Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
Manage and leverage all your data with Kanban!
Schedule calls, organize tasks, send emails and get much more out of your CRM data with the power of Kanban. The Dynamic Boards add-on generates a Kanban view in your SuiteCRM Leads, Opportunities and Cases modules, so your team can benefit from a clear, 360-degree view of your pipeline. The intuitive user interface allows users to streamline status updates with easy, drag-and-drop functionality.
With a Kanban view in SuiteCRM, a glimpse is all you need to make the best use of your data. Skyrocket your business growth with actionable insights and leverage drag-and-drop features to streamline processes and communication, all through Dynamic Boards.
How can Dynamic Boards help your business?
Dynamic Boards is an efficiency-boosting SuiteCRM add-on, designed for anyone that would like to get more done in less time. Sales reps and executives can have a holistic view of their sales pipeline and identify any bottlenecks. Below are a few ways Dynamic Boards can make a difference.
Streamline Data Access
Make the most out of your data with Dynamic Boards. With data assigned to cards plus drag-and-drop functionality, all your records are now just one click away.
Simplified User Adoption
With an intuitive user interface, Dynamic Boards is easy to use with activity buttons and color labels to increase user adoption.
Seamless Business Processes
Stay on top of your day by getting more done in less time by leveraging activity buttons on the cards to streamline communication and manage tasks seamlessly.
Reporting and Analytics
Keep track of your team’s performance and keep them in the loop, so deadlines aren’t missed and business goals are easier to achieve.
Features of Dynamic Boards
With dynamic columns and cards, Dynamic Boards is simple to use. With its intuitive user interface, it allows users to quickly create columns and retrieve information.
Leverage the drag-and-drop functionality to move records during different stages of closing a deal with a success/failure stage drop area.
Quick Activity Buttons
With interactive action items such as user initials, user profile photo, last modification date and much more, you can get all the information at a glance. The activity buttons in the Kanban view let you create emails, log calls and schedule meetings.
Interactive User Interface
With a flexible user interface, Dynamic Boards gives users the option to see and edit cards in different views. You can view records in the form of Kanban cards, click them for a collapsible view, or simply click the link for a detailed preview of records.
Quick Search Integration
Cut the hassle of scrolling through data to find the required information. With a filtered search integration within the Kanban view, simply use the search bar to instantly find any relevant information.
Color Code Your Cards (coming soon)
Personalize your cards with color coding and mark favorites to highlight important items for seamless business processes.
Free 30-day Trial!
What are you waiting for? Save time and effort by starting a Dynamic Boards trial today! Click on the View Pricing button below to get started.