by CRM Ninjas

Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.

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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: Capture.PNG

Visual of Project Status: Pr.PNG

Visual for Support to view what cases are open, pending, and closed: cases.PNG

Filter Kanban Boards: filter.PNG

Drag and Drop Kanban workflow: drag and frop.PNG


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  • "suggestion: 1. Incorporate colors in the cards for the progress of the tasks 2. Pop-up window when clicking on the card." - rafaingg

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