Kanban view for Contacts and Companies (and maybe custom objects?)
Hi there!
HubSpot Pipeline tool is great for Sales and Support teams, but right now Key Account (Customer Success) and other teams that have continuous contact with clients really struggle to use HubSpot as Companies and Contacts just don't have any kanban/Pipeline view for them.
In that case, CRM admins need to create tons of new Pipelines for each team because no one wants to use the default view for that object that looks like an Excel. This difficulty A LOT to maintain the CRM clean and properties sync because we have a lot of teams interacting with the client in different pipelines and no one wants to use Contact or Company records to centralize data.
My idea is to have a feature to create Pipelines for Contact and Companies based on dropbox/radio select properties. And these records could be in more than one Pipeline at the same time. For example:
A Pipeline that shows up Companies based on a property called "Key Account status". The stages could be the same as the dropbox options. And Companies without that property selected would no appear.
A Pipeline based on the property "Marketing engagement". The same stages as the other Pipeline.
If Company A has both "Key Account status" and "Marketing engagement" properties set, that record will be at both pipelines simultaneously.
If Company B has "Key Account status" set but "Marketing engagement" empty, will just appear in the first Pipeline.
Kanban style pipeline view for companies based on a custom property dropdown would be ideal! Easy to create in a tool like Notion would be great to bring this to HubSpot.
For a sales perspektive kanban is a must have thing, cause it speeds up your overview of all your leads. And I agree with MSmith405, that since it already excists in deals, the code for it is ready to be used for the contact view too.
really need this feature! we have a couple of client use cases:
A company where they're trying to track the status of an overall Company through their funnel (for listing on their site) but there's no money exchanged
For nonprofits where donor lifecycle management doesn't always fit into a specific deal. the prospecting and stewardship phases fall outside of deal lifecycle management
Big +1!! Ticket and Deal pipelines are useful in other use cases, but in the context of key account nurturing, where the majority of those data points exist at the company level, the ability to construct a kanban / pipeline view based on the dropdown options of a company level property is sorely needed, (such that there's a visual alternative to the spreadsheet-style list view).
I’ve been using AirTable as a stopgap. Because as silly as it sounds… the Kanban view for top funnel cold leads that our sales team works seems to have a magical effect on productivity.
+1 for this. Kanban view based on account status (Prospect, Contacted, Met, Opportunity, Customer) and progressing the accounts from left to right has a magical effect on sales teams, as silly as it sounds.
Confirmed with above. We only have 1:1 relationship between accounts/deals (the accounts are the deals for us). Having Kaban board for accounts is critical (vs. for "deals").
Second this... Much needed tool for the contact properties view. Many times a lead comes through and is not yet a deal. I would be super helpful to be able to format Contacts as a Kanban...
Agreed, right now my workaround is creating a deal for each company that represents the company itself so i can use the pipeline. But this isn't ideal because i also use the deal pipeline as intended, so my deals have different "meanings" based on the pipeline they are in.
