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.
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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.
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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.
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What the platform enables
- 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.
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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.
How to evaluate a similar investment
Track handoff completeness, outstanding approvals, delivery visibility, and recovered transfer failures. Agree which team owns each measure.
Tell Us About Your ProjectExplore the product
Tinker Relay · Visit the productRelevant work
Complex challenges. Working products.
Explore a selection of our projects and the business problems, systems, and product decisions behind them. These case studies are not an exhaustive list of our work.
GA Insurance
Bringing insurance journeys online
Digital purchasing and policy workflows connected to existing insurance operations.
Explore the project
Nuria
Connecting sellers, payments, and delivery
A marketplace bringing vendor operations and the buying journey into one product.
Explore the project
Talon HR
Connecting the hiring journey
Role-specific workflows and collaboration across hiring and talent development.
Explore the projectWhat would you like to move forward?
Tell us where you are, what is getting in the way, and what success would look like. We will help define the next step.