View and manage all your SugarCRM data with an interactive Kanban view, where you can conveniently schedule calls, tasks, events and send emails. With RT SugarBoards, a glimpse is all you need to work faster and better.
Work faster and better with a Kanban view in your SugarCRM. Drive actionable insights at a glance for business efficiency, use the drag-and-drop interface to manage your pipelines, and identify bottlenecks easily – all with the RT SugarBoards plugin.
About RT SugarBoards
Data is important, but how you make use of it makes all the difference. A great database can only take you so far if you can’t find the right data at the right time. Solve these issues with our SugarCRM plugin that adds a Kanban view to all SugarCRM modules.
RT SugarBoards seamlessly integrates with SugarCRM and helps you increase business efficiency with dynamic columns, drag-and-drop features, and a host of other functionalities so that you have everything you need right in front of you.
Easy Access to Data
Have a complete view of all your data at the ease of a click with the RT SugarBoards. Manage your data with columns/cards and change statuses with drag and drop.
Take team synchronization a step further and stay on top of leads and opportunities using activity buttons and color labels for a more user-intuitive experience.
Leverage the optimized cards and filters to make your work simple and get more done in less time.
Stay on track with your team members on each project stage to ensure you never miss a deadline and achieve all goals in time.
What Are the Rest of the Features?
RT SugarBoards is packed with features with so much to explore and get your hands on. Here is a list of how RT SugarBoards can enhance productivity and get more work done in less time:
Dynamic Columns and Cards
Get all the data from your Sugar in columns and cards for quick retrieval of information. The intuitive user interface automatically creates columns from your status field making it more interactive and easy to use.
Drag and Drop Functionality
Easily drag and drop different fields on the card to move records from one stage to another from leads to closing a deal.
Interactive Action Items
Get all the information in a single view with user initials, photo and last modification time. Streamline your processes with different activity buttons to create emails, tasks, meetings and log calls from within the Kanban view.
Label Your Cards
Easily edit cards for a personalized user experience that removes clutter and highlights important items using color labels. You can also mark favorites and upload user photos.
Flexible User Interface
There are many ways to view your records with RT SugarBoards. Other than the default option to view all your records in the form cards, by clicking on them you can collapse them for more information as well as go into the detailed view. If a quick overview is what you want, you can also bring up details on the preview pane on the left side of the screen.
Filtered Search Integration
No need to scroll large data to find relevant information. Just use the search bar and get all the information about records within the Kanban view.
Free 30 days Trial
What are you waiting for? Save your time and effort and start RT SugarBoards trial today! Click on the View Pricing button below and get started.
We provide instant support for RT SugarBoards. You can contact us at email@example.com or create a case/question for us. We look forwarding to helping you! Visit our Official website to know more about us and our solution.
RT SugarBoards Documents
Click on the following links to have a quick look at RT SugarBoards User Guide:
* Sugar 8 and up - User Guide
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