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OE CRM: Kanban Boards

by
Odoo

$ 23.61

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 1893
Technical Name oe_crm_kanban_boards
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 1893
Technical Name oe_crm_kanban_boards
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: CRM kanban, contact kanban, quick actions, copy to clipboard, compact mode, theme colors,
Odoo Engineering

OE CRM: Kanban Boards

Modern, readable contact cards for CRM teams - faster triage, clearer context, and AI-ready analytics

Try It Out Contact Us

Enhanced Features in This Version

Professional Capabilities for Your Business

Quick Action Bar on Cards

Email, call, open website, or copy details in a click - right from the card.

Before & After OE CRM: Kanban Boards

Before

  • Cluttered contact cards, slow to scan
  • No quick way to highlight or copy details
  • Inconsistent spacing and visual noise

After

  • Clean, readable cards with consistent typography
  • Click-to-highlight and quick copy actions
  • Consistent layout that speeds up triage

Key Features & Capabilities

Everything you need for professional operations

Modern Contact Cards

Readable, responsive cards with photo, key fields, and consistent spacing for faster scanning.

Quick Actions

Click to highlight, double-click to copy key details - tiny time savers that add up.

Works with Any Theme

Minimal CSS and view inheritance ensure compatibility across themes and devices.

AI-Ready Snapshot

Ships with an ai.job function that summarizes partner data for analytics and insights.

What's Included

Core Features

  • Redesigned res.partner kanban
  • Backend CSS & JS assets
  • AI job: partner snapshot

Additional Components

  • View inheritance for safe updates
  • Clean, brand-aligned styling
  • Documentation and support

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_crm_kanban_boards" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Open Contacts in Kanban view to see the enhanced cards

Basic Usage

  1. Creating records: Create or open a contact and switch to Kanban view to see the card
  2. Managing data: Use standard Odoo actions - the module doesn't alter core logic
  3. Using key features: Click a card to highlight; double-click to copy phone/email
  4. Generating reports: Combine with CRM filters to analyze contacts by tags, country, and activity

Tips & Best Practices

  • Keep contact photos up-to-date for faster visual recognition
  • Use categories/tags and countries for quick segmentation
  • Pin favorites for quick-access lists
  • Combine with CRM lead scoring for smarter prioritization

Important Notes

This module updates the res.partner Kanban template using view inheritance - it doesn't remove fields or break core behaviors.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: Odoo 12.0 through 19.0 Community and Enterprise. Multi-company supported.

Q: Does it change any core CRM logic?

A: No. It changes only the Kanban template and loads CSS/JS for a cleaner UI.

Q: Is AI required to use this module?

A: No. The AI extension is optional and included for future analytics - nothing to configure by default.

Launch Demo Instance

Explore OE CRM: Kanban Boards in a live environment

Try It Now

Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE CRM: Kanban Boards today and experience the difference quality makes.

Launch Demo Get in Touch

© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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