Kanban Board for Zoho CRM

Segregate your sales data to get a better picture of how leads are progressing through your pipeline.

Built for: CRM Developed by: Zoho Corporation
3.5k+ Installs
  ( 42 )

A Kanban board is a visual tool that depicts your business workflow and gives you real-time visibility into various stages of your sales pipeline. The Kanban Board extension for Zoho CRM provides an organized way to keep track of all the required activities, tasks, and data within Zoho CRM. It visualizes the big picture for you so you can invest your time and effort in driving sales—not tracking where each deal is in the pipeline or how many tasks your team has pending.
The extension lets you create multiple boards based on a module's list view or ownership of records. Based on the fields you select from a dropdown list, it segregates the data into columns for a streamlined overview. You can create Kanban boards for both standard and custom modules.

Key Features:

  • Create Kanban boards based on your list views.
  • Make segregating your CRM data as simple and effective as placing sticky notes on a board.
  • Automatically update your Kanban board to reflect changes made in Zoho CRM, and vice versa.
  • Adjust your sales tactics based on the latest information to help win more deals.

Give your team a way to segregate sales data into something as simple and effective as sticky notes on a board. Get better work insights and make better decisions with the Kanban Board Extension for Zoho CRM.

Tags

Deployment type Zoho platform
Published date Jul 6, 2016
Version 1.0
Latest Released date Sep 3, 2024
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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