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FlexiKanban

FlexiKanban is Salesforce user's command center.

A CENTRALIZED HUB
With a single Kanban board, you can easily visualize and manage all stages of your processes as well as access all the data and insights you need to make informed decisions.

BUILD ON SALESFORCE (100% NATIVE)
Flexi Kanban is built on the Salesforce platform, which means it seamlessly integrates with your existing systems and ensures that all your Salesforce data remains entirely in-house.

HYPER CUSTOMIZABLE BOARDS AND WORKFLOWS
Customize the board to fit your unique workflows and access to all the data and insights you need to make informed decisions.

More About Us
The perfect solution for centralizing information, streamlining operations. and increase efficiency on the Salesforce platform.

Provide awesome visibility and management
of your data with our tools.
User-friendly dashboard & cool interface.
Configure any number Kanban boards with any number of columns, and design customized cards for every board and column.

Designed for non-technical users with a minimal amount of Salesforce knowledge.

Eliminates the need to create complex screens/pages/components with apex controllers.
Lots of features and custom options.
  • Completely configurable boards.
  • Dynamic composite boards with drill-down capability.
  • Multi-level boards.
  • Form designer.
  • Rules to govern how cards move between columns.
  • Formulas to dynamically/ conditionally display fields in a card.
  • Actions that can be executed, including database updates.
  • Access any data object.
  • Custom data sources.
Benefits
and advantages
  • Increase throughput.
  • Reduce risk.
  • Increase predictability.
  • Simplify task management
  • Better prioritization.
  • Reduce rework.
  • Reduce multitasking.
  • Reduce resource contention.
  • Improved collaboration.
  • End-to-end visualization.
  • Continuous improvement.
  • Team empowerment.
Build any Kanban Flows
with our tools.
Configure any number Kanban boards with any number of columns, and design customized cards for every board and column.
  • Use graphical, drag-and-drop, wizard-driven Kanban designer
  • Insert regulatory compliance rules and guidelines.
  • Create a composite board consisting of multiple boards.
  • Wire different Kanbans to have the drill-down capability.
Build Dynamic Forms with our tools.
Flexi-Forms designed for non-technical users with a minimal amount of Salesforce knowledge:

  • Use Conditional Styling to make fields, sections, pages, and static text visible, hidden, required, or read-only based on defined conditions.
  • Use Declarative Form Events to trigger actions (e.g., refresh lists, update records, get data from external systems) inside the form.
  • Eliminates the need to create complex screens/pages/components with apex controllers.
No Hidden Charges! Choose your Plan
30-DAYS FREE TRIAL
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$0
PER USER
Single User, Billed Monthly
$12.5

Basic Support
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SITE
Unlimited Users, Billed Monthly
Call For Pricing

Premium Support

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    Basic Support
      Volume and graduated pricing available
      We help create your first Kanban for Free!
      Our Clients Love Us
      • Elise Riordan
        VP, Strategic Solutions
        Shyft Moving
        Great Product and Team
        We implemented this product for our service delivery teams that have complicated processes. The flexibility of the kanban view allowed us to customize as needed. The dynamic forms are valuable for our team to tailor behavior and simplify for our users. The support team is easy to work with and responsive. I would recommend this for any team that is looking for more robust functionality in kanban views and forms.
      • Joe Malone
        Salesforce Product Owner
        Piper Companies
        Well done!
        This solution, is incredibly effective. They have managed to help our team effectively visually combine multiple business processes, with the flexibility that the boards allow. They are very attentive, and the professional service team is top notch. They communicate effectively, ask great questions to ensure the product is meeting your requirements, and the turnaround time is very impressive. I am very grateful for our partnership, and in terms of customizing a user friendly experience for our sales team, we could not be happier.
      • Gabriel Stiritz
        CFO
        Sanford Law Firm
        Above and Beyond Salesforce Kanban
        The functionality here was exactly what we needed for a kanban-based workflow for one of our teams. It's extremely flexible and can do pretty much anything you need. The best part was the service. The maker was individually available to answer questions as needed and went above and beyond to make sure that I got what I needed from the product. Would absolutely recommend from both a functional and service perspective.
      • Scott Baker
        Chief of Operations & Marketing
        American Home Buyer
        Great Product
        Wow, this product works perfect for what we needed. Our use case is in Real Estate - Deal Flow. This allows for complete customization of a KanBan view, and works nicely to show our deal flow through the Opportunity Stages we use. And the support is quick and personal. Highly recommend.
      • Tyler Harper
        Analyst at
        Pacific Lake Partners
        Best kanban we have tried (and we tried them all). Highly recommend!
      • Erik Feldman
        Chief Riding Officer and Mortgage Planner
        Mortgage Ride
        Great functionality and experience
        The functionality of this software is amazing and allowing us to build our sales and internal process exactly how we want it. Using the custom kanban view helps us visually track our pipeline and stay on track. Besides the functionality of the software, the team that assists in set up is great, easy to communicate with, and will help you accomplish your goals quickly. I would recommend this to anyone that wants to maximize their business.
      We are a seasoned team of Salesforce platform certified professionals, with published apps in the Salesforce AppExchange, and over 15 years of custom project work for Salesforce customers.
      About Us
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