Streamline communication, organize data, manage pipelines, visualize workflows and much more in SuiteCRM by leveraging Kanban methodology.
Skyrocket your business growth with actionable insights and leverage drag and drop features to streamline the pipeline for seamless communication, all through DynamicBoards.
RT Dynamic has 11+ years of experience in CRM development and 6 years of exclusive SuiteCRM experience. With unprecedented growth, RT Dynamic is always trying to improve the user experience of SuiteCRM users. This meant innovation at a fast pace and endless efforts to introduce SuiteCRM plugins that users will love!
DynamicBoards is the latest SuiteCRM plugin introduced by RT Dynamic to leverage data optimization, streamline task management and boost productivity. With DynamicBoards, you can get instant access to all the required information with the power of Kanban view added to SuiteCRM modules.
With an intuitive user-interface, DynamicBoards is easy to use and allows users to quickly create columns and retrieve information.
Leverage the drag and drop functionality to move records during different stages of closing a deal with a success/failure stage drop area.
Along with interactive action items such as user initials, user profile photo and last modification date, the activity buttons in the Kanban view let you create emails, log calls, and schedule meetings.
With a flexible user interface, you can view and edit records in the form of Kanban cards, click them for a collapsible view or simply click the link for a detailed preview of records.
Personalize your cards with color coding and marking favorites to highlight important items for seamless business processes.
With filtered search integration within the Kanban view, simply use the search bar to instantly get the relevant information and cut the hassle of scrolling.
- $ 45/Monthly
- Monthly Plan
- Support Included
- License for one production SuiteCRM instance
- Works with versions 7.9.0 - 7.11.10
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