Streamline your sales process with the Kanban Board extension for Zoho CRM

Streamline your sales process with the Kanban Board extension for Zoho CRM



Hello Zoho CRM Community,

Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks, and projects more efficiently using the Kanban methodology.

What is a Kanban board?
A Kanban board is a visual management tool used to streamline workflows by organizing tasks into columns representing different work stages. It provides teams with a clear overview of their tasks, helps prioritize activities, and improves efficiency by reducing waste and bottlenecks. Businesses find Kanban boards essential for enhancing productivity, fostering collaboration, and ensuring tasks are completed smoothly and on time.

What is the Kanban Board extension?
The Kanban Board extension simplifies your Zoho CRM data into a visual workflow that makes managing and tracking your progress a breeze. It uses cards and columns to represent tasks and their statuses to provide a clear and intuitive overview of your sales and project management processes. Best of all, the Kanban Board extension for Zoho CRM is available for free on the Zoho Marketplace, making it even more accessible and user friendly.

If you're looking to accelerate your sales process and increase team productivity, the Kanban Board for Zoho CRM extension is the ideal solution. This powerful tool seamlessly integrates with Zoho CRM, visually representing your sales pipeline and tasks within your CRM environment. It transforms complex sales data into an easy-to-navigate Kanban board, enabling you to manage leads, deals, and activities effortlessly.

Key features of the extension
  • Visual workflow management: The Kanban Board extension transforms your sales process into a visually engaging, drag-and-drop board. Each stage of your pipeline is represented as a column with deals, tasks, and activities displayed as movable cards. This clear visual representation helps you instantly understand the status of your projects, identify bottlenecks, and streamline your workflow.
  • Boost productivity: With a quick drag and drop, you can move tasks across different stages of your sales process. This intuitive functionality reduces time spent on administrative tasks, allowing your team to focus on what they do best—closing deals and serving customers.
  • Customizable boards: The extension is fully customizable to fit your specific sales process. You can create, rename, and rearrange columns to match your stages, add custom labels for easy identification, and personalize cards with essential details. This flexibility ensures the board adapts to your business.
  • Foster improved collaboration: The Kanban Board extension allows for real-time updates so everyone can see the latest changes and stay aligned, facilitating smoother communication and coordination.
  • Streamline your sales process: The Kanban Board provides a clear, visual overview of your sales activities, streamlining your entire sales process. From initial contact to closing the deal, every stage is clearly defined and easily manageable, leading to a more efficient sales cycle and higher conversion rates.
Transform your Zoho CRM experience with the Kanban Board extension. It's not just about managing tasks; it's about revolutionizing your sales process. This powerful tool has the potential to enhance team collaboration, drive productivity, and make smarter, data-driven decisions. Don't wait—try the Kanban Board for Zoho CRM today and experience the transformative difference it can make in your sales management.

Please read our help documentation to learn about configuring the extension and other important details. For additional similar extensions, you can explore Zoho Marketplace.

If you have any questions, please leave a comment below or contact us at support@zohomarketplace.com. We will gladly assist you!



        • Recent Topics

        • How to remove some users in zoho accounts

          How to remove some users in Zoho accounts.

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

        • I can't log in to my account on Thunderbird

          I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

        • Sorten the domain of zoho mail ids

          I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

        • Weekly Tips : Customize your Zoho Mail Notifications

          In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling

        • How to move emails to Shared Mailbox?

          Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

        • Email task creator when task is updated/marked complete

          I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed

        • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

          Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the

        • Download API file contents from browser

          Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)

        • March 15, 2023: Zoho Docs is discontinued

          As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

        • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

          I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

        • Adding a Channel to SalesIQ

          I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle

        • DataPrep Bigquery Connection failed

          Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.

        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

        • Important Features Missing

          Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

        • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

          Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

        • Currency selector (based on variable) usage in comparsion

          Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

        • Customize Column in Projects - Default View for Template?

          Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

        • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

          Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

        • Multi-Page Forms in Zoho Creator!

          Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

        • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

          Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

        • Email login error

          Login successfully but email page error

        • Shared Mailboxes Disappeared

          Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

        • Remote Server is misconfigured

          Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

        • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

          I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

        • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

          Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

        • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

          Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your

        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

        • Alias Name (on items) use case in Zoho inventory

          Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

        • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

          I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

        • Send e-mail with attachments

          Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

        • How to I get checkboxes on a subform to update via deluge

          Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

        • CRM Related list table in Zoho analytics

          In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.

        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

        • Add Webhook Response Module to Zoho Flow

          Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements

        • Your bot just got smarter: AI-Powered routing that reads between the lines

          What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

        • Tips & tricks: Make SalesIQ automations work for you

          Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

        • Next Page