Commerce and finance
Accounting
An organized view of financial activity. Bring reports and reconciliation together for accounting work.
Key features (6)
- A chart of accounts with balances, debit and credit totals
- Manual journal entries with a debit and credit balance check
- Trial balance, balance sheet and cash flow for selected dates
- Import bank transactions from CSV files and detect duplicates
- Match bank transactions to invoices and expenses
- Close accounting periods and reopen them with a recorded reason
Learn more
Marketing
Paid advertising
Keep campaigns in view. Manage advertising activity across connected business channels.
Key features (3)
- View campaigns from connected accounts, with goals and status
- Set budgets, audiences and dates for supported campaigns
- Track impressions, clicks and conversions in synced results
Learn more
Automation
Lynxbe AI
From a question to the next step. A business assistant helps plan work and review proposed actions.
Key features (4)
- Chat with an AI assistant about business tasks
- Revisit earlier conversations and search conversation history
- Approve or reject actions proposed by the assistant
- Upload business skills and attach them to AI assistants
Learn more
Platform
QR and instant app experiences
A quick scan opens a path to your business. Prepare QR and instant app experiences on supported devices.
Key features (3)
- Scan links for bookings, payments, contracts and forms
- QR codes with custom colours and size for supported devices
- Track experience opens, completions and abandoned sessions
Learn more
Platform
Activity history
See what changed. Business activity records help authorized teams follow important actions.
Key features (3)
- Find activity by person, action and date range
- Open an activity to see who acted and when
- Export the filtered activity history as CSV
Platform infrastructure
Learn more
Commerce and finance
B2B ordering
A clear way to order from your business. Bring the catalog, pricing and orders into one process.
Key features (3)
- A draft setup plan for the catalog, price lists and customer terms
- An ordered checklist for setting up a business ordering flow
- Track setup steps that are ready, executed or blocked
Learn more
Platform
Reports and business intelligence
See the picture and take the next step. Bring business reports and dashboards together.
Key features (3)
- Business reports by module and date range
- Save report settings to use again
- Export report data as a CSV file
Learn more
Customers
Calendar and booking
Make time for the work itself. Manage your calendar and give customers a clear way to book.
Key features (6)
- Create appointments with a service, employee and customer details
- Customer booking pages with selected services and employees
- Check existing appointments for conflicts before creating a booking
- Reschedule or cancel appointments and record cancellation reasons
- Create recurring appointment series using a recurrence rule
- Appointment reminders through the channels chosen by the business
Learn more
Communication
Broadcasts and campaigns
One update for the right audience. Organize business broadcasts and follow their delivery progress.
Key features (5)
- Recipient lists with pasted contact details and duplicate checks
- WhatsApp and email campaigns through connected accounts
- Personalize message content using recipient names and details
- Schedule campaigns and pause, resume or cancel sending
- Track sending, failures and available delivery information
Learn more
Platform
Business domain
Your address on the web. Manage a domain connection for your website and business experiences.
Key features (3)
- Check availability of your business domain name
- Connect an existing domain to your business website
- DNS instructions and a view of domain connection status
Learn more
Specialized modules
Carpentry and furniture
From measurement to installation. Organize projects, materials and work stages for a carpentry business.
Key features (4)
- Manage measurement sets and summaries for each project
- Project material lists and quantities
- Preview how parts fit on sheets before cutting
- Schedule installation and track the installation team
Requires domain setup
Learn more
Automation
Checklists
Keep every step clear. Create work checklists and follow completion and approval.
Key features (3)
- Reusable checklists with items and completion deadlines
- Recurring checklists with schedules and reminders
- Review responses and approve completed items
Learn more
Commerce and finance
Product catalog
Your products, ready to explore. Organize items and categories in a business catalog.
Key features (4)
- A product, service and package catalog with names, base prices and SKUs
- Categories and subcategories to organize the catalog
- Find catalog items and filter them by type or category
- Store stock quantities and pack sizes for catalog items
Learn more
Commerce and finance
Sales commissions
A clear view of commissions. Manage commission rules and follow sales reports.
