Make Empowered Decisions with a 360-Degree View of SuiteCRM Activity

12/02/20 11:15 AM By Mark


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."

Source: SuiteCRM