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What you can do with the card?

Quick Activities

Instantly create an activity and relate it to the record. The band of icons changes dynamically based on the module.

Time Stamp

Find the time since the record was last modified as well as the user who modified it.

Mark As Favorite

Records can be marked as Favorites directly from the cards in the Opportunities & Quotes Module

Detailed Preview

Click to open a detailed preview of the card on the side pane.

Quick Edit

Click the ellipsis menu and click edit to open the Edit Drawer to make changes to the record directly.

Category

A designated color label for quick identification of the lead source.

+1 – 114 – 290 – 3818

Expected Close Date

2020-10-30

Account Name

Overhead & Underfoot Ltd.

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by Will Westin

About RT SugarBoards

Data is important, but how you make use of it makes all the difference. A great database can only take you so far if you can’t find the right data at the right time. Solve these issues with our SugarCRM Plugin that adds a Kanban view to all SugarCRM modules.

RTSugarBoards seamlessly integrates with Sugar and helps you increase business efficiency with dynamic columns, drag-and-drop features, and a host of other functionalities so that you have everything you need right in front of you.

Work faster and better with a Kanban view in your Sugar. Drive actionable insights at a glance for business efficiency, use the drag-and-drop interface to manage your pipelines, and identify bottlenecks easily; all with RT SugarBoards

Easy Access to Data

Have a complete view of all your data at the ease of a click with the RT SugarBoards. Manage your data with columns/cards and change statuses with drag and drop.

Increase Adoption

Take team synchronization a step further and stay on top of leads and opportunities using activity buttons and color labels for a more user-intuitive experience.

Boost Productivity

Leverage the optimized cards and filters to make your work simple and get more done in less time.

Track Progress

Stay on track with your team members on each project stage to ensure you never miss a deadline and achieve all goals in time.

A Walkthrough of RT SugarBoards

features

Dynamic Columns and Cards

Get all the data from your Sugar in columns and cards for quick retrieval of information. The intuitive user interface automatically creates columns from your status field making it more interactive and easy to use.

Drag and Drop Functionality

Easily drag and drop different fields on the card to move records from one stage to another from leads to closing a deal. This will allow the users to hit the ground running by managing multiple pipelines and keeping track of all sales activities.

Interactive Action Items

Get all the information in a single view with user initials, photo and last modification time. Streamline your processes with different activity buttons to create emails, tasks, meetings, and log calls from within the Kanban view.

Label Your Cards

Simply edit cards for a personalized user experience that removes clutter and highlights important items using color labels. You can also mark or unmark favorites and upload user photos to manage records better.

Flexible User Interface

There are many ways to view your records with RT SugarBoards. Other than the default option to view all your records in the form of cards, by clicking on them you can collapse them for more information as well as go into the detailed view.

Filtered Search Integration

No need to scroll large data to find relevant information as you can easily retrieve it and save time. Just use the search bar and get all the information about records within the Kanban view to get quick results.

Grab yours now!

Some more reasons why our product will cause a massive change in the future of technology. 

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Pricing Plans

Monthly
Annual
Starting at
$99/mo

$49/mo

$50 savings*

Monthly Plan

  • Support Included

  • License for one production Sugar instance

  • Works with these editions:

      • Professional
      • Enterprise
  • Works with versions 8.0.0 – 9.2.x

Get It Now
Starting at
$990/yr
$490/yr

$500 savings*

Yearly Plan

  • Support Included

  • License for one production Sugar instance

  • Works with these editions:

      • Professional
      • Enterprise
  • Works with versions 8.0.0 – 9.2.x

Get It Now
Starting at
$120/mo

$99/yr

$20.50 savings*

Monthly Plan

  • Support Included

  • License for one production Sugar instance

  • Works with these editions:

      • Professional
      • Enterprise
  • Works with versions 8.0.0 – 9.2.x

Get It Now
Starting at
$190/yr
$990/yr

$250.50 savings*

Yearly Plan

  • Support Included

  • License for one production Sugar instance

  • Works with these editions:

      • Professional
      • Enterprise
  • Works with versions 8.0.0 – 9.2.x

Get It Now

INSTALLATION GUIDE

Installing RT SugarBoards is easy and simple. Download the guide below and get started quick!

Download guide

REVIEWS

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Designer

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