Key features (5)
- Commission rules for selected agents and customers
- Percentage commissions or fixed amounts per order or unit
- A commission ledger filtered by agent, status and dates
- Totals for earned, pending, approved and paid commissions
- Export a monthly commission report as a CSV file
Learn more
Commerce and finance
Order management
From selection to follow-up. Bring orders together so the team can see their progress.
Key features (5)
- Orders with line items, quantities and customer-specific pricing
- Sales agents create orders for customers assigned to them
- Approve or reject orders and retain a record of the decision
- Track order status through shipping and delivery
- Export an order list as a CSV file
Learn more
Commerce and finance
Price lists and customer terms
Pricing that fits the relationship. Manage price lists, discounts and customer terms.
Key features (5)
- Price lists by customer type, segment and validity period
- Custom item prices and discounts within each price list
- Customer discounts, payment terms and credit limits
- Validate order quantities against the configured pack size
- Choose which catalog items customers see through their price list
Learn more
Platform
Privacy and data management
Good data management starts with organization. Bring privacy requests, consent records and retention policies together.
Key features (4)
- Record privacy requests and track their due dates
- Set retention periods for each type of information
- Scan text for patterns of personal information
- Customer consent records and their change history
Learn more
Communication
Conference calls
One place for a shared conversation. Arrange conference calls and bring participants together.
Key features (3)
- View participants in a connected conference bridge
- Add participants through the connected telephony service
- Mute or place participants on hold in a supported bridge
Learn more
Customers
Contracts and signing
From draft to signature. Prepare contracts, share documents and follow the process.
Key features (4)
- Contract templates with sections and fill-in fields
- Multiple signers with roles and contact details for each document
- Online signing through a personal signing link
- Reminders for signers who have not yet signed
Learn more
Commerce and finance
Coupons and discounts
A useful offer at the right time. Manage discount codes and promotions as part of your sales.
Key features (4)
- Discount codes with percentage or fixed-amount savings
- Validity dates, usage limits and a minimum purchase amount
- Coupons for selected services in the booking flow
- Track redemption counts and the total discounts granted
Learn more
Customers
CRM and customer management
Know the customer. See the next step. Manage enquiries, opportunities and work on shared boards.
Key features (6)
- Work boards with columns and fields tailored to the business
- Records with a work stage, owner and assigned team
- Table, Kanban and calendar views for work boards
- Notes, attachments and an activity timeline for each record
- Rule-based automations that move records and assign owners
- Export board records to a CSV file
Learn more
Customers
Customer portal
Customers sign in to their own view. A personal portal for invoices, subscriptions and payment details.
Key features (4)
- A personal customer portal link with an expiry time
- View the customer's own subscriptions and invoices
- Request cancellation at period end when the business allows it
- Customize the portal logo, color and terms and privacy links
Learn more
Specialized modules
Software house
A software house module in planning. Intended to manage client projects, deliverables and client approvals.
Key features (3)
- In planning: client projects with deliverables and versions
- In planning: client approval for each version, and change orders
- In planning: tracking who the work is waiting on - the client or the team
Planned
Learn more
Platform
Business documents
Turn ideas into a document. Write, edit and keep versions of your business documents.
Key features (4)
- Write and edit business documents
- Keep versions and restore an earlier document version
- Export documents to PDF and Word files
- Share a document by link or with authorized people
Learn more
Communication
Business email
Keep business correspondence organized. Manage email alongside your customer information.
Key features (6)
- Email conversation inbox with search and personal read status
- Reply to email with attachment support
- Assign email conversations to an employee or team
- Shared drafts and scheduling messages to send later
- Personal email signatures and a default signature
- AI reply drafts using your instructions and chosen tone
Learn more
Marketing
Email marketing
The right message for the right list. Prepare campaigns and manage email marketing communication.
Key features (6)
- Reusable email templates in Hebrew and English
- Send email campaigns to recipient lists
- Personalize subjects and content using recipient details
- Schedule campaigns and set daily sending volume
- Open and click information when campaign tracking is enabled
- Unsubscribe links and exclusion of recipients who opted out
Learn more
Communication
Facebook Messenger
Customers message your page. Your team takes it from there. Bring business Messenger conversations together.
