In today’s fast-paced business environment, making the most out of your data is key to staying ahead. Imagine having a 360-degree view of your activities at your fingertips, where you can effortlessly manage Leads, Opportunities, and Cases in your SuiteCRM. Enter Dynamic Boards—the revolutionary add-on bringing Kanban capabilities to your SuiteCRM for enhanced efficiency and transparency.
Dynamic Boards by RT Dynamic transforms your SuiteCRM experience with an intuitive Kanban interface. This add-on allows users to schedule calls, organize tasks, send emails, and get much more done, using the power of Kanban. Despite development for the feature being temporarily suspended, RT Dynamic continues to provide support for the latest release to ensure seamless user experience.
Unlock Efficiency with Kanban Views
Dynamic Boards offers a Kanban view with drag-and-drop functionality in your SuiteCRM modules. This means sales reps and executives can view their sales pipeline holistically and identify bottlenecks at a glance. The Kanban view allows users to streamline status updates and accelerates decision-making.
Save Time with Intuitive Features
With activity buttons and color labels in an easy-to-use interface, Dynamic Boards promotes higher user adoption. Users can manage tasks effectively with activity buttons on the cards—whether it’s scheduling calls or sending follow-up emails. The drag-and-drop feature allows records to be moved through various deal stages easily, benefiting all levels of your organization.
Stay on Top of Your Game
Dynamic Boards keeps you ahead of deadlines by facilitating effective team performance tracking. Through visualizations like user initials, profile photos, last modification dates, and more, you can access comprehensive insights quickly, ensuring no piece of information is overlooked.
Customized Workflow Management
With dynamic columns and cards, users can personalize their experiences—color coding favorites and accessing filtered searches for efficiency. The add-on’s flexibility allows viewing and editing tasks in various forms, offering unprecedented control over data management.
Get Started with Dynamic Boards
Embrace the future of CRM data management by trying Dynamic Boards today. For pricing details and to initiate your free trial, visit our suite. Get instant support by contacting product.support@rtdynamic.com or explore other solutions on our official website.
Optimize your tasks, revolutionize your workflow, and propel your business toward success with Dynamic Boards. Don’t miss the opportunity to integrate Kanban capabilities into your SuiteCRM for unrivaled transparency and effectiveness.
