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. Live at crm.tinkari.com.

Because CRM is part of the Tinkari platform, customer records flow 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, with address, phone, email, tags, and notes in one place.
• Kanban Pipelines — build fully custom job or sales pipelines with drag-and-drop stages, or start from a gallery of ready-made templates such as Electronics Repair and Garden Maintenance.
• Automatic Stage Tasks — activities created automatically when a job moves into a new stage, so nothing falls through the cracks.
• Recurring Jobs — templates for jobs that repeat daily, weekly, fortnightly, monthly, quarterly, annually, or on a custom schedule, with due and overdue items surfaced automatically each morning.
• Activities & Notes — log calls, site visits, emails, and notes against any job or customer.
• Diary — calendar, week, and agenda views combining jobs, activities, and recurring items, with multi-user filtering for owners and admins.
• Team Visibility — control which members can see each other's jobs and activities, and whether unassigned jobs are visible to everyone.
• Dashboard — open jobs, pipeline value, overdue jobs, and recurring job statistics at a glance.
• Customer Portal — any job on an opted-in pipeline gets a shareable link a customer can open in any browser, no login required, showing a live progress strip through the pipeline stages and a curated timeline of updates.
• Platform Integration — the same customer and job records power Tinkari Inventory's sales orders and Tinkari Bench's repair logs.