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CRM

LinkedIn CRM for leads, context, and next steps

Manage LinkedIn leads in product pipelines. Keep conversations, team notes, and deal ownership together so you know what happens next.

Get started — free inboxSee the lead workflow

CRM is available on Team plan. Inbox is free forever.

What it solves

One pipeline. One context. No tab-switching.

"I open the inbox — a wall of names. Someone said something important six months ago. I don't remember what."

Read the connected conversation history, team comments, and saved meeting transcripts in the deal before deciding what to do next.

"Contacts from a conference disappear into a spreadsheet. Nobody follows up."

Find or create the contact, choose a product pipeline, and assign a deal owner. Save where you met and the agreed next action in a team comment.

"Pipeline in Pipedrive, conversations in LinkedIn, emails in Gmail. Three sources of truth."

Import from Pipedrive and review connected messages alongside deal details and notes. Email campaign enrollment is available through the private beta.

"Every new vertical starts from scratch. The old one runs on my attention alone."

One pipeline per product. Each pipeline is one hypothesis — kill the one that doesn't reply. Linxa suggests the deal when a thread heats up.

Pipeline per product

One pipeline per product is one pipeline per hypothesis.

Compare opportunities in the pipeline for each product. When Linxa suggests a deal, review the reason and choose the owner and stage before confirming it.

  • Create as many pipelines as products or hypotheses
  • Stage reflects confirmed progress; admins can configure stages
  • Linxa suggests deals when conversations heat up
  • Assign an owner and record the next action in Comments

Illustrative product pipeline

Example deals
Lead8
Mark R.
LinkedIn thread · 3 messages
Sarah K.
LinkedIn thread · 3 messages
Linxa suggests
Jordan M. replied "yes, tell me more"
Qualified3
Anna Chen
LinkedIn thread · 3 messages
David L.
LinkedIn thread · 3 messages
Meeting1
Priya S.
LinkedIn thread · 3 messages
Full feature set

Everything the deal needs — already there.

Pipeline per product

Create one CRM pipeline for each product or hypothesis. Review deals by stage in the relevant product pipeline. Authorized workspace admins can configure stages.

"Linxa suggests" ghost cards

Review suggested deals, check the reason, and confirm the owner and stage before taking the opportunity into work.

Contact from a paste

Paste a LinkedIn profile URL → contact created with enriched data. Pipedrive import also lets you map imported opportunities to product pipelines.

Meeting transcripts + next steps

Save a meeting transcript and generate a summary of needs, commitments, and proposed next actions. Keep agreed actions and timing in a team comment.

Email campaign enrollment (private beta)

With access to the private beta, select eligible deal contacts for an email campaign. Enrollment is separate from sending; ask support about availability.

Agent + MCP control

"Move Anna to Meeting booked and draft a prep note." Linxa Agent and MCP tools can read and write to the CRM.

LinkedIn lead management: from a reply to a clear next step

Keep the person, product, conversation, and responsible teammate connected. Use this routine when a LinkedIn conversation becomes a sales opportunity.

  1. Choose the product pipeline

    Keep each opportunity in the pipeline for the product or service being discussed. Search for the existing contact and deal before creating another record.

  2. Confirm the owner and stage

    Assign the teammate responsible for the opportunity. Choose the stage that reflects what the prospect has actually agreed to, rather than treating any reply as a qualified deal.

  3. Save the conversation context

    Read the connected Conversation history and add a team note in Comments: the need, objection, agreed timing, and source of the information. Check Timeline when you need to understand earlier changes.

  4. Record one concrete next action

    Write the action, responsible person, and agreed date in a comment. On your next pipeline review, check the latest messages and update the note or stage after the action is completed.

Open Deals in Linxa → · Check Team plan access

Three practical LinkedIn CRM scenarios

Illustrative workflows for a new opportunity, a discovery call, and a team handoff. Adapt the example actions and dates to your actual agreement.

An interested LinkedIn reply becomes a tracked opportunity

A prospect asks whether your service can help their team. You want the opportunity to survive a busy inbox.

  1. Find the contact in Deals and choose the relevant product pipeline. Create the deal or review a Linxa suggestion if one is available; confirm its owner and stage.

  2. Open Conversation to read the connected messages. In Comments, record the problem in the prospect’s own words and what you still need to learn.

  3. Add a concrete next action, for example: “Maya — answer the integration question by Thursday; confirm whether a discovery call is useful.” Return to your own connected inbox to prepare the reply.

What stays with the deal: A product-specific opportunity with an owner, source conversation, and a written next step.

A discovery call leaves useful context for the next conversation

A call adds requirements, objections, and commitments that are missing from the LinkedIn thread.

