Visual Kanban CRM built specifically for modern professionals.
Track inquiries, proposals, contracts, and payments in one visual pipeline. Know exactly where every client deal stands.
Track leads and deals through your sales stages.
Everything you need to track client work.
Track leads, proposals, contracts, and invoices in one visual board. Stop losing track of client inquiries or guessing where deals stand.
- PROSPECT 1+US$3,560.00â ¿ Website Redesign...HWHenry WilsonUS$3,560.00PROPOSAL SENT 1+US$2,000.00â ¿ SEO Setup...WJWilliam JonesUS$2,000.00
Visual Kanban pipeline
Drag and drop deal cards across custom pipeline stages designed for client work.
- â ¿ App Development...JJamesUS$13,000.00WONAuto-moved from Proposal Sent
Automated deal movement
Deals advance automatically when proposals are opened, contracts are signed, or invoices are paid.
- Invoice PaidUS$3,560.00Proposal ViewedWebsite Redesign
Client activity timeline
Keep full context, email logs, proposal views, and payment history attached to each deal card.
- Total pipelineUS$18,560.00Won revenueUS$13,000.00Active deals2Win rate100%
Pipeline value tracking
Monitor potential revenue in flight and closed earnings without complex spreadsheet math.
From first client contact to paid invoice.
Automate stage transitions so your client management board updates without manual record-keeping.
Lead Intake & Inquiry Capture
Proposal Sent & Viewed
Contract Active upon Signature
Invoice Paid & Pipeline Cleared
Kanban CRM questions
Learn how Kwill keeps your pipeline organized from lead intake to paid invoice.

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