Simple Sales Pipeline Kanban Template
A lightweight pipeline for someone who doesn’t need a CRM yet. Each deal is a card and each stage is a column, so you can see where deals are getting stuck.
Use this template
Opens as a new board, free with no signup. Your existing boards aren't changed.
What's on the board
Lead
Not yet contacted
- Acme Corp
Contacted
First message sent
- GlobexFollow up Tuesday
Qualified
Real need and budget confirmed
- Initech
Proposal
Offer sent
- Umbrella Ltd
Won
Closed
Lost
Keep a note of why
How to get the most from it
- Put the next action and deal value in the card description.
- Use a due date for each follow-up.
- When several people share the pipeline, it’s time for a real CRM: this board lives in one browser.