Activities
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.
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.
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:
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.
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.
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.
10 Oct 2024
You can now forward emails to Kinabase to add them directly to your relevant records, meaning everyone has access to the information who needs it.
07 Aug 2024
Easily add activities and tasks to multiple different records at once, saving time and giving clarity to your team, without the need for lots of copying-and-pasting!
31 Jul 2024
Easily merge duplicate records in Kinabase with a few clicks. This new feature ensures all historical data and files are consolidated, helping you maintain a clean and accurate database