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.
24 Jul 2024
Use the expanded task view to link tasks to records, log and view activity history, and assign task owners and due dates.
26 Jun 2024
Now you can see who edited records in a collection, and what type of edits they made, helping you to meet your traceability requirements.
10 May 2024
Ensure you and your team don't miss a beat when it comes to following up on important meetings and phone calls, with new follow-up tasks for activities.