As soon as Lynkos CRM starts, users are greeted with the main dashboard. It can be set to either show the overall picture at a company level or offer a customized view for individual users, according to their preferences, to get the critical information they need from the start.
Each coloured tab of the dashboard relates to one of the four main sections, showing a summary of the most relevant data. The grey tab is for contacts, denoting the number of them assigned to the user and how many of them have sales opportunities. The orange one is for opportunities, showing how many new ones there are and how much money can they potentially bring in. The blue tab shows the cases that need attention and how many of them are high priority. Finally, the green tab shows the most important tasks due for today or overdue.
One of the main benefits of Lynkos CRM is that you can easily import any contacts that you already have gathered in other sources, such as Google Contacts, LinkedIn, Highrise or in generic spreadsheets. During the import process you can tag the contacts so you can easily filter them later.
Apart from tags filtering, you can also filter the contacts based on who they are assigned to. This way, users can simply list the contacts relevant to them. Team managers can also use this feature to assign tasks to employees according to the contacts assigned to them or send a quick email message to multiple contacts.
In the Contacts section, contacts can be managed on a case by case basis, with a level of detail that most businesses will find very useful. From here users can get an overview of the activity related to each contact, read or add tasks, manage payments, store complaints/feedback, and open new contact opportunities.
Once you import your contacts or create them individually, Lynkos pulls additional contact details for your contacts from more than 50 social networks, including LinkedIn, Facebook, Twitter, and many more. Profile pictures, addresses, social profiles and any public detail about your contacts is added to your contact list profiles automatically.
One way for managers and employees to optimize the workflow is to set up frequently performed tasks via the Lynkos CRM’s Tracks system. A track can be a single task or a set of tasks, which can be automatically applied to any new contact, opportunity, deal, or case. For example, if every time you add a new contact you usually send out a personalized welcome email, it can automatically be added as an assigned task to the responsible of that customer.
There are also a number of features that help to improve the whole team’s workflow, such as a file pool where team members can upload documents to be shared. Files can be added at almost any level. Imagine there is a set of terms and conditions for a certain deal relevant to only a particular contact; you can upload the document into the contact entry, so that any team member that has to deal with it is able to access it.
Most popular features of all Customer Management apps
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
1 reviewers had the following to say about Lynkos's features: