Lynxbe for business consultants - from proposal to invoice
Build a CRM board for every client and engagement, send a quote or service contract for digital signature, schedule a meeting without a back-and-forth, send a checklist to track the client's tasks, and issue an invoice - all in one business that holds every client as a record, not as separate accounts.
What Lynxbe gives a business consultant
A business consultant manages their clients inside one Lynxbe business: every client or engagement is a card on a CRM board, the quote or service contract is sent for digital signature from the platform, a meeting is scheduled without a message chain, and milestone tasks go to the client as a checklist with tracking and approval. At the end, an invoice is issued from the same system. This is a one-business model that holds every client as a record - not a login that manages several separate client Lynxbe accounts.
What the platform actually does for a consultant
A CRM board for every client and engagement
A real board with columns you define, a stage per client, an owner, your own fields, and automations or integrations that run on a stage change - for example an engagement moving to 'contract signed' can trigger a reminder or an update.
Quotes and service contracts with digital signature
Build a contract or quote template (a proposal is the same signing document with category 'proposal'), send it for signature, get an automatic reminder for whoever has not signed, and share the document by link. A public API also creates contracts and proposals from an external system and returns their signing link - the API itself does not dispatch the message.
Meeting scheduling without a back-and-forth
Propose several times, every participant marks availability on a personal link with no login, and the platform locks the time that works for everyone automatically.
A checklist to track the client's tasks
Build a template with steps - file, checkbox, form, external link, contract, document review or task - send it over WhatsApp or email with a personal link, and track who completed it, with an automatic reminder for whoever has not and approval or rejection per step.
Invoices for consulting clients
Issue an invoice directly from the platform, including from a closed booking or order, with the accompanying tax documents and accounting reports, and mark it paid once payment is received.
A partner track for business consultants
Lynxbe runs a partner program where 'consultant' is a defined partner kind: refer businesses and earn recurring monthly commission on the referral. Joining requires Lynxbe's approval and is not part of a regular subscription plan.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Business consultant FAQ
Can I manage every consulting client from one Lynxbe login
How do I build a quote for a client and send it for signature
How do I schedule a meeting with a client without a back-and-forth
Can I send a client a task list and track that they finished it
Which plans include CRM, contracts and meeting scheduling
Can a business consultant earn from referring clients to Lynxbe
We will show you how a client becomes a CRM card, gets a quote to sign, a meeting on the calendar and a checklist to follow - with an invoice at the end.
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