How it works

Activities

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.

Map view

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 timeline
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
Set up custom activity types
Outlook integration
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.

View all updates

Latest updates from the Kinabase team

Feature Update
Save time adding follow-up tasks for emails, calls and more
Save time adding follow-up tasks for emails, calls and more

10 May 2024

Save time adding follow-up tasks for emails, calls and more

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.

Feature Update
Dial phone numbers directly to your YesTech phone system
Dial phone numbers directly to your YesTech phone system

08 Mar 2024

Dial phone numbers directly to your YesTech phone system

Connect your YesTech phone system to Kinabase and click-to-dial phone numbers from your records.

Feature Update
Export your tasks and activities in a few clicks
Export your tasks and activities in a few clicks

29 Feb 2024

Export your tasks and activities in a few clicks

You can now export your Tasks and Activities to a .csv file for data analysis and to back up your data.