Kanban

Boost sales with Kanban view

90% of information transmitted to the brain is visual. Visual management tools can help us see and recognize what’s important quickly. Kanban boards are excellent visual tools that can help improve information processing and facilitate decision-making to close more deals, faster.

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What can Kanban do for your sales pipeline?

Supercharge your sales pipeline management with a powerful visual tool

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Supercharge your sales pipeline

Leverage this powerful visual tool to prioritize tasks, balance demand and close more deals!

A Kanban view can provide a more intuitive understanding compared to traditional tabular or list views.

Kanban boards are excellent tools for workflows, providing a visual approach to task management

Quickly identify the most valuable tasks or which deals require immediate attention to prevent missed opportunities.

Visualize victory with a Kanban view

See the exact information you need at a glance in a Kanban view. Streamline your view of deals for better processing and decision-making.

A Kanban view can provide a more intuitive understanding compared to a list view, which can sometimes be overwhelming or difficult to interpret.

Elevate your workflow management

Kanban boards are excellent tools for workflows, providing a visual approach to task management. With our new Kanban view, enjoy easy access to popular actions to ensure your deals are advancing.

Prioritize your time and focus

By organizing deals, companies, and people into columns based on their pipeline stage, sales reps can quickly identify which deals require immediate attention. This helps prevent important opportunities from slipping through the cracks, providing visibility into the most valuable tasks.

FAQs About Pipeline CRM’s Kanban View

Find the answer to your question here. If you don’t see it, please feel free to contact us.

How Can The Kanban View Help Me Close More Deals?

Pipeline CRM’s Kanban view gives you a clear, visual layout of your sales pipeline—so you always know which deals need attention. By organizing deals into columns based on their funnel stage (such as discovery, qualified, won, etc.), you can prioritize high-value tasks, prevent bottlenecks, and maintain momentum toward closing deals.

How is Pipeline CRM’s Kanban View Better Than Other CRMs?

Pipeline CRM’s Kanban View is designed for practical sales teams in industries like construction, logistics, and manufacturing, where deals have long cycles and multiple stakeholders. Unlike other complex CRMs, our Kanban View prioritizes visual clarity, real-time updates, and simple actions such as drag-and-drop changes, bulk editing, and cross-pipeline filtering. It helps your team stay aligned and focused on advancing deals without distractions.

Can I Switch Between Kanban and List View?

Yes, you can toggle between Kanban and list views at any time, depending on your preference. This makes it easy to shift from visual planning to detail-driven work without losing context.

Can I Use My Saved Data Filters and Pipelines in Kanban View?

You can import filters from your favorite list views, toggle between pipelines, and create new data filters on the fly. This keeps your board relevant and actionable—so you’re always focused on the right deals.

See how Pipeline CRM can boost your sales