Kanban Lead CRM & Pipeline Automation

The Cora Kanban Lead CRM gives creative studios a Notion-style drag-and-drop deal board tailored for high-ticket commercial shoots, retainer contracts, and wedding bookings.

1. Visual Pipeline Stages

By default, every new workspace seeds with five industry-standard pipeline stages:

1. New Inquiries: Incoming submissions from web forms, Instagram DMs, and WhatsApp.
2. Briefing / Discovery: Active scoping and call sheet planning.
3. Proposal & Quote Sent: Staged SHA-256 agreement with GST breakdown.
4. Contract Signed & Advance Paid: 50% advance invoice settled.
5. Shoot Scheduled: Transferred directly to Master Calendar and Crew Dispatch.

4. Edge-to-Edge Draggable Drawer & Bi-Directional Sync

Starting in v4.9.300–v4.9.302, lead inspection features:

• Full-Height Portaled Drawer: Auto-portaled to the root document body with transparent backdrop, preserving live context on the underlying Kanban board.
• Draggable Left-Edge Resizer: Adjust drawer width smoothly, with preferences saved to localStorage.
• Sanitized Assignee Roster: Prevents assigning system or inactive accounts.
• Bi-Directional Real-Time Sync: Updates made inside the drawer instantly reflect on the Kanban card and top KPI scorecards without page reload.