All Features
Visual Pipeline Management

Kanban & Visual Views

Kanban boards with drag-and-drop status changes, table views with advanced filtering, saved views, and Cmd/Ctrl+K search.

The Problem

Spreadsheet-style CRM views make it hard to see the big picture. Drag-and-drop tools are bolted on as afterthoughts with limited customization.

The Solution

Kantos ships native Kanban boards driven by your status fields, alongside table views with 8+ filter operators, column management, and saved views.

Key Capabilities

Everything Kanban & Visual Views offers out of the box.

  • Kanban Boards

    Drag-and-drop status changes with auto-generated boards from any status field. Give a status a target time, such as seven days in Pack Sent, and cards that stay longer are marked overdue and counted on your home page. Today lists each person’s jobs in one place: follow-ups due, overdue records, labels to fix and conversations handed to them.

  • Clients Choose When

    A client not ready yet? Send them a link to pick when they want to hear from you again, and whether by email or WhatsApp. You get a follow-up that day, both of you can add it to your calendar, and they get one reminder from you on the day. The page can open on your own website. Every follow-up can go in your calendar too, and the Follow-ups page shows the whole team’s in one list: links still waiting for an answer, what’s coming up and what was done.

  • Advanced Table View

    Search, 8+ filter operators, sorting, pagination, column visibility/order, and inline selection. Filters list the values your records already hold, with how many records have each, so you pick a city or a campaign instead of typing it from memory. Every list of fields, in filters, reports, automations and column settings, is in A to Z order with a search box, so you find one field among hundreds by typing part of its name.

  • Saved Views

    Save the columns you use as named views, share them with your team, and set a default view for each object.

  • Keyboard Shortcuts

    Cmd/Ctrl+K finds records, pages, templates and help articles by name, email, phone or code, and opens them in one keystroke.

Use Cases

How teams use Kanban & Visual Views

Sales Pipeline

Drag deals across stages on a Kanban board, with a count of the deals in each column.

Support Ticket Triage

Use table filters to find urgent tickets, then switch to Kanban to manage resolution status.

Explore More

Related Features

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