RT SugarBoards is a view-based plugin that lets you optimize data with the power of an interactive Kanban view. This unique SugarCRM plugin allows you to easily view and manage all your CRM data, seamlessly manage your pipeline and derive actionable insights. With RT SugarBoards, you can also:
- Get a holistic view of your CRM data with the ease of a click through dynamic columns and cards
- Stay on top of leads by leveraging interactive action items to make calls, schedule meetings, and manage tasks
- Color code cards for an intuitive user experience and keep your data organized and easily accessible with filtered search integration
- Leverage drag-and-drop features to move records from one stage to another and remove all bottlenecks in communication
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