Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.
Keep your eyes on all stages of your modules in SuiteCRM using Kanban!
What is a Kanban Board and how it works with CRM?
How it works with CRM?
Kanban boards map and visualize your work into an organized flow that allows you to view your efficiency, productivity, and management of the work.
CRM is an important tool in many businesses because it gives users a glimpse into their customer data. User's in CRM can use this data to track projects, supports their customers, and optimize their selling capability to their customers. However, a Kanban board can take that data in CRM and break it down into stages visually to users. This will optimize the way users manage their flow across modules such as Opportunities, Quotes, Leads, Projects and more.
Key Features of Kanban Ninja:
Screenshots of Kanban Ninja:
Visualize which stage your Opportunities are in:
Visual of Project Status:
Visual for Support to view what cases are open, pending, and closed:
Filter Kanban Boards:
Drag and Drop Kanban workflow:
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.