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.
Highlevel Overview
Schedule calls, organize tasks, send emails and get much more out of your SuiteCRM data with the power of Kanban. The Dynamic Boards add-on by RT Dynamic generates a Kanban view in your 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 make status updates with easy, drag-and-drop functionality.
How Dynamic Boards enhances your business
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.
- Streamline Data Access
- Simplified User Adoption
- Seamless Business Processes
- Reporting and Analytics
Key Features
- User-Friendly Layout
- Drag-and-drop Functionality
- Quick Activity Buttons
- Interactive User Interface
- Quick Search Integration
- Color Code Your Cards (coming soon)
- FREE 30-Day Trial
To learn more about this solution, go to Dynamic Boards, or search for "Kanban."
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Scan Identical Leads
Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
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OneClick Sudo Login
Sudo Login (or Masquerade) allows Administrators to log in as any regular user without asking for their password and without disconnecting them. Specially useful for configuring their workspace (filters, reports, dashboard) or to support users (reproduce issues, help them step by step, etc).
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