Everything you need to win the deal
From the first touch to the signed contract — LinusConnect covers the entire revenue workflow in one connected platform.
Lead management
A single, organized home for every lead — capture, qualify, and track each one from first touch to handoff, backed by clean reference data so your records stay consistent.
Capture, qualify & track
Work every lead through clear statuses, with website-analysis fields and notes on each record.
Rich reference data
~250 countries and 34,000+ cities from GeoNames, a 2-level category tree, and dependent country → city selectors.
Bulk actions
Select many leads at once to change status, add tags, assign, message, export, or enroll in a sequence.
Tags, saved views & search
Colored tags and labels, per-user saved filter views, and global search across name, phone, and email.
Import & export
Get your data in and out without friction. A guided importer and a generic engine cover every record type, and any filtered list is one click from a spreadsheet.
Guided lead importer
Upload, auto-map columns, preview as a dry run, then import — with duplicate detection and handling built in.
Generic import engine
The same flow imports 12 record types — companies, contacts, deals, tasks, tags, categories, sources, lost reasons, quotas, users, and email & WhatsApp templates.
Sample files
Download a ready-made template for every importable record type so your columns line up the first time.
One-click export
Export the currently-filtered view to Excel or CSV — exactly the records you're looking at.
Sales pipeline & deals
See your whole book of business at a glance and forecast with confidence — visual boards, per-stage probability, and quota tracking keep the team focused on what closes.
Drag-and-drop Kanban
Move deals between stages with a single drag — the board and forecast update instantly.
Multiple pipelines
Run a separate pipeline per team or product line, each with its own stages and a quick switcher.
Probability & forecast
Give each stage a win-probability and get a weighted forecast of expected revenue across the pipeline.
Quotas & leaderboard
Set monthly targets per rep and track attainment percentage on a live leaderboard.
CRM object graph
When a lead is qualified, promote it into a proper relationship. Companies, contacts, and deals are first-class records — connected, not copied.
Companies
Track each business with industry, size, location, owner, and full activity history.
Contacts
Manage every person at an account, flag the primary contact, and link people to deals.
Deals & many-per-company
Opportunities with value, currency, and close date — with many deals and contacts per company.
One-click convert
Turn a qualified lead into a company, primary contact, and open deal — all linked together — in a single click.
Omnichannel messaging
Reach buyers on the channels they actually answer — WhatsApp and email — without leaving the record, and stay compliant automatically.
Two-way WhatsApp
Meta Cloud API messaging with approved templates, media, voice notes, delivery and read receipts, and inbound capture.
Email campaigns & per-lead
Send bulk or per-lead email with reusable, variable-driven templates and open tracking.
Reusable templates
Build approved WhatsApp and email templates with variables for business name, city, and agent.
Opt-out built in
STOP keywords, signed unsubscribe links, and do-not-contact handling suppress outreach automatically.
Automation
Put the busywork on autopilot. Score and route new leads, fire rules off any trigger, and run multi-step follow-ups that know when to stop.
Visual workflow engine
Trigger → conditions → actions rules: create a task, assign, tag, send an email or WhatsApp, enroll in a sequence, or notify.
Auto-assignment
Route leads by city, category, or source with ordered rules, plus optional round-robin balancing.
Lead scoring
Automatic 0–100 scoring with hot / warm / cold temperature based on signals and engagement.
Drip sequences
Multi-step email, WhatsApp, and task campaigns that auto-stop the moment a lead replies or opts out.
AI assist (powered by Claude)
A research analyst and copywriter on every record. AI works from the lead's real history and runs only when you ask it to.
Lead summaries
One click gives you a briefing — summary, signals, and a next-best-action — drawn from the lead's full history.
Drafted replies
Generate on-brand WhatsApp and email drafts from context, right inside the composer, ready to tweak and send.
Next-best-action
Suggestions on the smartest next move to keep each deal progressing.
On your terms
AI runs only when triggered, using your own Anthropic key, and the product degrades gracefully if it's not set.
