In any enterprise, sales leaders manage a multitude of processes and operations that require consistent reporting and control. KanBo helps you build efficiencies in your sales processes and communicate them clearly to your customer.

Value-Complexity Matrix

Prioritize product features by mapping their value against implementation complexity and make the decision-making process easy and efficient with KanBo’s value-complexity matrix.

Quarterly Marketing Plan

A marketing plan is critical for the success of your marketing and branding efforts. Learn about marketing efforts and make your quarterly marketing plan with KanBo’s Marketing Plan Template.

Product Roadmap

Build an effective visual summary of your product to create a vision and direction that guides successful product development. Try it out on KanBo now.

QBR Meeting Agenda

KanBo’s QBR meeting template helps you to present value to customers with goals, metrics, documents, benchmarks and more during your cyclic QBR meetings. Build an action forward plan to make the QBR meeting a success.

Customer Feedback

Building an effective customer feedback strategy can help you manage feedback in the right way. This KanBo board is specially designed to help you operate a centralized customer feedback mechanism where you can turn feedback into actionable insights.

Request for Proposal Process

Create effective RFP processes to outline goals and scope, connect with stakeholders and plan projects well through useful tools including Kanban, Gantt chart views and more.

Sales Pipeline

Get a top 360 degree view of your sales pipeline to track the progress of current leads and deals with KanBo’s sales pipeline template.

Enterprise Kanban Board

The KanBo Enterprise Kanban Board simplifies your workflow. Discover more about the KanBo Enterprise Kanban Board here.

Growth Experiment

The growth experiment template allows growth teams to connect experiments with business KPIs and generate synergy between goals and company expectations. Ensure success and maximize test outputs with KanBo.

Work Order/Request

KanBo’s work order template helps you efficiently manage any work orders. Assign orders to participants. Add images, documents, dates and more with remote and real-time access from any device.

New Hire Checklist for Managers

The template includes new employee training, preparations and task details with company policies and more – all compiled by the HR department for the managers’ ease.

Easily conduct a SWOT analysis to define strengths, weaknesses, opportunities and barriers to build new goals and strategies in a simple and intuitive environment

Meeting agenda

Sophisticated Meeting Agenda Template. Handle Pre-work for meeting and Easily set goals, date, location and responsible. Receive Reminders and notification for all participants with Remote and real time access to information from all devices.

Digital Kanban board

Digital Kanban Board helps you visualize your work and maximize efficiency. It is an agile Kanban board that helps you move work forward faster with project visibility and communication in real-time.

Build a business roadmap with goals & milestones, and communicate your company’s or product’s vision. This template features timeline, Gantt chart and Kanban view and other useful functionality

Easy To-Do List

A simple yet intuitive way to organize your flow of work and manage tasks & subtasks with features including email, notifications, due dates and more.

HR Knowledge Base

Build multiple HR knowledge bases with this fully customizable KanBo template for HR information including code of conduct, policies etc.

Business Trip

Business trip checklist brings all the relevant information onto one place, making it easier to plan and execute a successful business trip. 

Eisenhower Matrix

Organize and visualize your tasks with the Eisenhower matrix in KanBo to boost focus on important tasks and make the right decisions.

Ideas bank

KanBo’s Ideas bank is the birthplace of amazing ideas. Innovate, visualize and collaborate over your ideas through all the stages with KanBo.

MyBoard – Personal Kanban

KanBo’s MyBoard allows you to visualize and prioritize your own work stream. Move cards, set dates & reminders, get insights and more with KanBo.

Kaizen PDCA

Focus on areas of improvement with KanBo’s PDCA Kaizen template. Build plans, set goals, analyze facts, implement solutions and more with the 4 stage (Plan, Do, Check, Action) Kaizen model.

IT Ticketing – Helpdesk

Optimize your IT helpdesk functions with KanBo’s IT ticketing template to quickly resolve issues through KanBo’s advanced functionalities.