HubSpot Ideas

FelipeFelix

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:

 

  1. 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.
  2. 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.

 

Best,

Felipe Felix

6 Replies
HelloAndy
Member

Yes! It would be nice if stages were also customizable.

So if you wanted you could create stages based on contact attribute dropdowns.

FelipeFelix
Contributeur de premier rang

This would be great, HelloAndy!

MSchmidl
Participant

Would be amazing! We are working with Company Stages (for pre deal phase) and would love to present these companies in a Kanban view.

EzraG
Member

Would especially like to see Contacts (Leads) have a kanban view option.

Tymophiy
Participant

It is a great idea to have a kanban view and customized stages. Hope it will be successful 

AJohnson71
Member

Pipedrive does this and it is amazing. I wish so badly Hubspot would pick this up