Key features (4)
- Receive Messenger messages and view conversation history
- Reply to customer text messages in Messenger
- Tag contacts from Messenger conversations
- Choose and enable a business bot for Messenger
Learn more
Customers
Field sales
Customer work continues in the field. Manage visits, orders and sales targets.
Key features (5)
- Manage field agents, territories and assigned customers
- Schedule visits and record check-in, check-out and outcomes
- Customer orders with delivery dates and purchase order numbers
- Sales targets by period and progress from recorded results
- Agent reports on visits and order counts
Learn more
Marketing
Google Business Profile
Your business in local search. Manage your Google profile, posts and reviews.
Key features (4)
- Browse connected business locations and filter by account
- Prepare posts with media, events and offers before publishing
- Read customer reviews and compose replies
- See ratings, new reviews and a summary of post activity
Learn more
Communication
Instagram messages
Turn profile enquiries into conversations. Manage Instagram messages alongside your team.
Key features (4)
- Instagram inbox with conversation history and unread message counts
- Reply to customer text messages in Instagram
- Keep story reply context within the conversation
- Choose and enable a business bot for Instagram messages
Learn more
Commerce and finance
Invoices and billing documents
Keep business documents organized. Manage invoices and billing documents alongside customer details.
Key features (5)
- Create invoice drafts with line items, dates and customer details
- Generate an invoice as a PDF document
- Send an invoice by email with an attached PDF
- Record partial payments and track the remaining invoice balance
- Create a credit note linked to its original invoice
Learn more
Specialized modules
Legal practice management
Keep matters organized. Tools for documents, deadlines and legal practice operations.
Key features (6)
- Matter records with practice areas, case numbers and responsible users
- Manage matter parties, their roles and representation details
- Upcoming deadlines and human confirmation of extracted dates
- Track required matter documents and documents still missing
- Fee calculators with formulas, assumptions and explanatory notes
- Document drafts with version history and reference checks
Requires domain setup
Learn more
Communication
LinkedIn messages
A messaging channel in planning. Intended to bring LinkedIn conversations into business workflows.
Key features (3)
- In planning: sending business LinkedIn messages
- In planning: messages with linked content
- In planning: personalize messages with fill-in fields
Planned
Learn more
Platform
Marketing connections
Connect your accounts and keep working. Manage your business marketing channel connections.
Key features (3)
- See connected marketing accounts and their status in one place
- Spot connections that need renewal or attention
- Check conversion tracking across connected advertising channels
Learn more
Marketing
Marketing dashboard
One view of your marketing. See activity across connected channels in the same place.
Key features (3)
- Compare advertising spend with at least two supported channels enabled
- View reported enquiries and conversions by source
- Choose a date range for your activity summaries
Learn more
Marketing
Facebook and Instagram ads
Bring your message to your audience. Manage Facebook and Instagram campaigns in one place.
Key features (3)
- Create campaigns with a goal and budget in a connected Meta account
- Set audiences and running dates for your ad sets
- Review campaign results for a selected date range
Learn more
Marketing
Marketing insights
Understand what worked. Bring insights and trends from connected marketing activity together.
Key features (4)
- Group your audience by activity recorded in your business
- Help prioritize enquiries using recorded activity and engagement
- Compare enquiry quality scores by acquisition source
- Build a weekly report from available business data
Learn more
Marketing
Local Services Ads
Your service in local search. Manage Google Local Services Ads activity in supported accounts.
Key features (3)
- Filter enquiries from a supported account by type, status and date
- Turn a selected enquiry into a record in your configured CRM
- Review enquiries by service and type over time
Learn more
Marketing
Google Ads
Reach people already searching. Manage Google Ads campaigns and follow their results.
Key features (4)
- Create a Google Ads campaign with a daily budget and advertising objective.
- Adjust the budget or pause a campaign in the connected advertising account.
- Manage keywords and see which search terms brought clicks.
- Review clicks, spend and conversions over a selected period.