Productivity
Keep every rep on top of their day. Tasks, reminders, a unified history, and call scheduling mean nothing slips through the cracks.
Tasks & to-dos
Calls, emails, WhatsApp, and follow-ups with due dates and a "my open tasks" dashboard widget.
Unified timeline
Messages, calls, notes, tasks, and status changes merged into one reverse-chronological feed per record.
Call scheduling
Schedule calls with reminders, mark outcomes, and export any call as a standard .ics calendar event.
Reminders
In-app and email reminders for due calls and tasks so the right follow-up happens on time.
Lead generation (built-in scrapers)
Never run out of pipeline. Built-in tools generate fresh, enriched leads from public sources — all free, with no paid Google API required.
Business scraper
Pull companies by city and category from OpenStreetMap — completely free, no Google billing.
Google Maps scraper
Build a Maps search and harvest matching businesses straight into your lead list.
Web discovery
Search the web for any query and turn the results into qualified leads automatically.
Website enrichment
An automatic crawler extracts email, phone, WhatsApp, social links, and tech signals from a company site.
Email finder & verifier
Generate likely addresses from name patterns, then verify with MX and SMTP checks — free, no third-party credits.
Reporting & analytics
Always know what's working. Honest metrics, a weighted forecast, and a build-your-own report tool turn activity into decisions.
Funnel & win rate
Conversion funnel by status, win rate, won value, and average first-response time across your team.
Agent & source insight
Per-agent performance and per-source ROI show who and what is actually driving revenue.
Forecast & leaderboard
A weighted sales forecast and an agent leaderboard comparing won value against quota attainment.
Custom report builder
Group leads or deals by any dimension, measured by count or value, over a date range — with CSV export.
Customization
Shape the product around how you actually work — add fields, define your own lists, and brand the touchpoints your customers see.
Custom fields
Add text, number, date, dropdown, yes/no, and long-text fields to leads, companies, contacts, and deals — usable as list filters. No code, no migration.
Your own lists
CRUD-managed categories, tags, lead sources, and lost reasons so the data matches your business.
Company branding
Add your logo, signature, and contact footer so emails and quotes look like they came from you.
Settings & working countries
A central settings area, plus configurable working countries that scope the country and city pickers everywhere.
Security & teams
Enterprise-grade access control comes standard. Decide exactly who sees what, and lock down accounts without bolting on extra tools.
Roles & permissions
Granular admin, manager, and agent roles control exactly who can see and do what.
Per-agent scoping
Reps see only their own leads; managers see their team — via a configurable manager hierarchy.
Two-factor & password policy
Built-in TOTP 2FA and an enforced password policy protect every account.
User management
Admins manage users, roles, and managers from a dedicated console.
Compliance & data governance
Stay on the right side of consent and privacy law. Opt-out handling, GDPR tooling, and safe merges keep your database clean and compliant.
Do-not-contact & opt-out
Suppress a lead from all outreach with consent timestamps recording how and when they opted out.
Unsubscribe & STOP
Signed email-unsubscribe links and WhatsApp STOP handling flag opt-outs automatically.
GDPR export & erasure
Stream a subject-access export of a lead's data, or permanently erase the lead and all personal data.
Duplicate detection & merge
Find likely duplicates by phone, email, or name + city and merge them safely, re-parenting every related record.
Integrations & extensibility
Connect LinusConnect to the rest of your stack, capture leads from anywhere, and keep deal-related documents and quotes where they belong.
Outbound webhooks
Zapier-style, HMAC-signed events on lead created, won, and replied — fire to any endpoint you choose.
REST API & capture form
A token-authenticated REST API and an embeddable web-to-lead form bring leads in from anywhere.
Document attachments
Upload contracts, proposals, and files directly onto any lead record.
Printable quotes
Build lightweight line-item quotes with a computed total and a clean, printable view.
See it in action
Every feature above is included from day one. Start a free trial and explore the whole platform.