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.
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.
Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
MTS Kanban brings a visual, drag-and-drop board into SuiteCRM so teams can manage stage-based work with less friction. Users can review records, move them across columns, and keep pipelines current from a single workspace instead of jumping between list views and record forms.
The addon is designed...
With the Quick Field Filters add-on, filter your data directly from the SuiteCRM List View and better manage interactions with customers throughout the sales conversion funnel.
Intuitive and powerful sales pipe management for SuiteCRM opportunites