18 Nov 2024
Get real-time insights directly from your dashboard
You can now create and view real-time, customisable reports directly on your Kinabase dashboard, giving you instant access to key metrics and insights at a glance.
From companies and contacts, to project management and workflows - you can manage whatever you need to, with ease.
Our unique and intelligent data structure enables you to flexibly adapt Kinabase to your processes, and turn on only the features you need - giving you an edge over your competition using traditional rigid systems such as CRM and ERP.
Collections are lists of things you want to organise. These can be anything from companies and contacts, to expenses, vehicles and equipment.
Add fields to a collection to structure your information. You can add text, number or dropdown fields, alongside many more.
Start using our AI-powered generator, choose a proven template, or build your own from scratch.
Records are the specific things you want to keep track of, and they live within a collection.
For example, you could have a “Cambridge Kinetics” record in your Suppliers collection.
You can easily import records from other systems and spreadsheets in a few clicks, using CSV files.
Kinabase allows you to enable features on collections, so you can:
Turn on as much, or as little, as you need, all in one place.
18 Nov 2024
You can now create and view real-time, customisable reports directly on your Kinabase dashboard, giving you instant access to key metrics and insights at a glance.
17 Nov 2024
You can now preview automations in Kinabase to see exactly what actions will be triggered as you move records through workflow stages, giving you greater clarity and control over your processes.
11 Nov 2024
You can now set field-level permissions in Kinabase, giving you precise control over who can view or edit specific data.