Operations
Kanban
Tasks, projects and workflows
Organize projects and operational work visually with boards and cards.
Activation in Koba
The module is activated from your workspace and stays connected to your content, requests and workflows.
- 1Structure projects
- 2Move tasks forward
- 3Visualize progress
What this module brings
The main capabilities to activate in your Koba workspace.
Move tasks through stages
Keep team progress visible
Designed to work with Koba
The module stays connected to your organization content, requests and workflows.
Visual project steering
Columns, cards, priorities
Kanban structures work into clear boards. Tasks move from column to column, with a direct view of priorities and blockers.
A workflow connected to other modules
From incoming need to execution
Requests from CRM or the website can become tracked actions. Operational work stays connected to business information.
Complementary modules
Add other building blocks as your organization evolves.
Connected website
Publish content and turn incoming forms into actionable business requests.
- Showcase your activity
- Collect incoming requests
- Connect forms to workflows
CRM
Centralize prospects, contacts and customer interactions.
- Manage prospects and contacts
- Track opportunities and follow-ups
- Keep customer history visible
Invoicing
Create quotes and invoices, then keep payment follow-up under control.
- Prepare quotes and invoices
- Track payment status
- Organize billing follow-up
Activate this module in your Koba workspace
Create your workspace, choose the modules you need and evolve your organization progressively.