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KanbanCRM

Kanban boards, tasks, templates, time tracking, day planning and chats with your team and clients — all in one system built on the OpenBP platform.

Kanban boards for every team

Every department creates as many boards as it needs — one per process, project or team. Configurable columns, WIP limits and automations included. Drag cards around, filter by assignee or client, and switch between work, planning and workload views.

  • Unlimited boards: every department sets up its own, one per process
  • Flexible columns: WIP limits, auto-assignment and automations
  • Four view modes: current work, planning, workload and closed tasks
  • Powerful filters by assignee, author and client plus a one-click “My tasks” filter
  • One task on several boards — with its own assignee in each department

Tasks with everything you need

Deadlines, checklists, files, participants and a full movement history — everything about a task lives in one card. Priority scoring with Impact, SLA and a Quick Win flag helps you tackle what matters first, and AI sets priorities automatically.

  • Detailed cards: descriptions, start dates, deadlines, projects and contact persons
  • Checklists, file attachments and watchers on every task
  • Prioritization by Impact, SLA categories (P1–P4) and a Quick Win flag
  • AI estimates a task's priority from its description automatically
  • Full card movement history: who moved it, when and where

Templates & recurring tasks

Create templates with prefilled assignees, clients and projects — the system generates tasks on schedule by itself. Daily, weekly or monthly routines never get lost again.

  • Templates with a prefilled assignee, client, project and column
  • Recurring tasks on a flexible schedule: weekly, monthly or on selected days
  • Tasks generated ahead of time for a configurable number of days
  • Template groups to organize routine processes
  • Generation history: see which task each template created and when

Time tracking

Optional module

An optional module — install it when your team needs it. A built-in timer measures the actual time spent on a task, so you can compare planned vs. actual and comment on every entry.

  • Start/stop timer right on the task card
  • Worklog with comments and an editable actual duration
  • Column-level rules: where time tracking is allowed and where it isn't
  • Require a comment when stopping the timer — configurable
  • A live “who is working right now” indicator for the whole team

Day planning & workload

Optional module

Part of the same optional module. Plan every employee's day down to the minute: the planning page shows the whole team's workload, while “My Day” gives everyone a personal list with planned, actual and remaining time.

  • Day tasks with planned minutes for every employee
  • An assignees × tasks planning grid with a team-load meter
  • Auto-plan the day in one click
  • “My Day” page: reorder tasks, inline timers and planned/actual progress
  • Personal story-point plans when several people work on one task

Chats with your team and clients

Every task gets its own team chat and a separate client chat. Clients write in from Telegram or the client portal, and their messages, files and reactions land straight in the task.

  • A team chat on every task: replies, @mentions, reactions and read receipts
  • Direct and group chats, self-notes and system messages about task movements
  • A dedicated client chat inside the task — the client replies from Telegram or the portal
  • Telegram bot: messages, files, edits and reactions sync both ways
  • The chat gathers task participants itself and archives once the task is done

Client portal on your own domain

Optional module

Give customers a workspace of their own — on your domain and under your logo. They open requests, follow progress, chat with your team in real time, place orders, check invoices and read the SLA that applies to their projects.

  • Your own domain and your logo — portal.yourcompany.com, confirmed by a DNS record
  • Clients open requests, attach files, track status and close or cancel them — AI helps them phrase the request
  • Real-time chat inside a request, with file attachments and unread badges
  • B2B ordering: a catalog with photos, availability and each customer's own prices, plus the full order history
  • Invoices and specifications with paid and outstanding amounts, due dates and settlement reports
  • Access on approval, or self-join by phone number — sign in with a password, an SMS code or Google
More capabilities

And that's not all

KanbanCRM is part of the OpenBP platform, so alongside tasks you get reports, a calendar, telephony, invoices and integrations.

Reports & analytics
Team activity, planned vs actual, workload, income and work balance — ready-made reports for every angle.
Calendar & absences
Absences with approval flow, vacation-day tracking, holidays and recurring meetings with room booking.
IP telephony
Call history and recordings, automatic lead creation from an incoming call and missed-call alerts.
Invoices & payments
Invoice lifecycle from draft to paid, linkage to tracked time and control over unbilled work.
AI assistant
An agent that works inside your data: it creates tasks, logs time and finds clients. It can run on a schedule.
Clients & projects
Company cards, contact persons, projects with billing models and a wiki for every client.
Notifications
Task assignments, missed calls, a forgotten timer, chat mentions — nothing slips past you.
OKR linkage
Link tasks to OKR indicators and see how everyday work moves company goals forward.
Development plans (PDP)
Link tasks to the indicators of an employee's development plan and watch growth happen through real work.
On-duty employees
A duty queue per department: new requests and missed calls are routed to the person in charge.
Modular workspace
Install only the modules you need — time tracking, calendar, invoices, client portal — and add the rest later.
Always with you
Web, desktop and mobile apps with real-time updates and dark mode.

Try KanbanCRM today

Deploy KanbanCRM in the OpenBP cloud in a few minutes — for free.