Client Kanban is the ultimate Notion template for managing your entire client pipeline with clarity and control. With a clean layout and powerful workflow features, you can track every deal, manage relationships, and keep key client info at your fingertips.
Whether you're freelancing, running an agency, or building a sales process, Client Kanban keeps your client relationships organized, actionable, and always moving forward.
Key Features
Kanban Pipeline – Visualize your clients across stages like Lead, Active, Closed, Inactive, and Lost
Revenue Tracking – Instantly see the total value of deals in each stage with smart rollups
Client Profiles – Store all essential contact details, company info, and notes in one place
Status Filters – Quickly switch views to see clients by month, year, or archived status
Drag & Drop Updates – Easily move clients through your pipeline with a simple drag-and-drop
Specs
Platform
Notion
Type
Business
Page Count
1
Number of Databases
1
Support
24/7
Access
Lifetime
Updates
Included
Device Compatibility
Desktop, Notebook, Tablet, Phone
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