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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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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