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CRM & SALES PARTNERS

Make CRM improvement repeatable and scalable

Rapidly turn messy pipelines & handoffs into structured workflows,

automations and dashboards - so clients keep growing with you.

Better pipeline control. Better client retention.
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CLIENT VALUE

Key outcomes you sell to clients

Help clients move from fragmented sales admin to a structured CRM operating model with cleaner data, faster follow-up and clearer visibility.

Faster follow-up

Automated follow-ups, task assignments and notifications keep leads, opportunities and account actions moving. Trigger workflows on record creation, updates or stage changes.

Cleaner pipeline visibility

Real-time dashboards and charts give sales leaders instant visibility of pipeline health, conversion rates, stalled deals and account activity.

Less admin, more selling

Scan & Fill reduces manual entry from forms, spreadsheets and documents, while AI filters and task suggestions cut the overhead that slows reps and account teams down.
PLATFORM FIT

How Kinabase powers CRM consulting

The platform capabilities that help you turn CRM strategy into live systems clients actually use.

Pipeline automation

Automate lead routing, follow-up, deal stages and account tasks.

Pipeline automation

  • Triggers for leads, deals, stages and schedules
  • Tasks, emails, notifications and updates
  • Logic for qualification, ownership and SLAs

Sales dashboards

Track pipeline, conversion and account performance in real time.

Sales dashboards

  • Track volume, win rates and stage ageing
  • AI chart suggestions from your schema
  • Dashboard, collection and record reporting

Lifecycle workflows

Connect onboarding, account management, renewals and handoffs in one system.

Lifecycle workflows

  • Model leads, companies, deals and renewals
  • Automate onboarding and handoffs
  • Surface next actions for account teams
PACKAGES

Packaged offers you can sell

Three CRM-focused engagement models that create fast wins and expand into longer-term advisory work.

CRM audit & redesign workshop

Audit the current CRM setup, sales stages, handoffs and reporting gaps, then define a cleaner operating model and pilot scope.

CRM implementation sprint

Configure core entities, pipeline workflows, dashboards and integrations in a focused delivery sprint that gets teams working in the new system quickly.

CRM optimisation retainer

Monthly optimisation for automation tuning, dashboard refinement, new customer lifecycle workflows and adoption support that creates recurring revenue.
YOUR KIT

CRM partner enablement kit

Materials designed for CRM consultants who want a sharper sales narrative and a more repeatable delivery motion.

CRM discovery framework

A structured discovery template for uncovering pipeline bottlenecks, lead routing issues, reporting gaps and post-sale handoff problems.

Pipeline ROI narrative

A framework for quantifying value through faster response times, improved conversion, better data quality and stronger account retention.

Reusable CRM workflow patterns

A library of common patterns for lead qualification, follow-up, opportunity progression, onboarding, renewals and customer success handoffs.
The Kinabase Platform

Kinabase gives CRM consultants a flexible platform for leads, opportunities, accounts, onboarding and renewals without forcing every client into a rigid off-the-shelf process.

Model leads, contacts, companies, opportunities and service workflows with collections + records + fields
Integrate with Microsoft 365 (SSO, Outlook, SharePoint) and extend CRM workflows with an API
Use practical AI for data capture, natural language filtering, chart suggestions and task support with humans always in control
Built for trust with UK hosting, encryption, granular permissions, audit logging and compliance-ready controls
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Ready to package CRM transformation?

Join the partner program and start delivering CRM systems, automations and reporting that clients actually adopt.
Apply to PartnerBook a Partner Demo
CRM PARTNER FAQS

Frequently asked questions

Find answers to common questions about our platform.

Can Kinabase be used as a CRM?

Yes. Kinabase can be configured as a bespoke CRM for organisations that need a tailored sales and customer management process, or used as the operational layer around existing CRM workflows where extra flexibility, automation and reporting are needed.

What CRM workflows can I implement?

Common workflows include lead capture and qualification, deal stage progression, follow-up reminders, account onboarding, renewal tracking, internal handoffs and management reporting. Automations can be triggered by record creation, updates, stage changes and scheduled timings.

How do I start with clients using spreadsheets or disconnected tools?

A strong starting point is a CRM audit workshop: map the current lead-to-customer journey, identify duplicate admin and reporting gaps, then implement a pilot workflow in Kinabase. That lets clients see a practical improvement before committing to a wider rollout.

Can clients manage the system after implementation?

Yes. Kinabase has a visual automation builder and intuitive configuration tools, so clients can maintain views, dashboards and straightforward workflow changes themselves. That also supports a longer-term optimisation retainer where you guide more complex improvements.

What makes Kinabase a strong fit for CRM consultants?

It combines flexible data modelling, workflow automation, dashboards, Microsoft 365 integration and practical AI in one platform. That means you can design around the client's real sales and customer lifecycle instead of forcing the process into a rigid template.