Demo #2: Customer Relationship Management, Project Management and so many other business tools are enjoying the benefits of visual boards. Discover how Platformatica is enabling this modern user experience.
In this demo, we will showcase the visual boards feature via a Customer Relationship Management, Enterprise Resource Planning and Project Management approach.
This capability is common to many business areas and it’s currently one of the most convenient ways of data manipulation.
Platformatica is supporting any kind of boards be it Kanban, SCRUM or your own configuration.
Through this screencast, you will familiarize with Platformatica’s user interface and discover the visual boards feature via the highlights of:
- Lead lifecycle management (CRM)
- Deal lifecycle management (CRM)
- Task management (Project Management)
- Sales Order / Invoice lifecycle management (ERP)
Discover additional capabilities by tags, categories and video demos:
Approval management Automation Calculation Classwork SaaS Control panel CRM Dashboard ERP Fields Field settings Field types Flexibility Form General Business Homework SaaS HR Intake KANBAN List Low Code No Code Order Platformatica Showcase Portfolio Management Project Management Request management SCRUM Tags Unified data manipulation Visual board Workflow