CRM, QUOTES & INVOICING
From first enquiry to final payment, in one place.
Track every lead, send quotes, confirm orders, invoice and collect payment, with every conversation on the same customer record. Add your whole team at no extra cost.
14-day free trial
No credit card
No per-user fees
ONE CONNECTED PROCESS
Deals slip between the cracks
Enquiries arrive by phone, email and message. The quote is in a document, the invoice is in another tool, and the follow-up lives in someone's head. When the work is done, the invoice is late and nobody remembers what was promised.
A PIPELINE YOU CAN SEE
Know where every deal stands
Capture each enquiry as a lead. When it is qualified, Linx creates the account, contact and opportunity for you. Guided stages show where each deal is and what comes next.
Leads, accounts, contacts and opportunities linked together
Guided stages from qualify to close
A pipeline dashboard
Tasks and appointments so follow-ups are never forgotten
QUOTE TO CASH
Quote, confirm, invoice, get paid
Build a quote from your price list, turn it into a PDF using the standard template included in new workspaces or your own Word design, and email it from the record. When the customer says yes, convert it to a sales order and then to an invoice without typing anything twice. Record payments against the invoice, and issue a credit note if something has to be reversed.
Quote from your price list
Convert to a sales order and invoice
Record payments against the invoice
Issue a credit note when something is reversed
Customers and sales
WORKFLOW AUTOMATION
Let workflows do the chasing
Set up a workflow once and it runs every time. Send appointment reminders, email customers when invoices go overdue, create follow-up tasks after quotes or remind yourself when contracts are up for renewal.
Appointment reminders
Overdue invoice emails
Automatic follow-up tasks
Contract renewal reminders
Automation and customisation
BUILT AROUND YOUR BUSINESS
Flexible where your service is different
Track the work that matters to you, keep every conversation together and use the whole platform without a till.
Your own record types and fields
Track projects, contracts, assets, vehicles, sites or equipment, linked directly to your customers.
Explore customisation
Email and text from the record
Send email or text from a customer record and keep every message together on the timeline.
Try it free
Everything works without a till
Quotes, orders, invoices, payments, stock and messages all work without point of sale.
Try it free
One connected journey
From quote to cash without typing twice
Move the same customer and pricing information through every commercial step. Each document stays linked to the record, so your team always knows what was agreed and what has been paid.
01
Quote
02
Sales order
03
Invoice
04
Payment
05
Credit note
STRAIGHTFORWARD PRICING
Pay for your business,
not your headcount.
Invite your whole team and grow without watching your software bill grow with them.
Linx CRM
Your core Linx workspace
$29 / mo
Unlimited users
No per-user fees
Leads, pipeline and follow-ups
Quotes, invoices and payments
Can I create quotes and invoices on my company's template?
Yes. New workspaces include ready-made Word templates you can download and customise, or you can upload your own. Linx turns them into PDFs to download or email.
Can several people work on the same customer?
Can I add as many users as I need?
Can I track projects or contracts?
Can I import my customers?
FAQ
Common questions
Everything you need to know before bringing your service process together.
Try Linx free
START YOUR 14-DAY TRIAL
Get your shops under one roof.
No credit card needed. Bring your whole team.