Juggling customer relationships and project tasks across multiple platforms can slow your team down, create data silos, and lead to missed opportunities. By bringing CRM and project management together in one intuitive workspace, you eliminate redundant processes, improve collaboration, and accelerate growth. Linqbase, the All-in-One CRM and Marketing tool, empowers small and medium-sized businesses to manage leads, automate workflows, and track projects—all from a single dashboard.

The Benefits of Unifying CRM and Project Management

• End-to-End Visibility: See every lead, deal stage, task, and deadline in one place—no more switching between apps.
  

• Automated Workflows: Automatically create follow‑up tasks when a new lead is added, update deal statuses based on task completion, and send auto missed call text‑backs so no customer slips through the cracks.
  

• Centralized Data: Store contact details, communication history, project files, and custom fields in a unified database for clean, accurate information across your team.
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• Improved Collaboration: Assign tasks tied to specific clients, comment in real time on documents and tasks, and use visual tools like Kanban boards and mind maps to keep everyone aligned.

Why Linqbase? The All-in-One CRM and Marketing Tool

Linqbase is built to streamline your operations and drive results—without the complexity of multiple subscriptions or hidden fees.

Pricing & Support

• $120/month for unlimited users and leads

• 24/7 support plus on‑demand learning tools

Core Inclusions

• Unlimited Team Members: Scale without extra cost.

• Unlimited Leads/Contacts: Grow your audience without limits.

Key Linqbase Features That Bridge CRM and Project Management

1. Lead Management & Customizable Pipelines

• Create stages that match your sales process—from “New Inquiry” to “Closed Won.”

• Visualize pipelines with List, Kanban, or Table views for quick overviews.

2. Automation & Workflows

• 100+ prebuilt automations: auto‑tag new leads, assign follow‑up tasks, update statuses.

• Auto Missed Call Text Back: Linqbase follows up when you can’t.

3. Unified Inbox & Real‑Time Chat

• Consolidate Meta Messenger, Instagram, email, SMS, website chat, Google Messaging, and more into one inbox.

• Livechat and mobile app ensure you never miss a customer message.

4. Review Management

• Automate review campaigns and respond to Google Reviews in one place.
  Share positive feedback directly to your social channels.

5. Email Marketing & Funnels

• Drag‑and‑drop builder for email campaigns—send up to 1,000 emails free every month.

• Build landing pages, courses, and webinars, all linked to your CRM.

6. Webchat & Conversion Tools

• On‑site chat widget to capture more leads.

• Analytics to track chat performance and optimize engagement.

7. Analytics & Reporting

• Custom dashboards to monitor pipeline velocity, conversion rates, and ROI.

• Real‑time insights to adjust strategy on the fly.

8. Integration Capabilities

• Connect with Apollo, Google Analytics, Meta, and hundreds more via API or native integrations.

Best Practices for a Smooth Integration

1. Involve Your Team Early: Gather input from sales, marketing, and operations to tailor Linqbase to real‑world workflows.
   

2. Clean Your Data: Remove duplicates and outdated entries before migrating to ensure accuracy from day one.
   

3. Define Phases & KPIs: Map out project milestones, set clear timelines, and track metrics like task completion rates and customer satisfaction.
   

4. Train & Onboard Thoroughly: Use Linqbase’s 24/7 support and learning tools to get every team member up to speed.
   

5. Monitor & Iterate: Leverage dashboards and automation reports to identify bottlenecks and continuously refine your processes.

Real-World Impact

Linqbase isn’t a one‑size‑fits‑all tool—it’s a flexible platform that shapes itself around your unique workflows. No matter your industry—IT support, consulting, finance, legal, real estate, health and wellness, or beyond—Linqbase adapts to your processes. Spend less time on admin, unify your data and teams, and focus on what really matters: delivering exceptional experiences and growing your business.

Ready to Simplify Your Workflow?

Start your free 14‑day trial of Linqbase today and see how an integrated CRM and project management platform can transform your business.