Learn more
Automation
Marketing strategist
Plan before you publish. A marketing assistant connects goals, content and proposal reviews.
Key features (4)
- Define your business and brand to give your marketing a clear direction.
- Create a quarterly marketing strategy with AI.
- Review drafts in one queue, edit them and approve them before publishing.
- Get a weekly digest of your brand activity.
Learn more
Marketing
TikTok advertising
A campaign goes beyond the video. Manage TikTok advertising activity and follow its progress.
Key features (4)
- Create TikTok campaigns with an objective and budget you choose.
- Build custom and lookalike audiences in your connected account.
- Upload images and videos for your ads.
- Check campaign performance and update campaign status.
Learn more
Marketing
Click-to-WhatsApp ads
A tap on the ad opens a chat with you. Ads on Facebook, Instagram and WhatsApp Status that start a WhatsApp conversation.
Key features (3)
- Every chat opened from an ad becomes a lead card with the ad's name.
- The lead gets an owner and an alert by the business's lead routing rules.
- The lead's progress, up to a paying customer, is reported back to Meta.
Learn more
Marketing
X advertising
An advertising channel in planning. Intended to run X (Twitter) campaigns from the platform.
Key features (3)
- In planning: creating X campaigns with a budget and objective
- In planning: adjusting budgets and pausing campaigns in the connected account
- In planning: campaign results over a selected period
Planned
Learn more
Platform
App marketplace
Add the connection your business needs. Explore apps and integrations in one place.
Key features (4)
- Explore apps and integrations suited to your business.
- Install an integration after reviewing the permissions it requests.
- Test a connection and see when it needs attention.
- Set up automations for an installed app.
Learn more
Customers
Meeting scheduling
Find a time that works for everyone. Propose meeting times and collect participant availability.
Key features (4)
- Propose meeting times and send an invitation to participants.
- Participants share their availability through a personal link.
- Choose the final time and send confirmation with the meeting details.
- Add the confirmed meeting to a calendar with an invitation file.
Learn more
Commerce and finance
Six Money Rules
A monthly plan for the money the business actually collected. Tax set aside first, then a split across six buckets with target versus actual.
Key features (5)
- VAT and the income-tax advance are set aside first, from income actually collected
- A split across six buckets with a card per rule: target, actual and pace
- Map expense categories to rules, with a page per rule listing its expenses
- In-app tips: duplicate expenses, double bank charges, supplier price jumps and VAT due
- An emergency fund aimed at 3 months of essentials, and freedom goals with progress pace
Learn more
Specialized modules
Cellular services
Cellular services alongside your business. Manage lines and SIMs through available connections and agreements.
Key features (3)
- For configured operators: manage rating policies and billing simulations.
- Track billing entries by subscriber and provider in the configured connection.
- Configure self-service portals and service flows for an operator.
Requires domain setup
Learn more
Platform
Notifications
Keep up with what matters. A notification centre brings updates from your business modules together.
Key features (3)
- Bring notifications together and see what is still unread.
- Search notification history and filter by notification type.
- Mark a notification as read or update all of them together.
Platform infrastructure
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Platform
Website and page builder
From an idea to a page. Build business pages and experiences connected to Lynxbe modules.
Key features (4)
- Describe your page in words and create a draft with AI.
- Connect the page to modules selected for your business.
- Review earlier versions and restore a saved draft.
- Publish a page when it is ready and unpublish it when needed.
Learn more
Customers
Customers and contacts
One customer across every conversation. A shared foundation for contacts, enquiries and business activity.
Key features (3)
- Connect the same person’s contact details to one identity.
- Find a contact by their number or address in a communication channel.
- Organize contacts with tags and merge duplicate identities.
Platform infrastructure
Learn more
Customers
Partner program
Build a lasting business relationship. Bring partners, referrals and activity tracking together.
Key features (3)
- Manage partners and follow their onboarding progress.
- Create referral codes and campaigns for each partner.
- Review commission rules and accrued commission entries.
Learn more
Commerce and finance
Lynxbe Pay
Payment is part of the service. Manage payment requests and links, and follow their status.
