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.
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.