Simple sales pipeline kanban template

A CRM for a one- or two-person business is a part-time job. A pipeline board is the honest alternative: every prospect is a card, the column says exactly where the deal stands, and updating it takes one drag.

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Leads2
Referral from Sam
Website enquiry
Contacted1
Agency intro call done
Proposal sent1
Redesign quote — $4k
Won0
Ready for cards

How to use this template

New lead → card in Leads with contact details in the notes. Drag right as the deal progresses; keep proposal links and call notes on the card. Review the board every Monday — anything stuck in Contacted for two weeks gets a follow-up or gets dropped.

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

Do I need a CRM or is a kanban pipeline enough?
If you're one or two people with a handful of active deals, a board you actually update beats a CRM you don't. When you need automation and email sequences, graduate to a CRM.

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