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Kanban board CRM: see the progress of every job

See enquiries, jobs and quotes as cards in columns, one for each step, or as a plain list with one click. The board shows what is stuck, and the list lets you check each one in turn.

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Progress boards in CIPHER CRM

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Progress boards in CIPHER CRM, often called Kanban boards, show leads, 📋 projects, tasks, proposals and estimates as cards in columns, one column for each step, with a plain list one click away.

You drag leads from step to step, and on proposals and estimates you can add, rename, reorder and recolor the steps.

The Done and Cancelled columns start closed on the task board, so open work fills the screen. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

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Definition

What is a Kanban board in a CRM?

A kanban board CRM shows your records as cards in columns, one column for each stage, so you can see at a glance where everything stands. A list view shows the same records as rows. In CIPHER CRM you can switch between the two wherever a pipeline makes sense, and your clients see their own projects the same way in the portal.

CIPHER CRM offers two views for any module where work moves through stages. Leads, projects, tasks, proposals and estimates can each be shown as a list or as a Kanban board, with one click to switch. On the lead board you can drag a card from one stage to the next, optional deal-value totals sit on each stage, and empty stages stay visible so the shape of the pipeline never changes. Proposals and estimates run on custom pipelines the owner can edit by adding stages, renaming them, reordering them and changing their colors. On the task board, Done and Cancelled start collapsed, which keeps finished work out of the way. Lead and project statuses are set in settings, so the columns use the words your business uses. Clients get the same list or board choice for their own projects in the customer portal. Both views come with every plan, for all 192+ businesses that use CIPHER CRM.

Progress boards in CIPHER CRM
The problem

What happens without progress boards

Your pipeline lives in a spreadsheet, so seeing where deals stand means reading row after row.

Some days you want a board and some days a long list, and your tool only offers one.

The stages in your software do not match how your business works, and changing them feels like a project of its own.

Finished tasks pile up in the last column until the board is too long to use.

Empty stages vanish from the board, so you cannot see where the gaps in your pipeline are.

What slips without Progress boards
Capabilities

What you can do with progress boards

  • List or board, one click apart

    Leads, projects, tasks, proposals and estimates each switch between a list and a Kanban board with one click.

  • Drag leads between stages

    On the lead board you drag a card to the next stage, with optional deal-value totals on every column.

    sales pipeline software

  • Pipelines you can edit

    Add, rename, reorder and recolor the stages on your proposal and estimate pipelines.

    proposal software

  • Finished tasks tucked away

    Done and Cancelled start collapsed on the task board, so open work fills the screen.

    task management crm

  • Stages in your own words

    Lead and project statuses are set in settings, so the board columns match what your team calls each stage.

  • Clients see a board too

    In the customer portal, clients can view their own projects as a list or a board.

    client task request portal
Why CIPHER

Why progress boards are better in CIPHER

Many CRMs give you one fixed pipeline and one way to look at it. We let you switch views and shape the stages yourself.

  • Both views, no setup

    The list and the board are there from day one on every module where a pipeline fits.

  • Stages you own

    Proposal and estimate pipelines are fully editable, and lead and project statuses are yours to set.

  • A board that stays readable

    Collapsed Done and Cancelled task stages and always-visible empty lead stages keep the board honest and short.

  • The same view for clients

    Clients see their projects by status in the portal, so both sides picture the work the same way.

How it works

How progress boards work in CIPHER CRM

  1. Open a module

    Go to leads, projects, tasks, proposals or estimates.

  2. Pick list or board

    Use the view switch to flip between rows and columns whenever you like.

  3. Set your stages

    Name lead and project statuses in settings, and edit the proposal and estimate pipelines to fit.

  4. Move work along

    Drag leads between stages, or change a record's status to move its card to the right column.

  5. Keep the board clean

    Leave Done and Cancelled collapsed on tasks and open them only when you need to look back.

In action

Progress boards in action, by industry

Real Estate

A real estate agency runs its buyer leads on the board and drags each card from site visit to negotiation as the deals move.

Media

A video production house adds a 'client review' stage to its proposal pipeline and colors it amber so it stands out on the board.

Manufacturing

A machine shop flips its task board to a list to scan forty open jobs, then back to the board for the morning huddle.

Architecture & Design

An architecture firm tracks each design project on the board by status, and the client follows the same stages on their portal board.

HR Tech

An HR consultancy keeps its estimates on a board, so the team sees which quotes are out, accepted or declined without opening each one.

Compare

Progress boards: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Views available List and Kanban, one click apart Rows only Often one view per module
Editing stages Add, rename, reorder and recolor on proposals and estimates Rename a column header Sometimes locked or admin-only
Finished work Done and Cancelled task stages start collapsed Hide rows by hand Often left open, making boards long
Empty stages Always visible on the lead board Not shown at all Sometimes hidden when empty
Where boards work Leads, projects, tasks, proposals, estimates and the client portal Nowhere Often the sales pipeline only
Progress boards

See progress boards in action

See enquiries, jobs, tasks and quotes as cards in columns, one per step, or as a plain list in one click. Columns show where every lead, job or quote stands without reading row by row.

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Why it's worth it

What progress boards change for your business

See how CIPHER CRM solves this

See the whole pipeline at once

Columns show where every lead, job or quote stands without reading row by row.

The right view for the job

Use the board to spot bottlenecks and the list to work through records quickly.

Stages that fit your trade

Editable pipelines and statuses mean the board reflects how you work, not a default.

Clients on the same page

The portal board shows clients their projects the way your team sees them.

Ready when you are

See progress boards on your own data

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Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Progress boards frequently asked questions

FAQ

Progress boards - your questions answered

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What is a kanban board CRM?

A kanban board CRM shows records as cards in columns, one per stage, so you can see where every deal or job stands. In CIPHER CRM leads, projects, tasks, proposals and estimates can each be shown as a Kanban board or a list, one click apart.

Which modules have a Kanban board in CIPHER CRM?

Leads, projects, tasks, proposals and estimates all offer a Kanban board alongside the list view. Clients also get a list or board view of their own projects in the customer portal, so the same layout carries through to the people you work for.

Can I change the stages on the board?

Yes. Proposal and estimate pipelines are fully editable, so you can add, rename, reorder and recolor stages. Lead and project statuses are configured in settings, so the board columns for those modules use the words your team already uses. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Can I drag cards between columns?

On the lead board, yes. Drag a lead from one stage to the next and it moves straight away. On other boards, a card sits in the column for its status, so changing a record's status moves it to the right column.

Why do Done and Cancelled start collapsed on the task board?

Finished and cancelled tasks are useful to keep but get in the way day to day. Starting those two stages collapsed keeps the task board focused on open work, and you can expand them any time you want to look back.

Does the lead board show deal values?

It can. Each stage on the lead board can show a total of the deal values in it, and whether deal values are visible is a setting. Empty stages stay on the board too, so you can see where the pipeline is thin.

Glossary

Progress boards terms, defined

  • Kanban board

    A view that shows records as cards in columns, one column per stage.

  • Pipeline

    The ordered set of stages a lead, proposal or estimate moves through.

  • Stage

    One step in a pipeline, shown as a column on the board.

  • Collapsed stage

    A column that is folded shut to save space until you open it.

For your industry

See progress boards in your industry

All 31 industries

Logistics & Transportation

Freight enquiries chased on time

Healthcare

Every patient call-back remembered

Financial Services

KYC papers filed, expiry dates flagged

Real Estate

Site visits to bookings, all tracked

Ecommerce & Retail

Repeat buyers known by name and history

Education

Each admission enquiry followed up

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