CRM
Job and customer management built for hands-on service businesses.
LiveTinkari CRM gives you a complete picture of every customer and every job. Manage contacts and companies, move jobs through fully customisable Kanban pipelines, log every activity, and share live progress updates with your customers — all in one place. Because CRM is part of the Tinkari platform, your customer data flows seamlessly into Inventory and Bench without duplication.
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Contacts & Companies Store individuals and link them to their business — with full address, phone, email, and notes.
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Kanban Pipelines Build fully custom job or sales pipelines with drag-and-drop stages. Choose from a gallery of ready-made templates or build your own from scratch.
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Automatic Stage Tasks Define activities that are created automatically when a job moves into a new stage — nothing falls through the cracks.
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Recurring Jobs Set up templates for jobs that repeat on a daily, weekly, monthly, or custom schedule. Due jobs surface automatically each morning.
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Diary & Calendar View all jobs, activities, and recurring items in a calendar, week, or agenda view. Owners and admins can filter by team member.
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Customer Portal Every job gets a shareable link your customer can open in any browser — no login required. Shows a live progress strip and a timeline of updates you choose to share.
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Team Management Invite team members with owner, admin, or member roles. Control visibility of each other's jobs and activities at the org level.
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Platform Integration Customer records are shared across Inventory and Bench — update once, reflected everywhere.
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