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

    • Show Call History During a Blueprint Transition in Leads Module

      Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have

    • Múltiple Deals when converting a Lead

      Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • How to delete more than 100 leads at a time.

      We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.

    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

    • Canvas for related lists

      Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?

    • Standalone custom function not generating logs

      Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.

    • Show Zoho Books Retainer Invoice in Zoho CRM

      Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley

    • Feature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration

      Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoice

    • ACR Phone mobile app for logging phone calls into Zoho CRM

      ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

    • New in Zoho Sign: Allow recipients to review and change associated recipients

      Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures

    • How can I throw an error / terminate the flow from within a custom function?

      As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more

    • Multiple Zoho Attendees in a Customer meeting

      We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

    • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

      @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

    • iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

      Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.

    • Multi-Select lookup field has reached its maximum??

      Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

    • NOW Zoho Creator still cannot bulk download Image or File Upload Field

      The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

    • CRM API Search Record for Last Name equals "."

      When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

    • MS PowerApps Custom Connector

      Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

    • Zdk-cli

      As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

    • Se puede mover un Cliente de un modulo a otro personalizado

      Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

    • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

      I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

    • If Problema Formula

      Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

    • Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

      So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

    • How to Move OST to PST without Outlook

      MailsDaddy OST to PST Converter is an outstanding solution that help users to complete the conversion task without hassle. It offers users to convert multiple OST files into PST format with complete data security. Here users can open and access the complete

    • Zoho Creator Populate radio field with values with all the created rows subfor

      I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Commerce service

      If I am selling a service in Commerce, how do I turn off shipping?

    • Customer Portal Zoho Desk | Sort ticket list

      Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

    • Train Zia answer bot on only part of Knowledge Base?

      We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

    • Customer/item(s) bought view

      Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

    • ERROR: Product type cannot be changed for Items having transactions.

      I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

    • Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose

      New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.

    • WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order

      Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.

    • ZOHO Desk-Enable Ticket Notification sound

      Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?

    • Differentiating between invoice templates when adding custom fields

      We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

    • Batch Tracking Enhancements In Zoho Inventory

      Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

    • CRM to Writer Mail Merge Preview not working

      When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

    • Workflow not triggered by custom function field update

      I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I

    • Version history for Zoho CRM Functions

      Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.

    • Next Page