Feature detail page: Leads & Tasks Kanban
Betta Billing
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Customer & Service Operations

Kanban workflows for faster handoffs and cleaner execution.

Run both pre-sale and delivery execution with visual stage boards. Teams can quickly identify ownership, bottlenecks, and next actions without digging through long tables.

Leads Kanban boardTasks Kanban boardStage ownershipDrag-and-move workflow
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Leads & Tasks Kanban feature visual

Included capabilities

What teams can run with Leads & Tasks Kanban.

Core capability set

  • Manage leads through stage-based Kanban pipelines.
  • Move task workloads across visual status columns.
  • Track ownership and blocked work at stage level.
  • Prioritize team action with board-based visibility.
  • Support clean handoffs from sales to operations.
  • Reduce follow-up gaps with stage-driven workflow management.

Why teams switch

Business outcomes this module supports.

01

Switch advantage

Replace list-only tracking with visual execution flow.

02

Switch advantage

Expose stalled stages faster so teams can intervene early.

03

Switch advantage

Align sales and delivery on shared stage language.

Related features

Connect Leads & Tasks Kanban with adjacent workflows.

Customer Management Workspace preview

Customer Management Workspace

Manage customer profiles, contacts, billing records, and service activity in one place.

Open feature
Projects & Timesheets preview

Projects & Timesheets

Plan delivery work, track project execution, and log time inside customer-linked workflows.

Open feature
Support Tickets & Knowledge Base preview

Support Tickets & Knowledge Base

Deliver post-sale support with ticket workflows and self-service knowledge resources.

Open feature

Next step

Run Leads & Tasks Kanban with your team inside Betta Billing.

Start your trial now, then continue to backend onboarding and subscription flow.

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