Custom Data Model
Define the exact data structure your business needs.
Create custom objects, add custom fields with 20+ field types, and build relationships between any objects.
Views & Pipelines
Switch between table views, kanban boards, and calendar views.
Filter with AND/OR logic, sort by multiple fields, group records, and save custom views.
Workflows & Automation
Automate any business process without writing code.
Trigger workflows on record changes, schedules, manual actions, or incoming webhooks.
Calendar & Email Sync
Connect your Google Workspace or Microsoft 365 account.
Emails and calendar events automatically appear on the relevant CRM records.
AI
AI agents that work autonomously within your CRM — answering questions, enriching records, and executing multi-step tasks within your permission model.
Dashboards & Reporting
Build custom dashboards with real-time widgets.
Track pipeline metrics, team performance, and business KPIs with configurable charts and filters.
Permissions & Access Control
Role-based access control at every level — objects, fields, and individual records.
Configure SSO with SAML or OIDC. Audit logs track who did what.
API & Extensibility
A developer-first API that adapts to your custom data model.
Both GraphQL and REST endpoints, with auto-generated documentation per workspace.
Data Import & Export
Import data from CSV files or via API.
Field mapping, duplicate detection, and error handling built in. Export your data anytime — no lock-in.
Self-Hosting
Run Tina CRM on your own infrastructure with a single Docker Compose command.
Full control over your data, updates on your schedule.