CRM at a glance: the dashboard and menu
A tour of the CRM menu and dashboard, and which features come with the Free and paid plans.
CRM is where your customers, invoices and jobs live. Open it at crm.tinkari.com and sign in with your Tinkari account.
The menu
- Dashboard - a summary of your business.
- Customers, Companies and Invoices - your contacts and billing.
- Pipelines, Kanban, Diary, Recurring Jobs and Archived - the job workflow.
- Settings - team visibility and how your customer messages are branded.
The links to the other apps (Inventory, Bench, Scan and Comms) sit at the top of the menu when you have access to them.
The dashboard
The cards across the top show:
- Customers and Invoices
- Open Jobs and Pipeline Value
- Overdue Jobs
- Recurring Jobs
- Outstanding (invoices not yet paid) and Revenue (Paid)
Below them you will see your Recent Customers and your Tasks & Activities.
What is on which plan
- Free: Customers, Invoices and the Dashboard.
- Solo and Pro: everything else - Companies, Pipelines, Kanban, Diary, Recurring Jobs, Archived and Settings, plus sending messages to customers.
Locked items show a padlock. Choosing one explains the upgrade. See Plans, pricing and user tokens explained.