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Kwill
Client Experience
Visual Kanban CRM

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.

Start for free See the CRM pipeline

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$3,560.00
    ⠿ Website Redesign
    ...
    HW
    Henry Wilson
    US$3,560.00
    PROPOSAL SENT 1
    +
    US$2,000.00
    ⠿ SEO Setup
    ...
    WJ
    William Jones
    US$2,000.00

    Visual Kanban pipeline

    Drag and drop deal cards across custom pipeline stages designed for client work.

  • ⠿ App Development
    ...
    J
    James
    US$13,000.00
    WON
    Auto-moved from Proposal Sent

    Automated deal movement

    Deals advance automatically when proposals are opened, contracts are signed, or invoices are paid.

  • Invoice PaidUS$3,560.00
    Proposal ViewedWebsite Redesign

    Client activity timeline

    Keep full context, email logs, proposal views, and payment history attached to each deal card.

  • Total pipeline
    US$18,560.00
    Won revenue
    US$13,000.00
    Active deals
    2
    Win rate
    100%

    Pipeline value tracking

    Monitor potential revenue in flight and closed earnings without complex spreadsheet math.

  • NEGOTIATING 2
    Stalled only
    ⠿ Brand Refresh
    ...
    SM
    Sara M.US$4,200.00
    ⠿ App Redesign
    18 days · Stalled
    TK
    Tom K.US$7,800.00
    Your usual in Negotiating: 6 days

    Stuck deal detection

    Kwill flags deals sitting longer than your usual in a stage with a badge showing days overdue. Columns surface stuck counts and a 'Stalled only' filter so nothing slips.

  • WON
    NEGOTIATING
    App Redesign
    grabbing…
    TK
    Tom K.
    US$7,800.00

    Grab the card anywhere — no handle needed

    Drag from anywhere

    Move deal cards by grabbing anywhere on the card — not just the handle — so reordering your pipeline takes one gesture.

Pipeline Flow

From first client contact to paid invoice.

Automate stage transitions so your client management board updates without manual record-keeping.

1

Lead Intake & Inquiry Capture

New Inquiry

Lead Intake

ClientSarah M.
SourceIntake Form

Inquiries land directly onto your Lead Intake column via Kwill intake forms or manual deal creation.

2

Proposal Sent & Viewed

Proposal #207

Website Redesign

Viewed
Opened 2 min ago
Viewed 3 times

Track when proposals are sent, opened, and viewed by prospective clients in real time.

3

Contract Active upon Signature

Contract Signed

Auto-moved stage

Status Active
Signed bySarah M.

Deals automatically shift to Contract Active the moment clients execute e-signatures on agreements.

4

Invoice Paid & Pipeline Cleared

Deal Closed

Won
Revenue$8,500.00
Paymentvia Stripe/Razorpay

Track final payment execution via Stripe Connect or Razorpay, recording closed revenue directly in your deal summary.

FAQ

Kanban CRM questions

Learn how Kwill keeps your pipeline organized from lead intake to paid invoice.

Instant FAQ Assistant
Answers from our help docs
What is the Kwill Kanban CRM?
The Kwill Kanban CRM is a visual deal pipeline designed specifically for modern professionals to track client inquiries, sent proposals, active contracts, and paid invoices in one workspace.
How do deals move across pipeline stages?
Deals can be moved manually via drag-and-drop or advanced automatically when client milestones occur (e.g. intake form submitted, proposal signed, contract executed, or invoice paid).
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Visual Kanban CRM for Modern Professionals | Kwill