Every lead gets a follow-up
Contacts, reminders, quotes, and communication in one place, so sales and service do not depend on scattered spreadsheets.
A bilingual CRM that connects customer and lead management with WhatsApp, invoicing, automation, PBX, and reporting - adapting to your team, process, and business size.
CRM is included in every Lynxbe plan, including a free plan for a business that is just starting. The fit for your size and modules is set in a demo.
Like Priority · Powerlink · Fireberry - but pre-loaded with 35 modules that ARE your business. Every module below is a category dominated by a billion-dollar incumbent. We built and integrated all 35.
Everything you need to manage and grow customer relationships
Manage contacts with custom fields, tags, and segments. Import from CSV, sync from other systems, or capture from WhatsApp and forms; capacity depends on the selected plan.
Complete history of all interactions: messages, calls, emails, bookings, invoices, and notes. Everything in one timeline.
Create segments based on behavior, purchase history, engagement, or custom attributes. Auto-update segments in real-time.
Track customer activity across all channels. Know when they open emails, click links, view pages, or engage with messages.
Set follow-up tasks, reminders, and assign to team members. Never miss an important customer touchpoint.
Send campaigns, assign tags, export data, or update fields for multiple contacts at once. Powerful batch operations.
Complete API for managing contacts, deals, pipelines and custom fields. Sync customer data with external systems and trigger automations.
Your customer data is always at your fingertips
View customer profiles, track deals, and update contacts from any device. Native apps for iPhone, Android, Mac, and Windows keep your team connected.
Experience a powerful interface designed for productivity on any screen
Manage contacts, deals and pipelines programmatically. Sync customer data with any external system via REST API.
POST /api/v1/crm/contacts
Content-Type: application/json
{
"name": "David Cohen",
"phone": "972501234567",
"email": "david@company.com",
"pipeline": "sales",
"stage": "qualified"
}
Modern REST API with full JSON support. Comprehensive documentation and code examples for every endpoint.
Real-time event notifications via webhooks. Configure custom endpoints for every event type.
OAuth 2.0, API keys and rate limiting. All requests encrypted with HTTPS.
Ready-to-use SDKs for Python, Node.js, PHP and Java. Start developing in minutes with code examples.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
Everything you need in one place. No juggling between 10 different tools.
Customer data, bookings, payments, and communications sync automatically.

Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
See your entire business performance in one dashboard with cross-module insights.
Click any connection to see how two modules combine to create powerful automations
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Zero manual work. Every step automated.
See how 3 and 4 modules create complete business workflows
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
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
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
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
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
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
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
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
Lynxbe starts with a simple customer-management workflow and adds teams, permissions, automation, and integrations when needed, so the business can grow without replacing its CRM software.
Contacts, reminders, quotes, and communication in one place, so sales and service do not depend on scattered spreadsheets.
A sales pipeline, tasks, a shared WhatsApp inbox, and automation prevent duplicate work and missed customers.
Custom pipelines, permissions, segments, reports, and connections to existing systems for sales, service, finance, and operations.
Permissions and audit trails, API and webhooks, cross-department workflows, and an architecture that adapts to your organization.
Every interaction updates the customer record and can trigger the next action, without manual copying between systems.
Conversations, templates, agent assignment, and a customer timeline connecting every inquiry, lead, and deal.
Explore WhatsApp for businessConnect the deal, quote, invoice, and payment follow-up to one customer record and one continuous sales process.
Explore invoicingTrigger tasks, messages, status changes, and team handoffs from real events in the customer journey.
Explore automation flowsCalls, recordings, and notes appear with the customer history so agents continue every conversation with the right context.
Explore cloud PBXPrice is only part of the decision. Compare total cost, migration from your current system, and the ability to prove the workflow in a demo.
CRM is included in Lynxbe plans. Compare users, usage volume, modules, and support - not only the entry price.
View platform pricing →A sound migration includes field mapping, duplicate cleanup, a trial import, permission testing, and cutover only after validation.
Plan a migration with our team →In the demo, we build a real scenario: a lead arrives, a WhatsApp conversation is saved, a task triggers, and the deal continues to invoicing or payment.
Book a workflow-based demo →Popular CRMs in Israel such as HubSpot, monday CRM, Salesforce, Zoho and Pipedrive manage customers well, but WhatsApp, invoicing and telephony usually stay separate systems. In Lynxbe they are part of the same system at the same price.
| Capability | Lynxbe CRM | Generic CRM | Several separate systems |
|---|---|---|---|
| Hebrew and RTL | Built in | Depends on the vendor | Depends on every tool |
| WhatsApp, PBX, and email | Modules connected to the customer record | Usually requires an external integration | Information split across tools |
| Invoicing, payments, and automation | Available on the same platform | Depends on integrations | Separate subscriptions and maintenance |
| Scaling | From self-employed to enterprise | Depends on the vendor plan | Complexity grows with every tool |
| What the subscription includes | CRM, WhatsApp, invoicing, telephony and automation in one plan per business | CRM only; every extra capability is a separate subscription or add-on | Several separate subscriptions, each with a different vendor |
Read the full guide to comparing CRM systems in Israel →
We do not present anonymous success metrics as fact. Ask to see the workflow relevant to your business in a demo, review the complete implementation story, and receive a written scope before implementation.
Everything you need to know about this module
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