Board, list and timeline
Drag cards across columns, filter and group in the list, and plan dates on the timeline and calendar.
No per-seat fees · On your server
Projects, clients and AI-powered quotes, in one place
Organize your team's work, follow up every client and send online quotes the AI can design for you. We install it on your server and subdomain, with your brand.
Conversations that become tasks
Comment with attachments, 👍, follow tasks and turn any comment into a task with one click.
Notifications that arrive on time
Inbox, batched emails and a morning digest with what is overdue and what is due.
Client follow-up
From first contact to closed deal, without losing anyone
Every client has a board and a profile: who they are, how they found you, what the deal is worth, how likely it is to close and when the next follow-up is due.
- Visual pipeline: Prospect → Quote → Follow-up → Won.
- Sales profile with budget, probability and next follow-up (it turns red when overdue).
- One-click WhatsApp, call and email.
- Folders to group clients by industry, year or salesperson.
- Prospect
- Quote
- Follow-up
- Won
Online quotes
Fill in a few fields and your client gets a professional proposal
Type the services, prices and terms: Kanba builds a page with your logo and colours, on a link under your own domain to send by WhatsApp or email.
- Ready-made proposal design: index, priced cards, total and signatures.
- Private link on your domain and an “Export to PDF” button.
- Notifies you when the client opens it and counts how many times.
- Have your own design? Paste your HTML and it is published as is.
✨ Artificial intelligence
Ask the AI for the quote and get it designed in HTML
Describe what you are quoting as you would to a colleague. The AI (Gemini or Claude) builds the full page with your brand, using the client data. You review, tweak and publish.
- 1Describe the proposalServices, style, timing and what matters to the client.
- 2The AI designs itFull page with your logo, colours, total and PDF button.
- 3Review and publishA link on your domain, ready to send.
An assistant that knows your projects
From any screen hit “Ask AI” (Ctrl+J): which clients to follow up, what is overdue or who is overloaded. Keep the best answers in “Saved results”.
- It only sees what the person can see.
- It proposes tasks and changes; nothing is applied without your confirmation.
- Daily usage cap per person to keep costs in check.
Teamwork
The whole team on the same quote
Sales, design and development comment, adjust and follow each client in one place. Every change is logged and emailed to whoever it concerns.
LGLauraSales
ARAndrésDevelopment
CTCamilaDesign
VRValentinaAdmin
- LGLaura generated the quote with AI from the brief.
- ARAndrés reviewed it and split hosting and domain.
- CTCamila changed the cover photo.
- 👀The client opened the quote 4 times.
- LGLaura scheduled the follow-up for Thursday.
Your client sees it perfectly, even on a phone
Quotes adapt to any screen and print cleanly to PDF. You know exactly when it was opened.
A link, not a lost PDFAlways the latest version, on your domain.
Know when it is openedInbox and email alert.
Timely follow-upsNext-contact date that turns red.
Quote in minutesSimple fields or a full AI design.
Your data, your serverInstalled on your infrastructure, with your brand.
Everyone in syncComments, roles and activity on every client.
How it works
- 1You tell us about your team and domain.
- 2We install Kanba on your server, with your brand and email.
- 3You invite your team and start working the same day.
Frequently asked questions
Where is my data stored?
On your own server and database. Each client has an independent installation; no infrastructure is shared between clients.
Is there a per-user fee?
No. You can invite as many people as you need, including external clients with access only to their projects.
Can I connect it to other tools?
Yes: a REST API with tokens and signed webhooks, compatible with Zapier, Make, n8n or your own systems.
Is it available in Spanish?
Yes, in Spanish and English. Each person picks their language and gets emails in it.