File management for business - folders, search and preview
Every file the business uploads - a contract, a receipt, a photo or a document created in the platform - goes into a folder, can be searched by name or by what is written inside it, and opens inside the app without being downloaded to a computer.
What a file management system does
A file management system is where a business uploads, stores and finds documents - contracts, receipts, photos, spreadsheets and any other file. In Lynxbe, files are organized in folders, and can be searched across the whole archive - by name or by what is written inside them, including text extracted from a scanned image. Most common types open directly inside the app - PDF, image, video, Excel and Word - with nothing downloaded to a computer. Every business sees only its own files, and every file is stored in the cloud under a storage quota set by plan.
What the file system actually does
Upload into real folders
Upload a file into a folder you choose, and the bytes go straight into secure cloud storage. The platform checks the business's storage quota before the upload starts, so no file lands over the limit.
Search the whole archive - by name and by content
One search scans every folder the business has, regardless of which folder is currently open. It also checks what is written inside a file - including text extracted from a scanned image - so a document is found even when its name does not help.
Preview for nine file types, no download
PDF, image, video, audio, text, Word document, Excel sheet, ZIP file and SVG open directly inside the app. A Word or Excel file is shown as structure the platform reads from it, not as a file rendered by the browser, and a ZIP file shows the list of files inside it without extracting them.
Files attached to a customer's CRM card
Every CRM card has its own files area - everything uploaded to it, from a cell or a conversation, shows in one list that can take another file at any time. This is the card's own area, separate from the business's general folders.
Save a generated document straight to a folder
A document built in the document editor can be saved with one click as a file in the business's files folder, without downloading and re-uploading it in duplicate work.
A storage quota checked before upload starts
Every business has a storage quota, and the platform checks it before issuing an upload address - so no half-uploaded file ever lands over the limit. How much storage is used and how many files exist is shown on the files page.
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
Files FAQ
How do I upload a file
How do I find a file when I don't remember which folder it's in
Can I open a file without downloading it to my computer
How do files connect to a customer in the CRM
Is there a storage limit for files
Can I send a link to a file to someone who doesn't use the platform
We will show you how an upload becomes a searchable, previewable file your whole team can find in seconds.
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