CRM + Client Work Management

From first conversation to final delivery — in one workspace.

Manage client research, leads, follow-ups, quotations, projects, tasks and team conversations without losing context between sales and delivery.

Built for software companies, agencies, consultants and growing service teams.

01 · CRM
New enquiry logged
Acme Retail · Website revamp
Research
02 · Follow-up
Call assigned to Priya
Due tomorrow, 11:00 AM
Waiting
03 · Deal
Proposal accepted
₹4,20,000 · Website revamp
Won
04 · Project
Project created
Brief & quotation carried over
Delivery
05 · Task
"Homepage wireframe" discussed
@Arjun shared the file
In progress
06 · Visibility
Manager dashboard
On track · 0 blocked tasks
Up to date

One enquiry, one continuous thread — from research to delivery.

Built for software & web agencies, digital-marketing agencies, IT service companies, consulting firms and creative teams.
The problem

Your client work is connected. Your tools aren't.

Spreadsheets, WhatsApp, email and a disconnected task tool all hold a piece of the story — and none of them talk to each other.

Sales lives in spreadsheets

Research, call notes and follow-ups are difficult to track and easy to forget.

Delivery lives in another tool

When a deal closes, project teams must reconstruct everything sales promised.

Decisions disappear in chat

Important instructions get buried in WhatsApp, email and general chat channels.

Owners lack one clear view

Managers cannot quickly see delayed projects, missed follow-ups and overloaded employees.

The workflow

One continuous workflow from lead to delivery

Six connected stages — the same client context moves through every one of them.

1

Research

Store client details, websites, social links, identified gaps and suggested services.

2

Qualify

Record interest, budget, pain points, conversations and activities.

3

Follow up

Assign the next action, schedule reminders and track what the team is waiting for.

4

Close

Manage quotations, proposals and deal stages in a clear pipeline.

5

Deliver

Convert the won deal into a project with client context already attached.

6

Collaborate

Discuss every task inside the task so decisions remain connected to execution.

Task conversations

Conversations that stay with the work

Stop searching through group chats to understand a task. Every task in Tinquer Hub includes its own focused conversation. Discuss requirements, share files, record decisions, mention teammates and review the complete history without leaving the task.

  • Threaded, task-specific chat — not one giant group channel
  • @mentions bring the right teammate in instantly
  • File attachments live next to the conversation that produced them
  • Read receipts confirm who has actually seen an update
  • A full activity history shows every status and assignment change
See task conversations in detail

Homepage wireframe review

Acme Retail Website Revamp Under Review Urgent
Assignee: Arjun M. Due: Fri, 6 PM
wireframe-v2.fig brief.pdf
Priya S. · SalesClient wants the hero section closer to the reference site we discussed on the call.
Arjun M. · DesignUpdated — @Priya can you confirm the CTA copy before I move to desktop?
Priya S. · SalesConfirmed. Approved to proceed.

Activity

Status changed to Under Review
File added: wireframe-v2.fig
Priya S. mentioned
Seen by Priya S., Arjun M.
CRM & follow-up management

Never let a promising lead go quiet

Track every enquiry from first research to a scheduled follow-up. See exactly what the team is waiting on, who owns the next action, and which conversations are overdue — before a client has to chase you.

  • Research, contact and lead records in one pipeline
  • Assigned follow-ups with due dates and reminders
  • Call, meeting and interaction history against every lead
  • Quotations and proposals tracked through to a decision
  • Sales targets to track team performance over time
See lead follow-up in detail
3 follow-ups due today 1 deal won this week
Lead · Acme RetailNext action: Send revised quotation — owner: Priya S. · Due today
Lead · Nova FitnessNext action: Follow-up call — owner: Rahul K. · Overdue by 1 day
Deal · BrightStart ConsultingStage: Proposal Sent → awaiting response
Sales-to-project handover

Close the deal without losing the promise

When a deal is won, convert it into a delivery project without rebuilding the client brief. Research, requirements, pain points, notes and quotation details move forward with the project.

Deal Won

Acme Retail — Website Revamp

  • Research notes & identified gaps
  • Pain points from discovery calls
  • Quotation: ₹4,20,000 · 3 line items
  • Meeting notes & commitments made
→ Converts to
New Project

Website Revamp — Delivery

  • Client brief attached automatically
  • Tasks created from scope & quotation
  • Delivery team assigned instantly
  • Nothing re-typed, nothing lost

Illustrative preview — the strongest handoff in Tinquer Hub: a won deal becomes a fully-briefed project in one action.

