Manage Opportunities, Leads, Cases, Tasks, and any module visually with a dynamic Kanban board — track totals, monitor progress, and move records seamlessly with drag & drop.
Introduction
Introduction
Overview
The Kanban Module for SuiteCRM transforms traditional list views into a powerful, interactive drag-and-drop board. It enables teams to visualize workflows, manage records efficiently, and track real-time performance metrics directly inside SuiteCRM.
Key Features
- Drag & Drop stage updates
- Multi-module support (Opportunities, Leads, Cases, Tasks, Custom Modules)
- Real-time column summaries (Record Count & Amount Total)
- Configurable group field (e.g., Sales Stage, Status)
- Customizable card display fields
- Responsive and modern UI
- Seamless integration with SuiteCRM logic hooks & APIs
Benefits
- Improve pipeline visibility
- Reduce workflow bottlenecks
- Increase team productivity
- Close deals faster
- Eliminate manual status updates
Getting started
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