  1. In the deal’s Comments tab, choose Meeting transcription. Select the source, add an optional meeting link, and paste the transcript.

  2. Use Generate and add summary, then compare the needs, commitments, and proposed next actions with the source. View transcription keeps the original available; Regenerate summary can produce another summary.

  3. Add a separate comment with the agreed action, owner, and timing. Choose Include in Linxa AI context only for notes you want used as AI context. Update the stage when the conversation supports it.

What stays with the deal: The summary and original transcript stay with the deal, alongside the next action your team has agreed to take.

A teammate takes over without asking the prospect to repeat everything

A founder hands an opportunity to a sales colleague after an initial exchange.

  1. Review Details, Comments, Timeline, and Conversation together. Check the contact, company, product, open questions, and promises already made.

  2. Change Owner to the responsible teammate. Add a handoff comment stating what was agreed, what remains uncertain, and who should act next and when.

  3. Before another message, check the connected conversation and sending account. Shared CRM history does not let you send from a colleague’s account; use your own available conversation or coordinate with its owner.

What stays with the deal: The new owner can work from the existing context and a clear action, while account boundaries remain visible.

Review the pipeline with the next action in view

At each pipeline review, open the deals you are responsible for and check these five things before preparing another message.

Owner
Is one teammate responsible for the next action? Update Owner in Details when responsibility changes.
Stage
Does the stage reflect the latest confirmed progress? An unanswered message is not a booked meeting.
Next action
Does the latest comment say what happens next, who does it, and on what date? Replace vague notes such as “follow up soon.”
Timing
Distinguish the action date written in a comment from Expected close date, which describes when you expect the deal to close.
Context
Read new messages, objections, and meeting commitments before preparing a follow-up. Respect a request to wait or stop contact.
Illustrative team comment
Need: compare our workflow with the current agency. Open question: which integration is required? Next action: Maya to send the confirmed integration details by Thursday, then ask whether a discovery call is useful. Source: latest LinkedIn reply.

A useful note makes the next action explicit. Record it in Comments; the date in this example is written context, not a newly scheduled task or reminder.

Work on replies and inbox follow-up · See the meeting transcription workflow · Use CRM context with Claude through MCP

Product updates

The latest in CRM.

Keep CRM context beside the conversation

Open a contact side panel from Smart Inbox in a CRM-enabled workspace. See the available email, ICP context and matching deals, with links to Contacts and Deals. Keep the buyer’s context close while reviewing the LinkedIn conversation.

Read update →
All product updates →
FAQ

LinkedIn CRM and lead management FAQs

What is a LinkedIn CRM?

A LinkedIn CRM connects lead and deal records with the context of LinkedIn conversations. Linxa brings product pipelines, deal owners, stages, comments, connected conversation history, and meeting transcripts together so a team can understand an opportunity before acting.

How does LinkedIn lead management work in Linxa?

Choose the product pipeline, find or create the contact and deal, confirm an owner and stage, and save the relevant context. Record the next action, responsible person, and agreed date in a team comment, then review and update the opportunity as the conversation progresses.

Can Linxa suggest a deal from a LinkedIn conversation?

Linxa can surface suggested deals for review. Check the contact, product, reason, owner, and stage before confirming a suggestion. You can also create a deal manually; a suggestion is not a confirmed opportunity until you accept it.

Where do I keep conversation context and meeting notes?

Use Conversation for connected message history, Comments for team notes and meeting transcripts, and Timeline for activity history. A meeting summary can retain the original transcript and an optional source link so you can check what was actually said.

How do I keep control of the next step for a LinkedIn lead?

Assign the deal owner and write an action, responsible person, and agreed date in Comments. Review that note with the latest conversation during pipeline reviews. Expected close date is a separate deal field; it should not be confused with a follow-up deadline or an automatic reminder.

Can my team use shared CRM history to send from my LinkedIn account?

Shared CRM history provides context. It does not allow a colleague to send from your account in the deal drawer. The available Open my conversation or Write from my account action uses your own connected conversation. Coordinate with the account owner when no conversation is available through your account.

Can I choose which CRM notes inform Linxa AI?

Yes. The Include in Linxa AI context control lets you choose whether a comment or meeting summary is included in AI context. Team-only notes remain excluded from that context. Review generated summaries and drafts against their sources.

Is LinkedIn CRM included in the free Smart Inbox plan?

CRM is available on the Team plan. The free Smart Inbox is a separate starting point for LinkedIn conversations. Check the current pricing page and your workspace access before using CRM capabilities.

The pipeline that already knows the conversation.

CRM is included in Team plan. Start free with the Smart Inbox.

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