All
Customers
Leads
Partners
Archived
Name
Company
Status
Owner
Last Activity
Deal Value
How it works From idea to working system.
From idea to working system.
Here's how.
Kinabase gives you the building blocks to create the bespoke business system your team needs.
Trusted by organisations worldwide
Getting started
Simple from the start
Whether you're a spreadsheet pro or just getting started, Kinabase's intuitive interface and AI-powered features make it easy to organise your data and workflows, so you can focus on what matters most.
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Collections are lists of things you want to organise. These can be anything from companies and contacts, to expenses, vehicles and equipment.
Store every detail in a record—customers, notes, docs, tasks—all in one place.
All
Customers
Leads
Partners
Archived
Name
Company
Status
Owner
Last Activity
Deal Value
Sarah Mitchell
Acme Corp
Customer
James Taylor
2 days ago
£24,000
David Park
Nova Industries
Lead
Emily Rogers
1 week ago
£8,500
Rachel Hughes
Bright Solutions
Prospect
James Taylor
3 days ago
£15,200
Automate, add dashboards, or explore AI analytics anytime—Kinabase stays simple as you scale.
All
Customers
Leads
Partners
Archived
Name
Company
Status
Owner
Last Activity
Deal Value
Sarah Mitchell
Acme Corp
Customer
James Taylor
2 days ago
£24,000
David Park
Nova Industries
Lead
Emily Rogers
1 week ago
£8,500
Rachel Hughes
Bright Solutions
Prospect
James Taylor
3 days ago
£15,200
Collections
Your data, organised
A collection is a smart, customisable table for each type of data you track: Clients, Projects, Invoices, Assets, anything.
Define fields from 30+ types including text, dates, currency, locations, linked records, and measurements.
You don't have to be an expert - AI can turn plain English or your existing spreadsheets into a reliable system, in seconds.
Explore Collections
Views
See your data, your way
Create filtered Views for your Opportunities like "Open Tasks" or "Overdue Invoices", each with its own sorting, grouping, and visible columns. Keep your team focused on what matters, without distractions.
Control granular permissions so different people see exactly the data they need to see, and nothing they don't.
Workflows
Model how your work flows
Create controlled Workflow Stages to define your record's progress
Draft → Submitted → Approved → Completed
Capture extra information, signatures and more when changing from one stage to another. Automatically generate documents, send emails, update records and interact with your systems.
Automations
Let Kinabase do the repetitive work
Save your team time by automating repetitive tasks. Automations can be triggered by record changes, dates, or manually, and can take powerful things like:
- Send emails to clients or team members
- Create new records or linked records
- Update record fields and details
- Create and assign tasks
- Generate PDFs from document templates
- Call external APIs to sync with other systems
- Branch with conditional if/else logic
Documents
Documents that write themselves
Design document templates that pull live data from your Kinabase records. As work gets completed, Kinabase can generate a polished PDF automatically, keeping all your documents on-brand and up-to-date without any manual work.
Portals
Streamlined self-service portals
Create portals for your clients to place orders, configure products, and approve deliverables - without giving them access to everything. Cut out the back-and-forth emails and messy spreadsheets.
With Kinabase, you can create custom portals for your clients, suppliers, or internal teams in minutes. Speed up sign-offs, gather information quicker, and keep everyone on the same page.
Charts & Reports
Turn data into decisions
Build interactive charts on dashboards, collections, or individual records. Aggregate by sum, average, percentage, and more, and then share report dashboards with specific roles, portal users or embed them in your documents.
AI Shortcut: Describe the chart you want in plain English, or let Kinabase suggest charts based on your data.
Integrations
Kinabase connects with others
Integrate your Kinabase to the tools and equipment you already use - keeping your work flowing smoothly.
- Microsoft 365 — one-click sign-in for your team
- Outlook Add-in — log emails against records without leaving your inbox
- SharePoint — store files in your existing SharePoint environment
- Email Providers — send via SendGrid, Mailgun, or Azure Communication Services
- VoIP — click-to-call with supported telephony providers
- API & Extensions — connect to any system with webhooks or custom extensions
Everything your team needs in one platform
Explore other features that keeps work moving, teams aligned, and access secure, so your whole operation runs smoothly within one connected system.
Activities
Log calls, emails, meetings, and notes directly on records — so nothing falls through the cracks.
Explore ActivitiesTasks
Keep your team focused with tasks directly next to the important information.
Explore TasksRoles & Permissions
Control access by role and workflow stage while keeping teams productive.
Explore Roles & PermissionsSee it for yourself
The best way to understand Kinabase is to see it in action. Book a demo and we'll show you how it all comes together.