Managing tasks and staying organized is crucial for the success of any business. Now, even if you are leveraging the best CRM software to skyrocket your business growth, have seamless communication with all stakeholders and deliver unmatchable customer experiences- it’s important to manage all the data and gain greater visibility in your workflows.
So, how should one go about it?
The best way is to invest in SuiteCRM as it is open-source, flexible and has an intuitive user-interface. The next step would be leveraging the best SuiteCRM plugin to make the most of your CRM data, manage tasks effectively, streamline activity management and stay on top of things.
So, let’s dive in to learn more about how DynamicBoards will boost your business growth and what makes it the best CRM plugin for task management.
Simplified User Adoption with Interactive User Interface
This popular SuiteCRM plugin makes it a breeze to understand your data with just a glimpse. With an interactive and flexible user interface, DynamicBoards is easy to use and helps boost the productivity of the CRM users. It allows users to switch between the detailed view and collapsible view to find the information quickly and get tasks done fast. Additionally, users can also create columns and retrieve information to visualize their workflows.
Streamline the Sales Pipeline with Drag and Drop Functionality
What’s better than leveraging drag and drop functionality to manage records and stay organized. Simply, drag and drop the Kanban cards through different stages of the sales funnel and close more deals. From lead capturing to winning a deal, you can keep track of your sales pipeline with the help of DynamicBoards in your SuiteCRM. Moreover, you can also utilize the success/failure drop area in DynamicBoards to track your performance and improve.
Optimize Data by Color Coding Cards
Enjoy a personalized user experience with DynamicBoards by color coding cards to optimize data management and have seamless workflows. This feature helps users in making the most of their data in Kanban view and prioritize tasks to drive higher efficiency. This isn’t all. With DynamicBoards, you can also mark cards as favorites to stay organized and ensure that you don’t miss any important information.
Easy Access to Information with Quick Search Integration
Have a huge database in your CRM but don’t know how to utilize it to gain a competitive advantage? No need to worry as DynamicBoards is the perfect solution for finding all the relevant information easily. With filtered search integration, you can easily find the relevant information within the kanban view and cut the hassle of scrolling through large files.
Boost Productivity with Quick Activity Buttons
DynamicBoards has interactive cards with quick activity buttons that allow users to log calls, create emails and schedule meetings from within the Kanban view. Additionally, you can also enjoy a personalized experience by uploading user profile photos, viewing user initials and the last modification date.
Ready To Make the Most of Your SuiteCRM with DynamicBoards?
With DynamicBoards, you can streamline your activity pipeline, remove all bottlenecks in communication, optimize data and visualize workflows. Moreover, the best part is that this SuiteCRM plugin lets you do all this in your CRM from within the Kanban view. Now, if you are thinking about how DynamicBoards will fit your business needs, look no further as our SuiteCRM Services Team has got you covered.
RT Dynamic, being an Official SuiteCRM Experts firm, is proficient in the provision of services including SuiteCRM Migration, Integration, Customization and Support. Get in touch by filling out the Contact form. We will be glad to assist you!
