When you are a freelancer or solopreneur, you wear every hat in the business. You are the sales team, the project manager, the creator, and the billing department. Managing all of that in a simple text document is a recipe for dropped balls and missed deadlines.
The Freelance Pipeline
KanbanTab allows you to create a visual pipeline for your entire business. We recommend setting up your columns like this:
- Leads: Potential clients you need to reply to or draft proposals for.
- Active Work: The client projects you are executing right now.
- Waiting on Client: Projects stalled because you need feedback, assets, or approvals.
- To Invoice: Completed work that needs to be billed.
Client Confidentiality (NDAs)
If you work with enterprise clients or sign NDAs, data privacy is critical. Because KanbanTab offers End-to-End Encryption (E2EE), your client names, project details, and proprietary notes are encrypted locally. Even if our servers were breached, your client data remains mathematically impossible to read.