Management visibility

Know what needs attention today

One screen that surfaces what's slipping — across sales and delivery — before it becomes a client problem.

Leads requiring follow-up
7
3 overdue
Overdue activities
4
Across 3 owners
Proposals awaiting response
5
₹18.6L pipeline
Projects at risk
2
Behind schedule
Blocked tasks
3
Waiting on review
Waiting on client
6
Avg. 2.4 days
Employee workload
Balanced
1 team member overloaded
Upcoming deadlines
9
Next 7 days
Pipeline value
₹42.1L
Open deals

Illustrative dashboard preview — actual figures reflect your own workspace data.

Built for your business

Solutions for service businesses

The same connected workspace, tuned to how your industry actually sells and delivers work.

Everything included

A complete sales-to-delivery toolkit

Every feature stays connected to the same client record — nothing lives in a silo.

Client research

Store websites, socials, identified gaps and suggested services per client.

Contacts & leads

One record per client, from first enquiry through every interaction.

Meta Lead Ads

Facebook & Instagram leads sync into the CRM automatically, the moment they come in.

Follow-up reminders

Assign the next action and never let a lead go cold.

Quotations

Line items, tax and branded PDF export, tracked through to a decision.

Deal pipeline

A clear view of every stage, from proposal sent to won.

Projects & folders

Organize delivery work the way your team actually structures it.

Tasks & priorities

A full status pipeline from To Do through Review to Completed.

Task conversations

@mentions, files and read receipts, scoped to the task.

Time tracking

Start, pause, resume and stop time against any task.

Activity history

A complete audit trail of every change, assignment and decision.

Roles & permissions

Give each person exactly the access their role needs.

Finance Coming soon

Budgets, expense tracking and financial reporting — on our roadmap.

Buy only what you need. Tinquer Hub is available as the complete connected platform, or as separate modules — CRM alone, Task Management alone, or both together. See module pricing or book a demo to plan the right combination for your team.

Clients

Businesses that run on Tinquer Hub

From software teams to international service companies.

Customers

What early teams are saying

We're adding real customer stories as teams come on board.

"Before Tinquer Hub, a candidate could get lost between our sales team closing the placement and our operations team starting onboarding. Now every handover is a task with the full conversation attached, so nothing falls through the cracks between sourcing and integration."

Operations Lead — i2GO Europe

"We're coordinating candidates, employers and paperwork across countries and time zones. Having the CRM and task management in one place means anyone on the team can see where a placement stands without chasing someone on WhatsApp."

Founder — i2GO Global
Pricing

Priced by module, so you only pay for what you use

Every plan is scoped to your team during a demo — no published list price is invented here.

Module

CRM

Custom / team, billed by demo

Research, leads, follow-ups, deal pipeline and quotations.

  • Client research & contact records
  • Follow-up reminders
  • Deal pipeline & quotations
  • Sales targets & reporting
Book a Free Demo
Module

Task Management

Custom / team, billed by demo

Projects, tasks, time tracking and task conversations.

  • Projects, folders & tasks
  • Task conversations & mentions
  • Time tracking & activity history
  • Roles & permissions
Book a Free Demo

A dedicated Finance module is in development and will be available as an additional module. See full details on the pricing page.

FAQ

Questions, answered

Is Tinquer Hub a CRM or a project management tool?

Both, connected. Tinquer Hub keeps CRM (research, leads, follow-ups, quotations) and delivery (projects, tasks, conversations) in one workspace, so nothing is lost when a deal moves from sales to execution.

Can we buy just the CRM or just Task Management?

Yes. Tinquer Hub is sold as separate modules — CRM, Task Management, and (soon) Finance — or as the complete connected platform. Book a demo and we'll help you choose the right combination for your team.

Who is Tinquer Hub built for?

Owners, sales managers and operations managers at service businesses with 5–50 people — software and web development agencies, digital marketing agencies, IT service companies, consulting firms and creative agencies.

What happens to sales information after a deal is won?

When a deal is marked Won, it converts into a project with the client's research notes, requirements, pain points and quotation details already attached — so the delivery team doesn't have to reconstruct the brief.

Can we migrate from spreadsheets and WhatsApp?

Yes. Most teams that adopt Tinquer Hub are moving off a mix of spreadsheets, WhatsApp and a separate task tool. Our team can help you plan the migration during your demo.

Is Tinquer Hub self-hosted?

Tinquer Hub can be deployed as a dedicated instance for your organization, so your client and sales data stays on infrastructure you control. Read more on our security page.

See your sales-to-delivery workflow in one workspace

Book a free demo and we'll walk through it using a workflow like yours.

Book a Free Demo