Key features (3)
- Create a payment request and a link to share with a customer.
- Track transactions, payment status and the history of activity.
- Handle refunds through the connected payment provider.
Learn more
Workforce
Payroll management
From working hours to payroll documents. Organize employee and work data for payroll processing.
Key features (3)
- After payroll setup: calculate a salary run from employee data.
- Review the results and approve the payroll run before locking it.
- Generate a PDF payslip from a saved payroll run.
Learn more
Platform
Roles and permissions
The right access for each person. Define roles and manage access to information and actions.
Key features (3)
- Give each user access that fits their role in your business.
- Adjust a user’s individual permissions when needed.
- Choose which areas of the system each user can access.
Platform infrastructure
Learn more
Commerce and finance
Restaurant point of sale
From the order to the kitchen and counter. Bring daily restaurant operations together.
Key features (4)
- Organize tables and manage orders for your configured restaurant.
- Send items to the kitchen and follow their preparation status.
- Manage the menu, prices and options for each item.
- Send a customer a bill to pay directly from the order.
Learn more
Marketing
Search rank tracking
Know where you stand in search. Follow business keywords and how their ranking changes over time.
Key features (3)
- Choose keywords, language and location to track.
- See how each keyword’s ranking has changed over time.
- Compare your site’s ranking with selected competitor sites.
Learn more
Automation
Ready-made workflows
Start with a workflow already mapped out. Choose a ready-made automation and adapt it to your business.
Key features (3)
- Find automation recipes by category or business type.
- Check which integrations and modules a recipe needs.
- Install a recipe with your settings and remove it when needed.
Learn more
Commerce and finance
Retail point of sale
Keep counter sales connected. Manage items, payments and receipts alongside inventory.
Key features (4)
- Find an item by barcode or by searching its name.
- Record a sale, payment methods and customer details in your configured register.
- Issue a sales document through your configured invoicing connection.
- Open a register shift and close it with a summary report.
Learn more
Workforce
Shift scheduling
Make the next shift clear to everyone. Plan schedules around team availability.
Key features (4)
- Plan shifts by employee, department and work site.
- Collect weekly availability and specific dates from your team.
- Review the plan and publish the shifts to your team.
- Collect employees’ acceptance or decline of a shift.
Learn more
Specialized modules
Sensors and monitoring
Information from your space through the right connection. Zones and sensors require supported hardware and on-site setup.
Key features (4)
- After connecting suitable hardware: register and configure sensors.
- Divide your space into zones and assign sensors to each one.
- Set alert rules for events received from your sensors.
- Review event history and mark handled anomalies.
Requires domain setup
Learn more
Commerce and finance
Services and packages
Make your offer clear. Organize services, prices and packages before customers book.
Key features (3)
- Define a service with a price, currency and clear description.
- Set the service duration and whether it is online or in person.
- Organize services into categories and update their availability.
Learn more
Specialized modules
Sleep clinic management
Organize clinic operations in one place. Coordinate studies and authorization tracking for configured clinics.
Key features (4)
- For configured clinics: view studies on an operational board by date.
- Move a study through its workflow stages and record the change.
- Attach an insurer authorization document to the study record.
- Manage device checkout, return and usage history.
Requires domain setup
Learn more
Communication
SMS messaging
A short message in the right place. Manage business text messages as part of your customer communication.
Key features (3)
- Send SMS from an authorized business number through a configured provider.
- Read incoming text messages in one place.
- Save templates for messages you send regularly.
Learn more
Marketing
Video studio
Bring an idea into motion. Create product and social videos from branded templates.
Key features (4)
- Choose a film template and add your business content and brand.
- Update your film and choose a suitable format.
- Produce a video file through the configured rendering service.
- Create images from the film for a preview.
Learn more
Marketing
Social publishing
Your content in one plan. Prepare posts and schedule publishing to connected social channels.
Key features (4)
- Write a post and save a draft for your selected networks.
- Schedule publishing to connected accounts that support it.
- Edit and approve content before publishing.
- See performance data returned by your connected networks.
