Checklists for business - send, track and approve in one place
Build a checklist template with steps and due dates, send it over WhatsApp or email to a customer, supplier or any other contact, and track in real time who answered, what was approved and what was rejected - with automatic reminders for whoever has not finished.
What a checklist system does
A checklist system is where you define a template with a list of steps, send it to whoever needs to fill it in - a customer, a supplier or any other contact - and track progress until everything is approved. In Lynxbe every recipient gets a personal link over WhatsApp or email, fills in the checklist without installing an app, and each step can carry its own due date. Whoever has not answered gets an automatic reminder, and everything submitted is approved or rejected with a reason - no manual spreadsheet.
What the checklist system actually does
A template with steps and a due date per step
Build a template with steps of different kinds - file upload, checkbox, form, external link, contract, document review or internal task - and each step can carry how many days after sending it is due, not one deadline for the whole checklist.
Recurring checklists that run on their own
Set a recurrence rule - every week, every month or on days you choose - and the platform sends the next checklist on time, without anyone remembering to open a new campaign each time.
WhatsApp or email with a personal link
Every recipient gets a WhatsApp message from an approved template or an email with a personal link straight to their checklist, with no login and no app to install.
Approve or reject every step, with a reason
Every submitted step is approved or rejected on its own, and one step can be approved or rejected across every recipient of a campaign at once. A recipient who is rejected gets an automatic message explaining what needs fixing.
Automatic reminders for whoever hasn't finished
The platform tracks who has not answered or not completed the required steps, and sends a reminder on the schedule you set - and reminders can be paused for one recipient without cancelling the whole campaign.
A PDF per recipient and a CSV for the whole campaign
Export a PDF of one recipient's complete checklist - what they answered, when, and who approved it - and a CSV with one row per step per recipient across a campaign, ready for Excel.
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
Checklists FAQ
What is a recurring checklist
How does a recipient fill in the checklist
How does approving or rejecting items work
What kinds of steps can a checklist template have
Can I export a report or file from a checklist
Which plan includes the checklists module
We will show you how a template becomes a checklist your customers get on WhatsApp, with tracking, approval and reminders that run on their own.
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