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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BV Multifile
Upload Multiple files of any extension using a single file field. Not only that we can send Email with all the attachments using workflow. One plugin to manage all your files.
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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