Kanban View for Contacts Module

Feature Request
1

Currently, in Salesmate, contacts cannot have statuses like “Won,” “Lost,” “In Progress,” etc., directly tied to them without creating a Deal. While the Deal pipeline concept works well for many traditional B2B sales models, it introduces unnecessary friction for B2C service businesses (like ours) where:

  • Every call or missed call, email, text, or form submission is essentially a lead.
  • We receive a high volume of inbound inquiries across multiple channels daily.
  • Creating a new Deal for every call or message is redundant, bloats the CRM unnecessarily, and slows down staff workflows.
  • Pipeline visibility on leads without tying them to a deal becomes difficult or impossible.

Real-World Use Case: In a modern service business model (especially B2C service based, consulting, coaching, trades, etc.), the first contact is critical — and we often need to track its outcome (e.g., “Booked Appointment,” “Not Interested,” “Follow-up Later”) immediately, not after creating a deal.

How competitors handle this:

  • Zoho CRM allows Kanban views for Leads and Contacts, with status movement (converted, contacted, won, lost) directly without requiring Deals.
  • Pipedrive now supports a Lead Inbox Kanban where leads can be moved and statused without needing a Deal.
  • HubSpot also offers simple Lead Status management on contacts.
  • Even Freshsales has this concept natively now.

The CRM space has shifted: high-velocity services businesses now expect this lighter-weight, flexible approach, especially where large call/text volume is involved.

Proposed Feature:

Kanban View for Contacts:

  • Allow a board-style Kanban view directly under “Contacts.”
  • Users can define custom stages (e.g., New Lead, Contacted, Not Interested, Follow Up Later, Converted, won, lost).
  • Drag and drop contacts between stages similar to deals.
3 Likes
2

Hi @Insynco_Support1

Thank you for the detailed and well-articulated post, you’ve clearly outlined a use case that resonates with many modern service businesses, and we completely understand the need for a more lightweight, high-velocity way to manage contact statuses outside of the traditional Deal pipeline.

Here’s how Salesmate currently supports this type of workflow:

Custom Fields for Contact Status

Salesmate allows you to create custom fields of the “Select” type for Contacts. This enables you to define and track statuses such as “New Lead,” “Contacted,” “Follow-up Later,” “Not Interested,” etc.

While a Stage/Status field comes preloaded for Deals, you can easily recreate and customize this behavior for Contacts by adding your own dropdown field in the Contact module.

Custom Modules with Kanban View

To go one step further, Salesmate offers Custom Modules a flexible way to design your own lightweight pipelines outside of Deals. These modules:

  • Support a Kanban-style view
  • Include pipeline management
  • Allow full customization of fields and layouts
  • Enable relationships using Lookups (e.g., associating Contacts or Prospects with your custom module)

With Module Layouting , you can:

  • Highlight the most important status field at the top
  • Visually organize and manage your prospects
  • Avoid the bloat of creating a Deal for every inbound lead

What This Means for Your Use Case:

You can create a “Prospect Tracker” module with its own Kanban board, associate Contacts through a Lookup field, and manage high-volume inquiries without involving Deals, offering you the streamlined approach you’re looking for.

We appreciate your feedback and the comparison with other platforms, it helps us continue evolving Salesmate in ways that meet real-world needs.

If you’d like help setting this up or sharing it with our product team as a formal use case, feel free to let us know, we’re happy to assist!

Thanks again for being an active voice in the community.

1 Like
3

Thanks for the reply, but this isn’t quite what we’re referring to. We’re specifically talking about a native Kanban view directly within the Contacts module, not workarounds using custom fields or building separate modules. The goal is to avoid extra steps and complexity — we want to manage and move contacts through stages at a glance, just like how Deals work. Is native Kanban for Contacts on your roadmap?

2 Likes
4

Thank you for your valuable input and for clarifying your expectations. We appreciate your suggestion to include a Kanban View in the Contact Module. We will certainly take this into consideration and make a note of it as a potential feature to implement in the future.