We've shipped the CRM Kanban board — a visual, drag-and-drop pipeline that makes managing your sales opportunities faster and more intuitive.
What's New
Your CRM pipeline is now a Kanban board with columns for each stage: New, Contacted, Qualified, Proposal, Negotiation, Won, and Lost.
- Drag and drop deals between stages — the system updates the stage instantly
- Priority indicators so you can see which deals need attention today
- Revenue display on every card showing expected deal value
- Customer name linked directly to the contact record
Why It Matters
Most UK SMEs manage their pipeline in spreadsheets or disconnected tools. The Kanban board gives your team a single, visual view of every active deal. Stalled opportunities are obvious. Hot deals get attention. Your weekly pipeline review takes minutes instead of an hour.
Access the Kanban board from CRM in your dashboard sidebar.