Trello-style kanban boards linked to accounts, deals, and runbooks.
Trello-style kanban boards that link directly to your accounts, contacts, opportunities, and runbooks — so the work in your boards always traces back to the records that matter.
What's included
Drag-and-drop columns & cards
Link cards to CRM records & runbooks
Share boards with partner orgs
About this module
Generic kanban tools force you to copy context into card titles and hope it stays in sync with the source of truth. Boards are different: every card can be linked to a CRM record, an opportunity, a runbook, or a planning task — and the link goes both ways. Open the linked record and you can see what board the work lives on.
Boards are also shareable across organisations. Invite a partner org to a single board to coordinate a co-sell deal, a joint implementation, or a customer-facing onboarding plan — without giving them access to the rest of your CRM.
What you can do with it
Run a sales pipeline kanban with cards linked to live opportunities
Track customer onboarding tasks shared with the customer's point of contact
Coordinate a co-sell deal with a partner org on a single shared board
Manage internal sprints with cards that link back to runbooks and planning tasks
Get this module
Free for all Turtini organizations.
Who it's for
- Sales and customer success teams who already live in kanban boards
- Account managers who want a visual workflow tied back to their CRM records
- Operations leaders coordinating cross-org work with partners or customers
Details
- Category
- CRM
- Pricing
- Free
- Built by
- Badge
- New