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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 services you provide, Kinabase is easily tailored to your unique workflows. Unify every department into one connected system to save time, cut costs and enhance collaboration.

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

Keep every conversation, decision and document in a single system.

Instant context

Open any record and see the full history before taking action.

Never miss a follow-up

Turn activity notes into tasks and reminders in just two clicks.

Collaborate effectively

Shared logs and live updates keep everyone aligned and informed.

Connect with Outlook

Log emails directly from Outlook against your records for complete visibility.

Strengthen relationships

A complete history builds trust and ensures consistent, high-quality service.
Move Beyond Spreadsheets

Streamline Spreadsheets into smart Workflows

Convert scattered spreadsheets into structured processes so your team works faster and smarter. Protect your operations with an integrated system, ensuring everyone works from the same data.

Replace chaos with clear, logical workflows and shared visibility.

Spreadsheets isolate

Relying on a single spreadsheet slows service delivery and leaves your operations vulnerable. Manual copy-and-paste and version tracking exacerbates issues.

For complex services, spreadsheets fall short

Kinabase connects

Replace siloed spreadsheets with a unified system, safely stored in the cloud - where people, processes, and performance all work together seamlessly.
Book a demo & join 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 every process to your unique operational needs.
Get StartedRead Our Whitepaper
Operational Visibility

Achieve Operational Clarity

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

Traceability
Record every step of your service delivery, to ensure compliance and accountability.
Visualisations
Keep your team aligned with real-time data and visual dashboards.
Planning
Create a single, shared source of truth to keep every project on track.
Document management
Smart Document Management

Never lose a critical document again

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

Save time & resources with practical automation

Streamline your operations, from customer interactions to service execution, by combining automated data capture, configurable workflows and admin automations.
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Modern Solution

Work Smarter, Deliver More for Less

Eliminate wasted time, remain 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 teams and clients in one platform with shared dashboards, real-time updates, and contextual communication.

Scalable Efficiency

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

Unlock measurable time savings with Kinabase

From data entry, to data analysis, Kinabase streamlines every process to deliver clear quantifiable results for Professional Services teams.

0 minutes saved every day*
Average time reclaimed by each team member using Kinabase.
0% reduction in admin work*
Automation removes repetitive actions so your team can focus on higher-value tasks.
0+ spreadsheets unified*
Typical number of disconnected data sources consolidated into a single, connected system.

* Based on annonymised usage data from 100+ Kinabase customers between 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 such as activity logging, approvals and reporting. Centralise your data so teams stop updating spreadsheets or chasing email threads, giving your team real-time updates. The result is 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 on a single client timeline. So anyone can 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 maintains 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 audit risk.

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 involvement or expensive consultants.

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

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