• Other Speciality

Kinly is a client relationship management (CRM) and workflow platform designed specifically for professional genealogists. Unlike generic CRMs that are built for sales teams, Kinly is structured around the actual workflow of genealogy work, including client intake, proposal management, communication tracking, research progress, invoicing, follow ups, and long term client relationships. Professional genealogists often manage dozens of projects simultaneously while juggling emails, spreadsheets, research notes, archival records, invoices, and client updates across disconnected systems. Kinly centralizes these processes into a single operational workspace that helps genealogists stay organized, reduce administrative workload, and improve overall efficiency.

Kinly increases workflow efficiency by creating a structured system for moving clients through each stage of the genealogy process. Genealogists can track project status, manage deadlines, organize research materials, document communication history, and maintain client records all within one platform. Instead of rebuilding context from scattered notes or searching through old emails, Kinly preserves the entire operational history of a project in one place. The platform is also designed to support repeatable workflows, allowing genealogists to standardize onboarding, proposal delivery, research progression, and client communication. This reduces time spent on administration and allows researchers to focus more heavily on actual genealogy work.

The platform also improves the client experience by helping genealogists maintain faster response times, clearer communication, and more professional project management. Many genealogy clients are highly emotionally invested in family history research, making organization and transparency especially important. Kinly supports stronger long term relationships by preserving prior research history, family lines already investigated, previous deliverables, billing history, and ongoing opportunities for future work. For APG members and professional genealogy firms, Kinly provides a specialized operational system that is designed specifically around the realities of genealogy practice rather than forcing genealogists to adapt generic business software to their workflows.

• 21st Century
• 20th Century