Learn more
Communication
Team chat
Keep the team in the loop. Bring internal conversations together and continue work in one place.
Key features (4)
- Open a team channel or a direct conversation with a colleague.
- Reply in a thread and attach files to messages.
- Share a customer record or conversation directly in chat.
- Create a task with an owner and due date from the conversation.
Learn more
Communication
Telegram for business
Another way to stay connected. Connect Telegram and bring business messages together.
Key features (3)
- Connect your business Telegram bot and check its connection status.
- Text messages received by the bot appear in the team inbox.
- Reply to a customer from the conversation as your connected bot.
Learn more
Communication
TikTok messages
A messaging channel in planning. Future availability also depends on TikTok's integration capabilities.
Key features (3)
- In planning: send direct text messages on TikTok.
- In planning: connect a business account, subject to TikTok messaging availability.
- In planning: respect the recipient’s messaging preferences.
Planned
Learn more
Workforce
Time and attendance
Keep working hours organized. Bring clock-ins, clock-outs and attendance reports together.
Key features (3)
- Clock in and out in the app and see your current attendance status.
- Limit clocking to work areas when location checking is enabled.
- Review timecards, hours and attendance exceptions.
Learn more
Communication
Unified inbox
Every conversation. One inbox. Follow enquiries from connected channels and work together as a team.
Key features (5)
- Bring conversations from connected channels into one team inbox.
- Assign a conversation to an agent, or to a team when that option is available.
- Use saved replies and label conversations for follow-up.
- In the advanced inbox, see who is viewing or typing in a conversation.
- In the advanced inbox, resolve a conversation and reopen it when needed.
Learn more
Specialized modules
Vending machine management
Turn machine activity into a clear view. Follow stock and sales on compatible connected vending machines.
Key features (3)
- Connect an authorized Nayax account for your business machines.
- View your machines and search by name or serial number.
- Open sales reports provided by the connected account.
Requires domain setup
Learn more
Communication
Business telephony
Every call is part of a relationship. Business telephony brings calls, teams and customer history together.
Key features (4)
- Set up employee extensions in your connected phone system.
- Build an automated voice menu and a visual call flow.
- Monitor queues and view recordings available to your business.
- When transcription is configured, search call transcripts and summaries.
Learn more
Platform
VS Code development assistant
Development tools alongside the platform. An AI assistant for working with Lynxbe in VS Code.
Key features (3)
- Chat with an AI assistant inside VS Code.
- Select your own code and ask for an explanation and improvement ideas.
- Ask for help generating code for a file you selected.
Learn more
Platform
API and integrations
Keep your systems working together. Connect business tools and receive event updates.
Key features (3)
- For accounts with approved access: configure an API key for your business integration.
- Choose events and send updates to an external integration through webhooks.
- Check webhook deliveries and monitor integration usage.
Learn more
Communication
WhatsApp for business
Keep customer conversations close. Manage WhatsApp messages alongside your team and business information.
Key features (6)
- Send messages from your connected business account and keep them in the conversation.
- Use message templates subject to WhatsApp approval and messaging rules.
- Configure a bot with reply rules and business information.
- Create a QR code that opens a conversation with a prepared message.
- View products from the catalog connected to your account.
- Update the business profile and account photo.
Learn more
Automation
Workflows
Fewer repeated steps. Connect business actions in a workflow you can follow.
Key features (3)
- Choose the event that starts a workflow and the actions that follow.
- Activate or pause a workflow when needed.
- Follow workflow runs and see the result of each step.
Learn more
Workforce
Human resources
The people behind your business. Bring employee information, leave and agreements together.
Key features (4)
- Manage an employee profile with employment and department details.
- Keep documents and notes in the employee record.
- Handle absence requests and leave balances.
- See your team overview, working hours and today’s shifts.
Learn more
Communication
X direct messages
A messaging channel in planning. Intended to connect X direct messages with business communication.
Key features (3)
- In planning: send direct messages from a connected X account.
- In planning: attach media to a message, subject to X support.
- In planning: send messages while respecting the recipient’s preferences.
Planned
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