Trades
Jobs & Quotes
Plumbers, electricians, HVAC techs. Snap a photo on-site, attach it to the job, and send a proper invoice PDF before you leave the driveway.
Built for people who do the work, not manage the software
The CRM that gets
out of your way.
Pinion is a friction-free CRM for small businesses who find traditional CRMs too expensive and too complicated. Finish the job, move it to Done, and Pinion sends the thank-you email — before you're back in the truck.
30s
to close a job
0
training required
3
business types, one app
Built for how you already work
Three businesses, one unified app — Pinion adapts its labels to fit, not the other way around.
Solopreneurs
Clients & Sessions
Coaches, consultants, freelancers. Gentle, automatic reminders keep every client feeling looked after — without you having to remember.
Micro-agencies
Deals & Proposals
Small agencies and studios. A visual deal board shows the whole pipeline at a glance — drag a deal forward the moment it moves.
Everything you need. Nothing you don't.
We build the 20% of features that get used 80% of the time — and link out for the rest.
Jobs & scheduling
Track every job from booked to done. Mobile-first, so you're never stuck at a desk to update one.
Client records
Every client, every location, every job history — in one place. No spreadsheets, no sticky notes.
Invoicing & PDF
Professional invoices in seconds. Download or share the PDF straight from your phone.
Photo-to-job
Snap a photo on-site and attach it straight to the job — proof of work, done automatically.
Gentle reminders
Automatic nudges for follow-ups and recurring sessions, without ever feeling like spam.
Visual deal board
Drag deals through your pipeline the way you already think about them.
Ready to get out of your own way?
Free during beta. No credit card, no training, no complexity — just the job, the client, and the invoice.