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Activities

Effortlessly stay updated with what's happening

Activities
Activities feature
INTERACTION TRACKING

Activities

Log calls, emails, meetings and notes. Connect with other systems like Outlook, while keeping everything in one place.

  • Complete interaction history

    Log calls, emails, meetings and notes with time-stamps and rich text.

  • Centralised communications

    Activities sit alongside the records they relate to, giving you crystal-clear context without moving between platforms.

  • Outlook integration

    Save emails to Kinabase straight from your inbox and create contacts automatically.

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EVERYTHING IN ONE PLACE

Everything in one timeline

One source of truth

Every conversation, decision and document in a single log.

Instant context

Open any record and see the full back-story before you act.

Never miss a follow-up

Convert activity notes into tasks and reminders in two clicks.

Collaborate effectively

Shared logs and live updates keep the whole team informed.

Connect with Outlook

Seamlessly log emails from Outlook inside your records.

Strengthen relationships

A complete history builds trust and ensures consistent service.
Activities feature
ACTIVITY FEED

See your progress

See a chronological, filterable feed of every interaction with clients, suppliers, or projects. Add rich-text notes, link to records and create new tasks to keep conversations flowing.

  • Timeline view

    Scroll or search by keyword, date, or activity type.

  • Rich formatting

    Bullets, links and code snippets for clear documentation.

  • File attachments

    Keep quotes, photos, or PDFs right where you need them in associated records.

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Communication Types

Track every type of interaction

Customise activity types to fit your workflow and reporting needs.

Phone Calls

Emails

Meetings

Notes

And more...

Phone Calls

Emails

Meetings

Notes

And more...

Microsoft Integration

Microsoft Outlook integration

Streamline email logging and keep your CRM data fresh.

  • Save emails to Kinabase with one click.

  • Auto-create or update contacts from email signatures.

  • Share email history with your team, directly inside each record.

  • Access Kinabase data from the Outlook sidebar without changing tabs.

Outlook integration with Kinabase
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Ready to improve your communication tracking?

Start using Kinabase activities to keep a record of every interaction
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FAQS

Frequently asked questions

What types of activities can I log in Kinabase?

Kinabase allows you to log various types of activities including phone calls, emails, meetings, and general notes. Each activity type has its own template to capture the relevant information, and all activities are attached to their related records.

Can I log emails directly from Outlook?

Yes, with our Outlook integration, you can log emails directly from your Outlook inbox. The integration automatically identifies contacts in your Kinabase system and makes it easy to save communications to the appropriate records.

How do I find past activities for a specific record?

Every record in Kinabase has an activity timeline that shows all past interactions in chronological order. You can filter this timeline by activity type, date range, or search for specific content to quickly find what you need.

Can I set follow-up actions from activities?

Yes, you can create follow-up tasks directly from any activity. For example, after logging a phone call, you can immediately set a reminder to follow up next week, ensuring nothing falls through the cracks.