Tables

Visual boards that update themselves. As conversations happen, AI moves cards across stages so your pipeline is always current.

01Overview

Why Tables?

A flexible, visual way to manage any process from start to finish.

AI Updates Your Sales Pipeline

No more dragging cards or updating pipelines by hand. Tables stay up-to-date as AI moves cards across client and lead stages the moment conversations happen.

Build Tables for Any Process

Sales pipelines, support queues, onboarding flows, or project tracking. Create tables that fit the way you work. Flexible and intuitive for your team.

AI Keeps Conversations in the Right Place

AI keeps every conversation organized by user needs, goals, and stage, so you always see the full context, key details, and what's next.

02How it works

Boards that keep themselves up to date

Set it up once, then let AI handle the busywork. Your tables always reflect what is actually happening with every client and lead.

Build a table for any process

Start from a template or from scratch. Shape the stages, columns, and cards around the way your team already works.

AI updates it in real time

As conversations happen across your channels, AI moves cards to the right stage and fills in the details, with no manual data entry.

Your team stays aligned

Everyone works from the same live view, with full context on every card and a complete history of what changed and when.

03Use cases

One system for every workflow

Tables adapt to the way each team works, from the first message to a closed deal and everything after.

Sales pipeline

Track deals from lead to close and watch stages advance on their own as conversations progress.

Lead management

Capture, qualify, and route incoming leads so nothing slips through the cracks.

Support queue

Triage requests, assign owners, and keep every case moving toward resolution.

Customer onboarding

Walk new customers through each step and see exactly where everyone stands at a glance.

Project tracking

Organize tasks, owners, and deadlines on a board the whole team can follow.

Operations

Model any internal process, from approvals to fulfillment, and run it all on one board.

04Features

Features

Everything you need to organize your work visually

Drag & Drop

Move cards effortlessly between columns with intuitive drag and drop.

Custom Columns

Create columns that match your unique workflow stages.

Card Details

Add descriptions and comments to each card to keep context in one place.

Real-Time Updates

See changes instantly as your team moves cards and updates progress.

Activity Log

Track every action on your tables with a detailed activity history.

Multiple Tables

Create as many tables as you need for different teams or projects.

05FAQ

Frequently Asked Questions

What are Invent Tables?

Invent Tables are AI-powered Kanban boards that help teams organize sales, support, onboarding, and project workflows in one place. They automatically update stages and cards based on real client conversations, reducing manual work and keeping your pipeline current.

What is a Kanban board and how does it improve workflow?

A Kanban board is a visual workflow management tool that helps teams organize tasks, track progress, and identify bottlenecks. Invent Tables use this structure to make it easier to manage sales, support, onboarding, and project workflows in real time.

How does Invent automate Kanban boards and sales pipelines?

Invent uses AI assistants to detect relevant updates from clients and lead conversations and apply those changes to the right table in real time. That means your pipeline, task board, or support queue stays aligned without manual data entry.

How is Invent different from HubSpot, Pipedrive, or Salesforce?

Unlike traditional CRMs, Invent combines AI assistants, long-term memory, unified conversations, and real-time workflow updates in one platform. Instead of manually moving deal stages or updating records, the system can update tables automatically from live interactions per each client/user conversation.

Can Invent Tables be used for support, onboarding, and project management?

Yes. Invent Tables are flexible enough for sales pipelines, customer service queues, onboarding workflows, and project tracking. You can adapt the same table system to match the process your team actually uses.

Can I customize stages, columns, and table layouts?

Yes. You can create custom stages, reorder columns, and design table workflows around your team's process. This makes Invent useful for teams that need a flexible Kanban board, CRM pipeline, or operations dashboard.

Does Invent offer table templates?

Invent includes templates to help you get started faster with sales, support, onboarding, and project workflows. You can also build a table from scratch if you want full control over your process.

Are table updates visible in real time?

Yes. When your team interacts with a client or lead, Invent updates the relevant table instantly so everyone sees the latest status. This improves visibility, reduces follow-up gaps, and keeps teams aligned.

Can I track activity and changes on a table?

Yes. Invent includes an activity log so you can track changes such as creating, updating, or deleting columns and tables. This helps maintain accountability across your team and is useful for reporting, compliance, and internal oversight.

Is Invent secure for sensitive client data?

Yes. Invent is built with enterprise-grade security and is SOC 2 Type II certified, which supports secure handling of customer and client data. The platform is designed for businesses that need both automation and trust.

How many tables can my organization have?

Every organization includes one table by default, and the Business Plan supports up to five tables per organization. That makes it easier to manage multiple workflows, teams, or departments as you grow.

Is there a free Kanban board for leads and sales pipeline management?

Invent offers a free Kanban board for lead tracking and sales pipeline management. It gives you a flexible visual workspace to organize leads, move deals through stages, and keep your team aligned without extra manual work.

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