale, and every step stays linked to the customer.
01
Quote
Choose products, quantities and prices.
02
Sales order
(Optional)
Confirm the quote in a click.
03
Invoice
Create it without typing twice.
04
Payment
Record every payment and deposit.
05
Credit note
Adjust an invoice, keep the history.
Good to know: The sequence stays clear and consistent—quote, order, invoice, payment—so everyone follows the same process.
Customer messaging
Email and text from the record
Send an email or text from any customer record and it is saved on the timeline. Reach many people with campaigns to saved lists, then see exactly who it reached.
Your own email account and signature
Made for your business
Professional at every step
Keep documents on brand and your team focused on the numbers that matter.
Quotes and invoices that look like yours
Turn Word templates into polished PDFs with your logo, wording and customer details filled automatically.
Dashboards for daily questions
See your business overview and sales pipeline, or build your own counters, tables and charts.
Do I need the point of sale for quotes and invoices?
Can I send a quote by email?
Yes. Use the standard quote template included in new workspaces, or your own Word design, to create a PDF and email it from the record through your own email account.
Can I import my existing customers?
Can several people work on the same customer?
Frequently asked questions
Questions, answered
Everything you need to know about bringing customers and sales together.
Start today
Keep every customer conversation in one place.
From the first call to the final payment, Linx keeps your team and customer history connected.