Tinker Relay

Connecting the client journey, from enquiry to delivery

Tinker Relay brings CRM, sales, project delivery, finance, and client collaboration into one operations workspace.

Our contribution

Software Development Cloud Infrastructure & Reliability Product Planning & Experience Design

The business challenge

When sales, delivery, and finance work in separate tools, teams have to reconstruct what was promised and clients have to chase updates. Relay connects that work around a shared client and project context.

How we approached the work

Preserve the handoff

Connect the enquiry and sales context to project delivery, so teams can follow the work across stages.

Separate staff and client views

Give clients access to relevant milestones, deliverables, approvals, and financial information while keeping internal operations in the staff workspace.

Make follow-up recoverable

Track website lead and brief transfers, retain their status, and support retries so an interrupted handoff can be recovered.

What the platform enables

The capabilities below describe the delivered product, rather than measured business performance.

Sales and project context
CRM accounts, sales opportunities, and project delivery share a connected view of the client relationship.
Client collaboration
Clients can review relevant deliverables, approvals, project updates, and financial information through their portal.
Transfer status and recovery
Website enquiries and briefs carry transfer status, with automatic recovery and administrator retry for interrupted submissions.

What this means for your project

An operations platform should preserve responsibility as work moves between teams. Define which records carry forward, which decisions require client input, and what happens when a handoff fails before designing the dashboard.