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Professional Services

Exceed expectations & deliver exceptional results

Streamline operations, eliminate inefficiencies, and focus on what matters most — delivering measurable results for your clients.

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Professional Services

Seamlessly Coordinate your Departments

Whatever type of services you provide, Kinabase is easily tailored to your unique workflows. Save time and money by connecting your departments into one seamless system.

Business Development

Track opportunities and hand over clients seamlessly from sales to delivery.

Operations

Streamline workflows and keep every project running smoothly, without the firefighting.

Client Services

Keep clients happy with real-time updates and effortless, automated reporting.

Finance

Gain instant visibility into profts and costs, without endless spreadsheets or guesswork.

Legal & Compliance

Stay audit-ready with secure records and automated compliance workflows.

IT & Systems

Automate repetitive tasks and connect your tools without complex IT projects.

Project Management

Deliver every project on time and on budget with clear, connected planning tools.

Human Resources

Simplify onboarding, training, and compliance while keeping your team fully supported.

Business Development

Track opportunities and hand over clients seamlessly from sales to delivery.

Operations

Streamline workflows and keep every project running smoothly, without the firefighting.

Client Services

Keep clients happy with real-time updates and effortless, automated reporting.

Finance

Gain instant visibility into profts and costs, without endless spreadsheets or guesswork.

Legal & Compliance

Stay audit-ready with secure records and automated compliance workflows.

IT & Systems

Automate repetitive tasks and connect your tools without complex IT projects.

Project Management

Deliver every project on time and on budget with clear, connected planning tools.

Human Resources

Simplify onboarding, training, and compliance while keeping your team fully supported.

EVERYTHING IN ONE PLACE

Connect your teams with one customisable system

One source of truth

Every conversation, decision and document in a single system.

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.
Move Beyond Spreadsheets

Say Goodbye to Spreadsheet Spaghetti

Turn your scattered spreadsheets into streamlined workflows, helping your team work faster and smarter. Replace the chaos with structure, logic, and shared clarity

Spreadsheets are great. Until they aren’t.

When everything depends on one file — and one person — your operations are vulnerable. If your core processes depend on copying, pasting, or remembering where the file lives...

...it’s time to move on.

Spreadsheets isolate. Kinabase connects.

Kinabase replaces siloed spreadsheets with a living, interconnected system — where people, processes, and performance all work together.
Untangle your operations with our Spreadsheet Amnesty
What would you like to use Kinabase for?
Service 4.0

Painless Digital Transformation without expensive coding

Transform your service delivery with our cost effective & flexible workflow management solution. Empower your team with AI and tailor the system to suit your unique operational requirements.
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Operational Visibility

Bring Clarity to your Operations

Use Kinabase to create a shared source of truth for your Operations, so that everyone is on the same page.

Traceability
Use activities to track every step of your service delivery.
Visualisations
Keep your team informed with real-time updates and visual dashboards.
Planning
Create a shared source of truth so there are no surprises.
Document management
Smart Document Management

Never lose an important document again

Always keep important documents easily accessible in a secure, central, interconnected system. Utilise permissions so that only the team members who need the details can access them.
Scan & Fill feature
Streamlined Service

Save time & resources with state-of-the-art technology

Our array of features will help you to streamline your operations, from customer interactions to service execution.
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Modern Solution

Work Smarter, Deliver More, for Less

Eliminate wasted time, stay compliant, and empower your team to collaborate effortlessly with scalable tools built for professional services.

Automated Workflows

Cut repetitive admin with automations, task tracking, approvals, and reporting — focus on delivering value instead.

Compliance Made Simple

Stay audit-ready with built-in controls, permission management, and clear audit trails that reduce risk and stress.

Frictionless Collaboration

Unite your team and clients in one platform with shared dashboards, real-time updates, and seamless communication.

Scalable Efficiency

Whether you’re managing 5 projects or 500, Kinabase grows with you — without added complexity or overhead.

Unlocking substantial time savings for our clients

From data entry, to data analysis, Kinabase delivers clear impact for our customers. Our platform delivers tangible results, like:

0 minutes back - every day
Average time each employee reclaims with Kinabase*
0% less busywork
Automation tools handle repetitive checks so your team doesn't have to*
0+ spreadsheets consolidated
Typical number of data sources customers roll into Kinabase

* Estimated based on anonymised usage of Kinabase AI tools from 100+ customers, Jan 2024 - Mar 2025

Featured Customer Story

See Kinabase in action

Driving Leadership Excellence with Kinabase - First Ascent Group
First Ascent Group

Driving Leadership Excellence with Kinabase - First Ascent Group

Major increase in team productivity through automation and centralisation
 Read story

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Kylie Seamen

Head of Client Relations at First Ascent Group

Read more customer stories
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Never lose track of a client conversation again

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FAQS

Frequently asked questions

How does Kinabase help reduce the time my team spends on admin?

Kinabase automates repetitive tasks like activity logging, reporting, and approvals. Instead of spending hours updating spreadsheets or chasing email threads, your team gets real-time updates in one central platform. This means less manual input and more time delivering value to clients.

We struggle to keep track of client communication. How does Kinabase fix that?

Kinabase records every email, call, and meeting in one place. Your team has a single timeline of all client interactions, so anyone can step in and pick up where the conversation left off. No more missed updates, duplicate work, or lost context.

Can Kinabase help us stay audit-ready?

Yes. Kinabase creates a complete audit trail of every action, from project approvals to compliance checks. With permissions and access logs built in, you can demonstrate compliance quickly and reduce the risk of failed audits.

How does Kinabase improve visibility for managers and leadership?

Kinabase provides live dashboards that track project status, workload, and KPIs. Instead of waiting for manual reports, managers see exactly what’s happening in real time and can make faster, more informed decisions.

We use several tools already. Will Kinabase integrate with them?

Absolutely. Kinabase integrates with popular tools like email, calendars, and file storage, reducing the need to switch between systems. Your data stays connected, and your team works in one seamless environment. You might even be able to consolidate some of your existing tools with Kinabase's broad functionality.

What if our processes are unique?

Kinabase is designed to be flexible. You can customize workflows, fields, and dashboards to match how your team works — without needing IT or expensive consultants.

How quickly will my team see results after switching to Kinabase?

Most teams start seeing efficiency gains within weeks. Because Kinabase is intuitive and easy to adopt, onboarding is fast, and early wins (like automated tracking or improved visibility) quickly build momentum.