CRM

Know your customers, deeply.

Tinkari CRM gives you a complete picture of every customer relationship. Manage individual and business contacts, track companies, log every interaction, and move deals through fully customisable sales pipelines — all in one place. Because CRM is part of the Tinkari platform, your customer data flows seamlessly into Inventory and Bench without duplication.

• 👤
  Contacts & Companies Store individuals and link them to their business — with full address, phone, email, and notes.
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  Kanban Pipelines Build custom sales or job pipelines with drag-and-drop stages tailored to your workflow.
• ✅
  Automatic Stage Tasks Define tasks that are created automatically when a job moves into a new stage — nothing falls through the cracks.
• 📅
  Activity Logging Log calls, emails, meetings, site visits, and notes against any customer or job.
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  Tags & Filtering Tag customers and filter your list to find exactly who you're looking for.
• 🔗
  Platform Integration Customer records are shared across Inventory and Bench — update once, reflected everywhere.