by Rolustech

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.

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Notice

Development for RT SugarBoards is being suspended. However, we will continue to provide support for the latest release for the foreseeable future, until we can make a decision that suits both the users and the development team. The plugin is compatible with SugarCRM v. 13.1 as of its latest release.

We apologize for any inconvenience this may cause, but to maintain the quality of our products and services, we deem this is a necessary step. If you have any queries or concerns, please contact product.support@rolustech.com to talk to our representatives.

Bring Kanban View to all your Sugar modules!

Data is important, but how you make use of it makes all the difference. A great database can only take you so far. Quickly understand the big picture of your data and determine the next steps with the 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 plenty of other useful features so that you have everything you need right in front of you.

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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.

Increase Adoption

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.

Boost Productivity

Leverage the optimized cards and filters to make your work simple and get more done in less time.

Track Progress

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.

Quick Walkthrough

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.

Contact Us

We provide instant support for RT SugarBoards. You can contact us at product.support@rolustech.com or create a case/question for us. We look forward to helping you! Visit our Official website to know more about us and our solution.

RT SugarBoards Documents

Click on the link on this page to download the documentations

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