Effortlessly stay up-to-date with what's been happening

From calls to meetings, emails to notes, keep track of all your activities in one place. Gain visibility of the great work going on across the whole business.

Activities are a log of what's happened with your contacts, opportunities, projects and more.

Forming a full history of what has happened across your business, activities are a powerful way of seeing what's been going on.

This gives you a full picture of interactions and engagements, and clarity on what your colleagues have been up to. It enables you to make well informed decisions to get the most out of every opportunity and deliver the best service to your customers.

Activites enable you to...

Gain visibility across your whole business
Log meetings, emails, notes and more, in one place, where you can find them
Automatically log changes and actions for full traceability
Save emails from your inbox with the Outlook add-in
Set up custom activity types to suit your business needs

Activity Timeline

Find the information you need,
when you need it

Keep track of all your activities in one place. Whether it's a call, meeting, email or note, Kinabase allows you to view what's been going on in a clear timeline.

Turn activities on where it makes sense - whether it's for:

tracking your interactions with a potential client
coordinating emails for ongoing projects
managing who's last inspected a piece of equipment
keeping a record of your team's progress

You can also create follow-up tasks for any activity while you're at it - saving time and making sure nothing gets forgotten.

Kinabase makes logging interactions, conducting audits, and tracking changes effortless.

Activity Types

Ensure no detail gets overlooked

Whether you've got a complex project on-the-go, an audit to conduct, or a review to complete, Kinabase allows you to see what's been happening in a clear timeline, and create custom activity types to suit your business needs.

Logs all changes to records automatically
Provides full traceability to stay compliant with ISO 9001
Customise activity types to include reviews, audits, inspections and more
Get comprehensive insights into individual contributions
Add follow-up tasks in seconds

Email Integration

Capture emails directly from your Outlook inbox

Save time and effort by setting up the Kinabase Outlook add-in, and save email activities directly from your inbox. Forget about copying and pasting, or manually logging emails.

Kinabase for Outlook suggests which companies and contacts to add to your CRM, directly from your emails. Select multiple emails in bulk, and save them all at once.

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