Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
Kanban boards have the unique advantage of making it easy to visualize and manage the day-to-day 'work in progress'. Drag-and-drop is a core feature in any Kanban tool. When a user moves a card from one column to another the status updates automatically. With the drag-and-drop feature, moving to the next stage of business process is as easy as a single mouse move.
Supports all SugarCRM & SuiteCRM modules
You can work with any SugarCRM module in a Kanban view. The only requirement is to have at least one dropdown list in that module. This dropdown list is used to group cards (i.e. module records) into Kanban columns. Of course, the widest spread Kanban view is Sales Pipeline. This view uses the Opportunities module and Sales stage dropdown list. You can see another popular Kanban use cases below.
Color indication for planned activity
Kanban is a great tool to have a clearer picture of how things are going in general. With color indication user can see not only general view over all his deals but see and manage every single deal on the same screen.
1. Red color means «alarm» - user missed some planned activities.
2. Yellow color means «warning» - user does not have any planned activities. It is not good because if card is in a process then user always should have planned activity.
3. Green color means everything is fine with a card: there is something planned to do with card and there is no missed activities.
Kanban view configuration
Kanban configuration is our pride. Thanks to universal approach in creating new Kanban board, user can make Kanban for every module in SugarCRM. The only requirements is dropdown list in this module. This dropdown list is used to group cards into Kanban columns.
Users can configure by themselves what information they want to see in card header and in card body.
Users can configure what stages they want to have on Kanban board and what stages are final for the process.
Users can have as many Kanban boards as they needed. It is possible to have different Kanban boards for one module with different columns .
Administrator can create Kanban boards for all users. Users by themselves can modify this Kanban boards for their private usage and can add private Kanban board.
Easy access to all popular actions directly from Kanban view
We enrich Kanban board functions with extra features. Our goal is to give user possibility to work all day and do everything they need to do with this single page. That is why we add such functions:
- Click on card open edit view of a card (edit view open right there without redirecting on new page)
- Double click on column header create new card
- Cards have context menu with these options
- report with planned activities on pop-up form
- report with done issues
- access to detail view of the page
- schedule new call or meeting and add new tasks
Most popular Kanban Views
Board builds on Opportunities module. Opportunities group by sales stages. This board helps user to manage all opportunities on a single page in a convenient and simple view.
Board builds on Leads module. Leads group by status. Purpose is very similar to the board above.
Board builds on Account module. Accounts group by status. This board is very useful if users do not work with lead module and presales activities are going in Account module.
Support Team board
Board builds on Cases module. Cases group by status. It helps to lead open cases through all work stages.
Board builds on Project module. Projects group by status.
Board builds on Tasks module. Tasks group by status. Actually, this board is a classic application of Kanban board. It is mostly used in agile project management.
Other add-ons of interest
Visual Sales Pipeline
Visual Sales Pipeline is the perfect tool for sales managers and representatives to visually manage what's upcoming in their pipelines. The perfect compliment for sales meetings.
Easily plan and manage projects as part of your sales, marketing and internal planning and execution process. Our flexible project management solution for Sugar will help your whole team stay organized and focused on execution while bringing transparency and visibility into the whole process.