Microsoft Dynamics 365
Custom D365 CRM Sales Pipeline
A kanban pipeline built for insurance agencies, configurable by the people who actually use it.
The problem
Out-of-the-box pipeline views assume every agency sells the same way. Producers end up working around the CRM instead of in it, and leadership loses the visibility the system was bought for.
What we built
We built a custom kanban board that the user controls end to end, which fields appear on each card, lane colors, lane order, and advanced filtering. Stage totals, average age, SLA breaches, and conversion sit above the board, so a producer and a principal can both read the pipeline at a glance.
