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

    • Allow Multiple Scheduled Appointments with Zoho Support

      Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

    • attributed automatically database section

      Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Domain not usable

      We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please see

    • Bigin iOS, macOS and Android app update - File Cabinet

      Hello Everyone! In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use

    • Sorting and previewing notes

      I use the method of sorting notes by edit date in both the desktop and android clients, newest notes on top. When I edit a note on Android and exit it to the notebook, it does not move to the very top. Only when I exit the notebook and enter it again,

    • Noto Sans numericals appearance changed?

      Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?

    • Power of Automation :: Automatically close the associated tasks once the Issues are closed

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have

    • Meeting vs Zoom and why we are moving

      Dear Meeting team,                                   I want to share my thoughts on Meeting vs Zoom and explain why we are moving back to Zoom for all our video conferencing, even though it is part of our Zoho One Subscription. 1). Video & Audio quality - We see a significant downgrade in video quality when using Meeting vs Zoom, even when using the same internet connections.  Meeting video is blurry and not sharp compared to Zoom.  Audio is also hit and miss on Meeting with frequent drop outs and

    • Functions - How to pass Dynamic Parameters / Arguments?

      I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

    • Import from GoHighLevel to Zoho CRM

      Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zoho

    • booking link that expires

      I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

    • Locking Certain Feilds

      Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"

    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

    • US to EU Data Migration done / Workflows and Custom Functions stopped working

      Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

    • Track Contact's Employment/Account History

      Thank you in advance for all of your help! Is there a way, within Zoho, to keep track of a contact's employment history? For example, if John Doe is my contact at Account 1, but leaves the company and is hired by Account 2, can I... ...maintain John Doe as a former employee under Account 1, while simultaneously listing him as a current employee of Account 2? ...view John Doe's employment history on his contact page in addition to the account he is currently associated with? I'm sure there is a way

    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

    • Leads and Deals Issue

      Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

    • QR codes in templates

      I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

    • How do I hide all leads from Standard users in my CRM ZOHO

      I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

    • Custom view for Milestones

      Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

    • How to Implement Time-Based Filters in Zoho Workflows?

      Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

    • is there a better way to routinely export my project timesheets?

      Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

    • Portal Default View

      Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

    • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

      The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Does zoho rest api support token exchange from microsoft entra id token

      i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

    • Important: DKIM verification needed for unauthenticated email domains

      Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

    • How do I define a weekend

      I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

    • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

      Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

    • Custom Status for Purchase Orders

      Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

    • Remove Address from credit card payment

      I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

      Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

    • Copy Widget to another Dashboard

      I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

    • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

      I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

      🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

    • Next Page