Freelance client pipeline kanban template
Freelancing is two jobs: doing the work and keeping the next work coming. One board holds both — every lead, proposal, active project, and unpaid invoice as a card, so a quiet month never sneaks up on you.
Free forever for two · no credit card · 10-second signup
How to use this template
Add a card the moment someone might become a client. Push it right as the relationship progresses. The danger columns are the edges: an empty Leads column means marketing time, and a crowded Invoiced column means chasing time.
Built for a duo? See Simpleban for freelancers. Every board syncs live between two people, works offline, and supports handing cards to each other.
Questions, answered
- How is this different from a CRM?
- A CRM is built for sales teams with quotas. A freelancer needs one glance that answers: what's coming, what's in motion, and who owes me money. Five columns do that without another subscription.
- Can I run this next to per-client project boards?
- That's the intended setup: this board is the business view, and each active client gets their own shared project board. Boards are unlimited on the free plan.
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