Tinkari CRM

Tinkari CRM is a full-featured customer relationship and job management system built for small hands-on service businesses — repair workshops, tradespeople, and anyone who works directly with customers on a job-by-job basis. Available to Pro and Enterprise subscribers at crm.tinkari.com.

Because CRM is part of the Tinkari platform, customer data flows seamlessly into Inventory and Bench without duplication — one record, everywhere it's needed.

What's included

• Contacts & Companies — Manage individual customers and link them to their business. Store address, phone, email, and notes in one place.
• Kanban Pipelines — Build fully custom job or sales pipelines with drag-and-drop stages. Choose from a gallery of ready-made templates — Electronics Repair, Garden Maintenance, and more — or build your own from scratch.
• Automatic Stage Tasks — Define activities that are created automatically when a job moves into a new stage, so nothing falls through the cracks.
• Recurring Jobs — Set up templates for jobs that repeat on a daily, weekly, fortnightly, monthly, quarterly, or annual schedule. Due and overdue recurring jobs surface automatically each morning.
• Activities & Notes — Log calls, site visits, emails, and notes against any job or customer, with per-stage grouping and inline due date editing.
• Diary & Calendar — View all jobs, activities, and recurring items in a calendar, week, or agenda view. Owners and admins can filter the diary by team member.
• Customer Portal — Every job gets a shareable link your customer can open in any browser — no login required. The portal shows a live progress strip through the pipeline stages and a timeline of updates you've chosen to share. You control exactly what's visible at every stage.
• Team Management — Invite team members with owner, admin, or member roles. Control which members can see each other's jobs and activities, and whether unassigned jobs are visible to all.
• Platform Integration — Customer records are shared across Inventory and Bench. Update once, reflected everywhere.