Kanban CRM

Kanban CRM
Created for task management and interaction with clients. Based on real events. Given the successful experience of implementing LEAN, Agile, Kanban, SCRUM for 15 years.

Usage scenarios

Weekly planning

We open the kanban in the plan mode.
We work with kanban from left to right. From the New column to the Unexpired column.
The New column is processed from the beginning in the In-Work kanban.
We monitor the total load by week.
We plan at least once a week.


Daily planning

We open the kanban in the work mode.
We mark the automatically created Planning task with a check mark in the lower right corner, placing it in the task for the day. Go to the tab Tasks for the day and turn on the timing for this task.
We process the New column. For each task, we make a decision: to start execution or to plan the start of work later. In the first case, we move the task to the first working column, in the second - to the backlog. The processing frequency of the Novi column corresponds to the team's work schedule. It is recommended from 5 minutes to 2 working days.
After processing the New column, we work with the kanban from right to left. From the To handover column to the first working column.
We monitor the overall workload of employees and the team as a whole. We apply a filter by employee. We limit the employee and the team as a whole in the number of tasks at work.
Mark the tasks with which we plan to work with a mark in the lower right corner, placing it in the task for the day.
We monitor the indicator of the task In work. Tasks with a higher value of this indicator have a higher priority when placing tasks in plans for the day.
Go to the Tasks per day tab and set the scheduled hours of execution for each task per day. We follow the general plans for the day.
We plan at least once a day.


Registration of sales, leads, deals, services

We open the kanban in the work mode.
We create a new task.
Fill in the description.
By default, the client field is filled in as the end user. If the task concerns a separate legal entity, then change the counterparty field by entering part of the name and then selecting from the list. If the client is not found, the add button appears in the input field. Click this button and create a new client.
Fill in the contact person field by entering part of the contact person's last name or phone number. If the contact is not found, the add button appears in the input field. Click this button and create a new contact.
If the client is not registered on the portal or in the Telegram bot, then the invitation buttons for registration are active on the form. We offer the client to register, for notifications about a change in the status of the task and send a request.